Private Deal      Buy Side      F&B 

Buy-side for Asset Allocation by a Listed-company Shareholder

Internal Network
Target Sourcing Channel
24.07 ~ 24.11
Advisory Period
6
Number of Targets Sourced
67%
Conversion to Active Engagement
79 days
Lead Time to Final Buyer-Target Match

모멘스투자자문,M&A,IT업 매각

Deal Summary

Background

Retirement of an investor with extensive background in startups and listed companies


An experienced founder and business veteran pursued corporate acquisitions to diversify income in line with retirement asset planning. The client sought a strategic approach that balances growth potential with risk mitigation.

Client Needs

Proposals for acquisition targets with strong scalability potential


The focus was on anticipated future returns rather than companies in financial distress. Required both quantitative financial analysis and qualitative market insights to design a long-term revenue structure.

모멘스투자자문,M&A,IT업 매각

MOMENS Key Actions

Overview

To design sustainable mid- to long-term profitability, we targeted companies with brand IP(intellectual property)s that ensure strong entry barriers. We verified sustainability by analyzing competitive advantages rooted in intangible assets such as brand loyalty, patents, and licenses.

Key Actions

1. Barrier-to-Entry & Moat Assessment


- Future profitability evaluation using income and market approaches

- Proposed IP expansion scenarios based on above-average profit margins


2. Comprehensive Risk & Opportunity Analysis


- Assessed financials, operations, culture, and organizational fit along with financial and legal due diligence
- Verified financial health and technological capabilities of the target company


3.  Establishment of PMI System 


- Assigned dedicated integration manager and developed internal communication plans

- Structured governance to enable rapid post-acquisition synergy

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