Private Deal Sell Side IT&SW
Background
Two senior executives in their 60s and 70s were nearing retirement, and the business was closely intertwined with their personal assets. The deal required structuring to separate the overlapping assets. The sellers preferred a confidential deal but lacked the internal capacity for financial modeling and due diligence, leading them to seek advisory support.
Client Needs
Their top priority was to minimize external exposure of M&A related information. Given the difficulty of preparing materials internally, they requested us to develop the necessary documentation based on their interviews and business analysis. They also sought guidance on potential tax-saving strategies.
Overview
U Corporation, a B2B software company with over a decade of market presence, provided specialized solutions for nursing facilities. Due to the aging of key personnel and a complex asset structure, the company sought external investment and M&A opportunities.
MOMENS led a sophisticated deal structuring process from buyer sourcing, due diligence support, tax optimization, to spin-off execution. The successful handover to an individual investor, which is rare in this market segment, demonstrated our expertise in SME deals.
Key Actions
1. Achieving Maximum Tax Savings via Precise Structuring
- Reduced capital gains tax through spin-off and gifting strategies
- Optimized deal structure leveraging our accounting and legal networks
2. Buyer Identification & Trust-Based Negotiations
- Focused outreach to individuals who could generate synergies in senior care services
- Hands-on guidance throughout valuation, due diligence, and terms negotiation
3. Flexible Deal-Making to Address Non-Standard Conditions
- Effectively resolved complex issues such as severance payments, insurance, and office relocation
- Negotiated terms with sensitivity to accounting timelines and liquidity needs
We design and build digital products people enjoy using...
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We are a Creative Digital Agency based in Buenos Aires, Argentina. We take pride in designing and building...
A new project is an opportunity to create something unique.We are a Creative Digital Agency based in Buenos Aires, Argentina. We take pride in designing and building...
As an interdisciplinary agile team, our production process is flexible, collaborative, and adapts to each client’s needs
We look forward to working with you on your next projectAs an interdisciplinary agile team, our production process is flexible, collaborative, and adapts to each client’s needs
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