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
During the process, the initially selected preferred bidder withdrew, and our advisory team worked to ensure that the continuity of negotiations was not compromised.
2025.02
[Buy] Private Deal
An IT Startup Specializing in System Integration Solutions
During the process, the initially selected preferred bidder withdrew, and our advisory team worked to ensure that the continuity of negotiations was not compromised.
2025.02
Sangsan Ceramic is the second-largest player in Korea’s clay brick manufacturing industry, with decades of stable revenue and operating profits.
2024.11
[Sell] Private Deal
Sangsan Ceramic — Korea’s No.2 Clay Brick Manufacturer
Sangsan Ceramic is the second-largest player in Korea’s clay brick manufacturing industry, with decades of stable revenue and operating profits.
2024.11
Both speed and structuring were critical in this deal. Substantive negotiations began just one week after our engagement, and the deal was closed within two months.
2024.11
[Sell] Private Deal
'TongTonge' — K-dessert Trend Setter
Both speed and structuring were critical in this deal. Substantive negotiations began just one week after our engagement, and the deal was closed within two months.
2024.11
A hybrid approach combining 'public deal' and 'private deal' enabled competitive bidding and favorable terms.
2024.09
[Sell] Private Deal
Odters — a Premium Self Photo Studio Brand
A hybrid approach combining 'public deal' and 'private deal' enabled competitive bidding and favorable terms.
2024.09
By setting strategic targets, managing negotiation priorities, and designing flexible structures, the transaction was successfully closed in about four months.
2024.07
[Sell] Private Deal
A Co., a Property Management Company Based in Busan
By setting strategic targets, managing negotiation priorities, and designing flexible structures, the transaction was successfully closed in about four months.
2024.07
We provided sell-side advisory for Shy Bana, Korea’s only franchise brand specializing in Southern U.S. homestyle cuisine.
2024.06
[Sell] Private Deal
Shy Bana — Korea’s Only Southern U.S. Homestyle Food Franchise
We provided sell-side advisory for Shy Bana, Korea’s only franchise brand specializing in Southern U.S. homestyle cuisine.
2024.06
Despite revenue decline and financial constraints, we successfully closed the deal through a partial equity transfer to a private investor.
2024.01
[Sell] Private Deal
Beebeede, a Specialty F&B Brand Known for Cornut Bread
Despite revenue decline and financial constraints, we successfully closed the deal through a partial equity transfer to a private investor.
2024.01
By securing a successful sale to an individual investor—a rare outcome in the market—we demonstrated our capabilities in managing complex private transactions.
2023.11
[Sell] Private Deal
U Co., - Korea’s Top Nursing IT Solutions Company
By securing a successful sale to an individual investor—a rare outcome in the market—we demonstrated our capabilities in managing complex private transactions.
2023.11
InterviewBox is an early mover in the remote and AI-based interview space and was recognized for its technological excellence through the TIPS.
2023.06
[Sell] Private Deal
InterviewBox - A Remote Interview Platform
InterviewBox is an early mover in the remote and AI-based interview space and was recognized for its technological excellence through the TIPS.
2023.06
Founders of Gamegol Food wished to retire and wanted to inherit Gamegol's brand while succeeding the headquarters to their son.
2022.11
[Sell] Private Deal
Gamegol Food— Traditional F&B Dumpling Brand
Founders of Gamegol Food wished to retire and wanted to inherit Gamegol's brand while succeeding the headquarters to their son.
2022.11
The Check, Korea’s second-largest SME payment settlement platform, had previously achieved a KRW 60 billion valuation and raised over KRW 10 billion in cumulative funding.
2021.10
[Sell] Private Deal
The Check — Korea’s No.2 SME Payment Settlement Platform
The Check, Korea’s second-largest SME payment settlement platform, had previously achieved a KRW 60 billion valuation and raised over KRW 10 billion in cumulative funding.
2021.10
M&A 자문 요청하기
