The right running partner for the race of your life.

Where we fit in.

You know it’s time to sell — but so many big questions remain. It’s more than just how much — because you’re not just selling your company, you’re buying its future home. Together we’ll map out a process that makes sense for your company. We’ll ensure you put your best foot forward, find the right buyer and negotiate a deal that works for everyone. Once an acquiror is on the hook, we typically play a ‘deal captain’ role — organizing and augmenting your team — and easing the stress of an unfamiliar process. You can count on us to create and keep up deal momentum until the closing bell rings.

  • We develop a deep understanding of your company and industry. Research the market and identify potential targets. Conduct the outreach to set up meetings with great buyers. And prepare you to tell your story, handle hard questions, and ask your own.

  • In most situations, we’ll organize the process to garner bids from multiple buyers at the same time. As indications of interest come in, we work with your top picks to structure and clarify the key deal points. When you think you have your partner, we’ll help negotiate a letter of intent that ensures the final agreement doesn’t have any big surprises.

  • We’ll decipher a relentless stream of requests and organize your team to respond well during the diligence phase. Buyers typically start with financial diligence to ensure you accurately represented your company’s performance. Then they’ll move into legal diligence, seeking piles of documentation that ensures the buyer identifies and limits any potential liabilities.

  • The legal documents that support your company’s sale are numerous and complex. We’ll help you understand and stay focused on the most important points, keep the lawyers moving on both sides, save you legal fees and help you sleep at night.

Why Epistrata?

  • Working deals from $2m to $250m in 11 sell-side and 8 buy-side transactions, 3 public listings, 5 strategic investments, 2 joint ventures and many venture and debt raises. Participation as an advisor, founder, CEO, board chair, sponsor executive and deal captain.

  • Sharpened deal-making skills through raises and exits with prominent venture firms, strategic investors/buyers (Cisco, GE, IBM, Intel & Reuters), IPO processes (Goldman Sachs, Morgan Stanley & Deutsche Bank), and PE-backed buyers.

  • A steady hand developed leading through adversity in high stakes environments as a CEO, Board Chair and Advisor. Having experienced every way a deal can go south — yet always landing the plane — I’ll get you to the finish line and on with your next chapter.

  • A founder of multiple companies who is deeply connected to your concerns and priorities. Coupled with invaluable experience as an Executive Partner in a PE firm, a Venture partner in a large VC, and advisor to a large Family Office. It helps to know what’s happening on the other side of the table!

“After the handshake, we faced an army of big name accountants and lawyers. But with Dave’s experience I never felt overmatched against our PE-backed buyer. His oversight was critical to getting the deal done.”

— Zane Windham, CEO — Comtrain USA