A Strategic Transaction is a company-defining transaction that changes a company's ownership, capital structure, or scope, most commonly raising capital, acquiring a company, or selling the company.
Strategic transactions differ from the ordinary transactions a business records every day. A capital raise brings in new investors and resets ownership through dilution. An acquisition folds another business, its people, and its liabilities into the company. A sale transfers control to a new owner. Each one requires valuation work, due diligence, legal documentation, and board or shareholder approval, and each one is reflected in the company's accounting through new equity, purchase-price allocation and goodwill, or the closing of the books at a change of control.
Because these events are infrequent and consequential, companies usually prepare for them well in advance. Clean financial statements, a credible forecast, and an organized data room shorten diligence and strengthen a company's negotiating position, whichever side of the transaction it is on.
Across 📝Our Experience we have led or arranged dozens of venture rounds, more than a hundred debt financings, two IPOs, sixteen acquisitions, and the sale of multiple companies, one of them twice.