About Sandra
Sandra is an M&A advisor and strategy consultant for the lower middle market. She is a former technology company operator and extremely knowledgeable about startups, growing and mature companies. Sandra offers services around M&A, strategy and alignment with business operations. M&A doesn’t just happen – it is the result of good strategy executed well. By offering services in these areas, she can partner with companies for a long-term relationship, rather than a single transaction.
Who I Serve
LOWER MIDDLE MARKET
My niche is exclusively lower middle marketing companies with revenues under $100M. This niche is under served by business brokers and neglected by investment banks. I understand the value that lower middle market companies provide and work to position your company for the most profitable exit.
MATURE COMPANIES
My services to mature companies include crafting your company story and introducing you to strategic and institutional investors to position you for the most profitable exit. I provide business reviews, exit readiness, market analysis, and CIM creation in addition to M&A referral services.
GROWTH STAGE COMPANIES
I help growth stage companies with re-evaluation of strategy and alignment to business operations. I will review your market position and advise on financing options, such as minority/majority buyouts, later stage funding rounds and acquisition options.
EARLY STAGE COMPANIES
I work with early stage startups on strategic partnership development with large corporations and strategic investors. I help startups develop their overall strategy and alignment to people, process and technology.
Happy clients
We tried to create our strategy on our own and failed. After success working with Sandra at a 2-day strategy session, we realize that it is her process that made it successful.
I was really struggling to develop my business plan and Sandra helped me so much. She propelled completion by organizing me and keeping me on track. She also developed my one-pager and investor target list to make it easier for me to obtain seed funding.
Sandra really helped us explore the exit options available to us at our stage. Many of the ideas she presented were unknown to us before we started working with her. We are happy with the path that we chose which provides maximum flexibility for the founders.
Latest from my Blog
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Jan
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Nov
How to Select an M&A Advisor
I remember when we decided to exit from our software company. We got...
6
Jul
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Jun
How to Scale a Sales Team
In M&A, we often hear investors ask how a company intends to scale....
20
Apr
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Let's Get Started!
Contact me today for a complimentary consultation.