Established a compact decision framework around valuation, risk appetite, and post-completion roles.
CASE STUDY / CORPORATE & M&A
Sale of a founder-led technology business
Led by Mara Ellis / Managing Partner
REPRESENTATIVE MATTER / EDITABLE FIRM COPY
01 THE CONTEXT
A founder-led technology business received strategic interest at a point of rapid growth. The shareholders needed a process that preserved value, protected management continuity, and gave the board a clear basis for consequential decisions.
Clarion advised the shareholder group through the transaction, from early option-setting through signing and completion planning.
Transaction architecture and timetableManagement incentive designDiligence coordinationShareholder decision process
02 THE APPROACH
A focused legal process designed around commercial momentum and leadership clarity.
Sequenced diligence and negotiation workstreams to preserve pace without narrowing the leadership team’s options.
Coordinated the legal and commercial positions so that the agreed transaction terms supported the intended operating transition.
03 THE POSITION
Clarity for the
decision ahead.
The process gave the shareholders a structured way to assess the opportunity, negotiate from a considered position, and keep the management team focused on the business.
Explore Mara Ellis's profileSTART WITH THE QUESTION
Move with a
clearer position.
Your consultation request will include this representative matter as helpful background for our first conversation.