Sell-side Transactions for Technology and Service Providers

LMC’s professionals provide deep expertise in both the insurance as well as the technology/services arenas. Our collective experiences enable us to fully understand the specific technologies and business practices at our client companies as well as how their products and services address the needs of the insurance industry.   It is this unique combination of disciplines that contributes to the successes we generate for our sell-side clients. 

We closely track all companies in this market space.  It keeps us abreast of all prospective buyers and sellers as well as industry trends and valuations. In addition to having relationships with private equity groups that target the cross-section of insurance and technology/services companies, we also have relationships with the strategic investment arms of the major insurance carriers. This allows us to quickly identify and focus on those most qualified as potential buyers.

We treat each sell-side transaction as a highly customized process, with a level of service and senior attention not found at larger investment banking firms.  Every assignment begins by developing a clear understanding of the client’s objectives, business, and strategy. This allows our professionals to identify, analyze, and explain the company’s unique value to potential buyers.  We also understand the importance of leveraging our experience and creativity to design and control every phase of a transaction.  Each assignment also involves the preparation of a Confidential Information Memorandum, a highly focused search for potential buyers, a structured distribution of information to qualified buyers, the creation and coordination of management presentations, the careful selection of a successful bidder, strategically controlled negotiations, and complete guidance through closing with the selected buyer.