Leave no stone unturned.
Maximising the value and success of transactions goes beyond simply leveraging existing connections. At Caldera Capital, we leave no stone unturned in our relentless outreach efforts. We meticulously map out the universe of potential targets. Whether it is an M&A, capital raising, strategic partnership, or an exit, we ensure that each transaction approach is thoroughly prepared.
Our process involves extensive research and market sounding through our network to stay ahead of trends and adjust our strategies as needed. We collaborate closely with clients and industry experts to expand our search, leveraging specialised knowledge and insights. Through a structured outreach process, we utilise our direct and extended networks. We engage directly with potential contacts, ensuring we explore every opportunity to its full potential. This exhaustive approach maximises opportunities and uncovers the best possible outcomes for our clients.
Mapping out the universe of potential targets
Preparation
Just as preparing a business for a transaction is crucial, so is mapping out the universe of potential targets. Each transaction approach—whether M&A, capital raising, strategic partnership, exit, or others—requires identifying different sets of potential parties, albeit overlapping in some instances. This preparation phase is given as much attention and diligence as the other aspects of deal preparation.
Market sounding
Sounding the market through our network and thorough research helps us stay ahead of emerging trends and position our clients optimally. This involves understanding the landscape and identifying key players who could be potential partners, investors, or acquirers. Additionally, it provides early insights and feedback from the market, allowing us to adjust our approach as/if necessary to ensure alignment with market conditions and expectations, and increase the probability of success.
Expanding the search
We collaborate with industry experts, our clients, and key related parties to build a comprehensive approach. Leveraging specialised knowledge enhances our understanding and ensures that our strategies are well-informed and effective. This collaborative process involves working closely with clients, reaching out to experts in the space as necessary, and utilising our connections with extensive experience in the vertical. Additionally, our dedicated research and analysis contribute significantly to identifying the right opportunities. This comprehensive approach greatly minimises the risk of overlooking a potential opportunity.
Tailoring the outreach
Understanding the market and framing the right angle
We take the time to understand what potential partners, acquirers or investors are looking for in the market. This ensures that our outreach is relevant and targeted, increasing the likelihood of engagement and positive outcomes. This is done in parallel while we map out the universe of potential targets.
For some transactions, framing the objective from the right angle is crucial. In certain instances, particular deal angles can be risky and could negatively impact the market's reaction, including customers and competitors. It is essential to present the transaction in a way that mitigates these risks and highlights strategic benefits. Our extensive experience allows us to expertly navigate these dynamics, ensuring that each opportunity is framed in the most appropriate way to optimise success.
Relevant messaging and targeting
Helping parties understand what's in it for them is crucial. We must recognise that we are dealing with humans on the other end, who are usually busy with full-time roles and responsibilities and not always aligned or incentivised to work on such transactions. We go beyond helping them see why the transaction makes sense to them; we help them see the potential synergies and strategic alignment, and in some cases, even assist the teams pitching it internally.
All those details are different between different groups and, at times, between specific targets. We manage our outreach by customising our approach to address the unique interests and incentives of each party, ensuring that our messaging resonates and facilitates meaningful engagement.
Executing the outreach process
In summary, if we don't know them, someone we know likely does. If not, we don't stop there; we find a way to connect and reach out, leaving no stone unturned.
Strategic contact points
If we have an existing connection, we carefully consider who the best person is to reach out to. Selecting the right contact point is essential for effective communication and engagement. By leveraging established relationships, we ensure that the outreach is both efficient and effective.
Leveraging extended networks
When a direct connection is lacking, we tap into the networks of our network to extend our reach. This approach significantly broadens our access to potential parties, ensuring that we leave no stone unturned.
Direct outreach
For potential contacts beyond our immediate and extended networks, we proactively approach them. Our outreach strategy involves reaching out directly while being as careful with the information shared to protect our clients' interests as much as possible.
