Case Study: a New York-based software company achieves a smooth $300 million exit with G-Squared Partners

New York-based Software Company nets $300 million exit with G-Squared Partners

The client, a New York-based software company founded by a husband-and-wife team, was preparing for a sale but faced a significant challenge: its accounting environment was disorganized, with the books not closed for four years and no reconciliations or audits performed. This posed a major barrier to a successful transaction. The owners turned to G-Squared Partners for their sale readiness services to address these issues.

G-Squared Partners comprehensively restated four years of financial statements and implemented robust accounting processes. This preparation ensured a smooth due diligence and Quality of Earnings process with potential acquirers, ultimately leading to a successful $300 million exit to a private equity firm. The vendor's work streamlined negotiations and allowed the founders to achieve a life-changing outcome. Following the sale, the private equity firm retained G-Squared Partners to support the post-transition integration.

New York-based Software Company