ENSURING PRE AND POST-CLOSE SUCCESS

for acquisitions less than $30M

M&A specialists with years of global leadership experience, Wanaka Global mitigates critical risk areas for buyers by providing:

Due diligence management

Technical and operational due diligence

Integration design, planning and execution

Definition of founder roles in the acquired business

We provide your acquisition project with the expertise and full-time attention it requires. By focusing completely on bringing your goals to reality, the maximum value of your investment can be realized with minimal disruption to your core business.

David (Principal, Wanaka Global) has the knowledge, the experience, and the emotional intelligence and humility to engage successfully with teams on both sides of the deal. For Tango Card, he made a real and significant contribution in realizing the full value of the acquisition.

David Leeds, Founder and CEO Tango Card

Rationale

Why we do what we do

Due Diligence

Most sellers only sell once and are unfamiliar with the due diligence process. Overwhelmed by the volume of requests, fulfillment is tardy or incomplete, delaying the process and potentially placing the deal terms at risk.

Conversely, buyers often confound the seller with incomplete or unnecessary requests adding stress to an already frustrating process.

A dedicated resource available to the seller to assist with due diligence compliance mitigates these risks.

Integration Plan

According to HBR research, a key cause of the destruction of an acquired company's value is an inadequate evaluation of the synergies between the two businesses. The process of defining a comprehensive, detailed integration plan shines a spotlight on flawed assumptions. With a clear shared view of the expectations of the deal, execution of the plan post-close assures that expected value is exceeded.

Interim Leadership

Nonstrategic, inappropriate leadership post-close is a common cause of underperforming acquisitions.

Whether it is supporting the new combined senior team with on-the-ground insights, or being the acting CEO, the buyer has new alternatives when considering leadership challenges.

Services

PRE-CLOSE

Liaise between your team and the seller's to ensure timely fulfillment of due diligence requests in the required format

Technical assessments, including source code reviews

Operational assessments, including scalability and key personnel reviews

Collaboratively develop a detailed integration plan which, when executed, will deliver the expected deal value.

POST-CLOSE

Diligent execution of the integration plan so that all staff remain on-strategy and integration activities are not overshadowed by day-to-day operations

Support acquired staff in navigating the new organization, especially concerning support services and engineering

If strategic functional leadership positions are vacant, provide interim cover and recruit to fill if required

If founder(s) exit the business on close, perform interim leadership role.

Performance Guarantee

40% of the total fees on qualifying contracts are set aside and payable only on achievement of agreed performance targets.

Case Studies

Complex cultural differences enveloped this transaction involving multiple Brazilian entities with over 150 employees where only the executive team spoke English, and an American buyer. Rapid integration of all companies onto the buyer's operational systems and methodologies was critical to facilitate the growth envisioned by the transaction price
Take an international transaction with an American buyer and a Belgium seller, add different first languages, very different work ethics, and a heavily regulated labor market, and you have a complex, high-risk transaction. By contracting David van Toor to move to Brussels and nurture the deal to close, and then remain as European Managing Director the seller eliminated the risks created by this complexity.
The acquisition of GiftCertificates.com by incentives leader Tango Card represented their first such transaction. By contracting David van Toor during the due diligence process and post-close as the on-site point of contact, Tango Card was able to develop and execute on a comprehensive plan that will deliver on the objectives of the transaction.

About Us

David van Toor, Principal

David is a global technology leader with over 20 years of functional and operational experience in software businesses up to US$100M, culminating in global M&A leadership and execution.

Holding dual passports and able to live and work anywhere with minimal notice he offers acquisitive companies a unique resource to assist in or lead M&A projects.

With proven success in immersing himself in the acquired business both pre and post-close David has the skills and experience to ensure the expected value of the acquisition is exceeded.

Download Resume

Wanaka LLC

Greater Denver area

Colorado

david@wanaka.global

949.383.6760