B2B Payments Software CDD & Deal Execution | Genesis Advisory
Genesis supported a PE firm on buy-side CDD and deal execution for a B2B FinTech payments platform, enabling an A$50–100m acquisition that has grown strongly post-close.
Case Studies
M&A Advisory — Origination & Deal Execution
Origination: Medical Devices Bolt-On Acquisitions
Acquisition strategy implemented to source meaningful bolt-on acquisitions for a private equity-owned medical devices distribution business, identifying adjacent growth channels and delivering two completed deals worth close to $80m EV.
THE PROBLEM
Sourcing and executing bolt-on acquisitions
OUR APPROACH & SOLUTIONS
Adjacency analysis, targeted origination program and negotiations through to signed term sheets
Adjacency Analysis & Sub-Sector Prioritisation
Origination Program & Target Engagement
- Conducted an ‘adjacency from the core’ analysis identifying attractive channels and geographies
- Identified multiple healthcare sub-sectors as attractive for acquisition and prioritised targeting sequence
- Mapped each market to size potential targets for engagement
- Engaged in origination across each prioritised market, developing outreach materials and a targeted engagement approach
- Conducted negotiations with interested targets through to signed term sheets
- Passed deal execution to the PE fund following signed term sheet
Adjacency Analysis & Sub-Sector Prioritisation
- Conducted an 'adjacency from the core' analysis identifying attractive channels and geographies
- Identified multiple healthcare sub-sectors as attractive for acquisition and prioritised targeting sequence
- Mapped each market to size potential targets for engagement
Origination Program & Target Engagement
- Engaged in origination across each prioritised market, developing outreach materials and a targeted engagement approach
- Conducted negotiations with interested targets through to signed term sheets
- Passed deal execution to the PE fund following signed term sheet
THE RESULT
894 targets identified, 91 approached, 10 engaged, 4 term sheets signed — 2 deals completed, worth close to $80m EV.
The acquisitions created a real ‘second leg’ to the business, establishing a competitive end-to-end offering in the medical devices distribution market. Deals were executed at strongly value-accretive prices, resulting in a material uplift in enterprise value. The outcome delivered an outstanding result for the PE fund on exit.
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