A handful of engagements told the way they actually happened: situation, approach, outcome.
Reframed around full-suite expansion and payment monetization. We named the headwinds before buyers could, then ran a competitive process that held value above the sector median.
An attractive inbound the data couldn’t support. We read the retrade coming, kept the field competitive, and closed with a strategic buyer well above where the first offer collapsed.
Twice failed to sell, undone by misunderstood retention metrics. We recast churn to the truth, rebuilt the narrative, and ran a controlled process that lifted closing value above the buyer’s first LOI.
A vertical SaaS platform that had an embedded payments revenue stream, valued on subscription revenue alone. We repositioned it as a payments business and kept bidders warm through exclusivity, winning more cash at close for the sellers.
Thirty minutes with the senior team. Bring the story. We will pressure-test it and give you a grounded view on timing and value.
Schedule a Working SessionThe deal terms that quietly move value, monthly, from Shane. No spam, no marketing, no padding. Just the writing that founders actually keep.