locationSan Francisco, California, United States
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Merger and Acquisition Advisory (1)
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Patrick H.
Validated reviewer
Jul 31, 2018
Merger and Acquisition Advisory
rating comments
Process was well executed from start to finish. Everyone one on the team was very knowledgeable and professional.
Willingness To Recommend
Everyone on the team was a pleasure to work with and very dedicated to ensuring a successful transaction.
Everyone on the team had a very good understanding of our business and they were able to provide great advice on business and transaction strategy.
Their communication was timely and easy to understand. The senior team members were always available for board calls or management calls.
Invested a significant amount of time in understanding our business in detail to ensure they had a thorough understanding of the business and to improve the process with prospective buyers/investors.
Industry Knowledge
Strong knowledge of SAAS businesses and metrics and potential buyers/investors
What did you like best about your experience with the Firm?

FT Partners takes a slightly different approach to their advisory services compared to other bankers. We were engaged with them for nearly 2 years before we started the process. During that time period, they provided valuable insight to our strategy and marketing conditions. In addition, they used that time to fully understand our business. The engagement was more of a partnership and not a transaction for them.

What did you like least about your experience with the Firm?


What recommendations would you make to other businesses considering engaging this Firm?

They provide great strategic advice, so don't wait until you are ready to transact to engage them.

What recommendations would you make to the Firm?

Don't change your process!

Other comments?

Overall, a great team!

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