Remarkable M&A and
Capitalization Outcomes
~ Biotech
~ Life Science and Tools
~ Diagnostic
~ Healthtech
~ Lab Services
~ Software
Like every scientific or technological discovery, the dream starts with a spark, an idea, or a hope. But how do such aspirations become reality?
MISSION & GOAL
Our Mission is to assist early-to-mid stage life-science, biotherapeutic, software and technology companies whose owners or Board are ready to raise capital or sell to avoid a failed process or reduction in value because the business is not ready.
Our Goal is to assess “readiness” and align all parties on needed corrective actions and their execution to achieve a singular objective in a timely fashion… A company that is ready for a successful transaction at maximum value.
CHALLENGE
Companies are not transaction-ready for various reasons. Often their challenges are operational and cross-disciplinary in nature.
- Human Capital
- Working Capital
- Investor Liquidity
- Strategy
- Execution
- Board-Executive Team Alignment
An experienced TLG advisor, working in close partnership with the CEO, Board and leadership team, often can more objectively, rapidly and effectively elucidate the most critical opportunities that could adversely affect a successful “transaction-ready” outcome.
APPROACH
A disciplined and singularly purposed engagement process which is:
Operationally focused and led by a TLG Managing Director who has “been in your shoes”, with multiple experiences leading, growing, capitalizing and selling companies.
Guided by a proven methodology adapted to each client's specific situation.
Employs a multi-disciplinary TLG/client partnership approach that involves client-company leaders and experts augmented, as needed, with external expertise from TLG’s network.
Enabled by a TLG/Client Partner team assessing current state issues/opportunities to clarify, verify, and scope the highest value transaction-ready initiative(s), then prepare and execute a timely plan of action to be transaction-ready.
The “on-ramp” into a tailored M&A or capital raise transaction development and execution process.
Highly referenceable outcomes.
METHODOLOGY
Engagement Fit Analysis
(Pre-Contract / Pro-Bono)
- Performed by a TLG Senior Advisor with the CEO and/or Chairman as client-sponsor and primary contact.
- Access to meet and interview key Board members, investors, executives and leaders.
- Access to high-level financial data, cap table, org chart, typical customer presentation and proposal, most recent capital raise and/or M&A deck or PPM, current business plan and model, etc.
-
TLG recommendation/proposal
- Easy start/Easy stop
- Retainer + transaction success bonus - Go / No-Go
PHASES | WORK SUMMARY | LEAD | TIMELINE |
---|---|---|---|
Opportunity Assessment |
|
TLG with Client Executive | < 1 month |
Solution Plan |
|
TLG with Client Executive | < 1 month |
Solution Plan Execution |
|
TLG with Activity Leaders | 2 – 6+ months |
Transaction Execution |
|
Client Leader/TLG as needed | ~6 months |
SOLUTIONS
Co-led by TLG’s Executive Advisor and the client partner leader, the Solution Team is tailored to each engagement’s needs and priorities and may include “hand-picked” participants from each of the following groups:
TLG Managing Director
20 years of successful Executive/C-Level multi-disciplinary expertise in large and early-stage companies across multiple industries:
Jeb Connor – Former HP (now Agilent Technologies) sales, marketing and global general management executive followed by 20+ years as CEO, Chairman and Board member of several successful investor-backed companies.TLG Client Partners
Client Partners are an essential participant in co-leading and contributing to TLG Solution Teams. Typically, they are the majority source of knowledge, information, data, and solution recommendations and are the primary owner of the agreed upon solution implementation. The Client Partner CEO or direct report co-leads with the TLG leader.
CEO, CTO, CSO, CFO, COO’s, etcTLG Consulting Partners
A trusted network of pre-qualified executives with > 15 years of successful Executive/C-Level multi-disciplinary expertise in large and early-stage companies across multiple industries that can be drawn upon including :
CTO’s, CSO’s, CFO’s, COO’s, etc.TLG Functional Partners
An established network of proven expertise that can be tailored to each engagement situation:
Market Research / Sales / Biz Dev / Manufacturing / Accounting / HR / etc.Jeb Connor
Chairman & Managing Director
Twelve-years of foundational sales, business development, marketing, and general management experience with Hewlett-Packard’s Analytical Systems Group (now Agilent Technologies) culminating as global head of HP’s Laboratory Automation Systems Business.
Thirty-plus years as founding executive, CEO, and Chairman of multiple investor backed software and technology companies in the life science, healthcare, information technology and MSP markets, some ground floor start-ups, others as turnarounds, but all involving strategy development, operational execution, capitalization and investor liquidity.
