Transactions

Waypoint (“Waypoint”), headquartered in West Chester, PA is a leading provider of business intelligence, data management, and analytics solutions and IT services across the U.S. Waypoint has an impeccable track record with a blend of business knowledge, technical skills, and consulting expertise that translates into more value and less risk for their clients. Waypoint’s partners include Snowflake and Qlik.

Situation

• Waypoint’s founders and shareholders were in growth mode and ready to explore M&A options to continue its path to building scale within the data analytics solutions and consulting services sector.
• Waypoint selected Solganick & Co. to assist in evaluating and executing its M&A plans after the founders decided it was the right time to sell the company to a strategic buyer after interviewing 11 investment banks.
• The Solganick team was confident in its ability to leverage its deep industry domain expertise within the IT services and data analytics sectors and relationships to procure multiple high-quality offers in excess of the initial offer received by the Company.

Itentive Healthcare Solutions focuses on software, consulting, information technology and integrated solutions. Headquartered in NY, the company provides full lifecycle business process consulting, systems implementation, application development and managed technology services for healthcare. Itentive helps physician groups and other healthcare organizations unlock the full value of their practice management and electronic health record software investments using a combination of proven best-practices methodology, real-world experience, and innovative state-of-the-art technology.

Strata Information Group, Inc. is an IT consulting firm focused exclusively on the higher education sector. The company provides systems integration and IT assessments to universities and colleges across the U.S.

Situation

• The two co-founders had been running the company for the last 30 years and were ready to transition out for retirement.
• The company hired Solganick & Co. to run a sell-side M&A process and leverage its deep domain expertise and relationships to procure multiple, high-quality offers in excess of the initial offer received by the Company.

iXerv Americas is the leading provider of HR and HCM transformation services leveraging SAP SuccessFactors Human Experience Management (HXM) software suite. The company was the Americas division of iXerv Global, and has offices and clients in the United States, Puerto Rico, Mexico, Brazil, Colombia, and Peru.

Situation

• The founder of iXerv selected Solganick & Co. to assist in evaluating and executing its M&A plans after the Company received significant inbound interest from the market.
• The Solganick & Co. team was confident in its ability to leverage its deep domain expertise and relationships to procure multiple, high-quality offers in excess of the initial offer received by the Company.

Visual BI is a data analytics IT consulting firm with offices in Dallas and India. The Company is a Snowflake Elite Partner and provides cloud data management and integration services.

Situation

• The founder of Visual BI selected Solganick & Co. to assist in evaluating and executing its M&A plans after the Company received an unsolicited offer.
• The Solganick & Co. team was confident in its ability to leverage its deep domain expertise and relationships to procure multiple, high-quality offers in excess of the initial offer received by the Company.