Mergers and Acquisitions Case Study

A small niche software company needed to expand and revitalize its business.


The CEO and Board of Directors believed that expansion could be better accomplished through acquiring a company rather than using its limited cash to expand its operations. The corporate structure of this small public company was problematic and suitable acquisition candidates were hard to locate.

Keystone Gate Involvement:

Keystone Gate was referred by one of the Board of Directors. The Company was analyzed, reviewed, and a plan was presented to the CEO and the Board of Directors. The strategy was conditionally approved by the Board of Directors based on negotiations with several major shareholders, stakeholders and investors


Keystone Gate Solution:

The strategic plan was in three stages; corporate restructuring to allow acquisition through stock, research into finding the right acquisition company, negotiation, and structure of the acquisition. Keystone Gate handled all three processes, including due diligence, while reporting directly to the Board of Directors. With defined milestones and objectives, Keystone Gate organized the players including attorneys, auditors, and the Company's CEO and CFO to meet the Company's goals.


In the course of six months the Company completed its corporate restructuring, reviewed six acquisition candidates and finally selecting one, Keystone Gate negotiated favorable terms (all based on a stock swap), and helped smoothly integrate the acquisition. A new revenue stream and an expanded technology base increased the awareness and reputation of the Company in the public market.

About Keystone Gate

Founded in 2013, Keystone Gate has long been recognized for advising small companies in multiple industries to achieve success and growth. We specialize in strategic corporate development, financial analysis, and in-depth reporting of the processes that drive a business and allow our clients to make better, more informed strategic decisions in the areas important to them.

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Keystone Gate's mission is to provide the highest quality service to its clients.

Business opportunities grow in size and complexity; advisory relationships are more important than ever and need to be based on trust and respect. We pride ourselves on our work ethic, ability to deliver, and our track record of successes.

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