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Next Stage Advisors

Using our deep-domain knowledge and software company operating experience, Next Stage Advisors works with enterprise manufacturing, engineering and supply-chain software companies and IIoT companies, in North America and Europe, to help them build towards the next stage in their lifecycle.

We do this by assisting with:

  • M&A

  • Capital Raising

  • Long-Term Growth/Acquisition Strategy

  • Acquisition Preparation

We also work with venture and private equity firms on:

  • Providing expertise to help investment firms truly understand the potential and risks of investment opportunities

  • Engaging with the management teams of portfolio companies to provide assistance with strategic planning and M&A

Engagement Areas

M&A Strategy & Execution

Our team's extensive expertise in Manufacturing and Engineering software and Industrial Internet of Things (IIoT) allows us to:

  • Understand our client’s strategic value propositions in depth

  • Grasp complex industry dynamics and competitive landscapes

  • Effectively articulate our client’s unique strengths and differentiators

  • Identify and communicate growth potential to potential acquirers

  • Connect our client’s capabilities to acquirers' strategic priorities

  • Position our clients as compelling investment opportunities

By combining technical knowledge with market insights, we effectively convey the strategic significance of our client's offerings to potential acquirers.  This approach enables us to present clients as attractive investment targets that align with buyers' objectives and decision-making criteria.

Capital Raising 

Drawing from our experience as former founders and software company operators, we understand that choosing the right financial partner is a strategic decision that goes beyond capital. It significantly impacts a company's growth and success.  We collaborate closely with clients to understand their goals across three key dimensions:

  • Personal Aspirations

  • Financial Objectives

  • Company Culture

This holistic approach enables us to curate a tailored selection of financial partners whose values, vision, and operational philosophies align with our client's unique needs and priorities.

Preparing for Acquisition

The journey towards a successful exit begins long before a transaction takes place. While the spotlight often shines on high-profile deals that garner significant valuations, the untold stories of failed transactions remain largely unheard. These failures frequently stem from a lack of robust financial metrics, inadequate corporate governance, or the absence of a strategic long-term plan that resonates with potential acquirers.

At our firm, we understand that a successful exit is not merely a transactional event but a culmination of meticulous preparation and strategic foresight. We work closely with our clients to ensure they have the right foundational elements in place, positioning them for a seamless transaction and maximizing the company's value.

Our approach begins with a comprehensive assessment of our clients' financial metrics and corporate governance frameworks to ensure they meet the standards and scrutiny of potential acquirers. We then collaborate with our clients to implement robust proceses, fostering transparency, accountability, and operational excellence – attributes that instill confidence in prospective buyers.

However, our true differentiator lies in our ability to assist in developing compelling strategic plans that articulate a clear vision for long-term growth and value creation.

Long-Term Growth

&

Acquisition Strategy 

Our firm specializes in working with executive teams and growth-equity firms on strategic acquisitions for software companies, focusing on:

  • Aligning with clients' long-term growth strategies

  • Identifying targets that enhance product portfolios and technological capabilities

  • Uncovering synergistic opportunities to strengthen market positions

  • Evaluating potential new revenue streams

  • Assisting with due diligence and market analysis

We collaborate closely with leadership teams and investors to understand their vision and objectives. Our expertise helps clients navigate acquisition complexities, capitalize on transformative opportunities, and drive sustained growth toward market leadership. By leveraging our strategic insights, industry knowledge, and transaction experience, we empower clients to make confident decisions that fortify their competitive advantages and accelerate business growth.

Extended Exec Team Member for a Capital Raise or M&A Process

Our firm seamlessly integrates with clients' management teams to handle capital raises and M&A processes, allowing executives to focus on core business operations. Our team will:

  • Manage internal aspects of transactions

  • Enable leadership to concentrate on growth and profitability

  • Act as a liaison between clients and existing acquirers or investment bankers

  • Facilitate communication and collaboration

  • Minimize disruptions to strategic focus

By taking on these responsibilities, we ensure operational continuity while navigating complex financial transactions, enabling our clients to drive their businesses forward during critical periods of transformation.

Representative Clients and Transactions

About Us

We are a team of entrepreneurs, software corporate executives and experienced M&A advisors.  Our combined expertise allows us to assist our clients through a variety of stages of development, investment and growth.

 Offices

Boston
101 Federal St
Suite 1900
Boston, MA 02110