Strategic Buyer

Good news: They often pay a premium for an acquisition, as much as 8X-10X EBITDA. They want to enhance their company by capturing market share, gaining access to new customers, obtaining technology and innovation, etc.

Bad news: They are slow-moving on an acquisition. They do not want the seller’s back office. Their intention is complete integration of the seller’s company into their existing business. They may pass on a company who appears difficult to integrate, regardless of the company’s market value.

Best Price: A sale to a strategic buyer will usually give you the best price for the company (Sell Your Business Your Way, p. 18).

Create Synergy: Strategic buyers look for companies that will create synergy with their existing businesses. Because strategic buyers may actually get more value out of an acquisition than the intrinsic value of the company being acquired, strategic buyers will usually be willing to pay a premium price in order to have the deal go through (Investopedia.com).

Motivations of the Strategic Buyer: Strategic buyers have different motivations and goals than other buyers. They often are more inclined to pay more for a business than other buyers because of their goals and objectives. According to the book, Middle Market M&A (pp. 28-29), some of these goals and objectives might be to:

    1. Expand into a new geography
    2. Capture market share
    3. Improve speed into the market
    4. Gain access to new customers
    5. Access technology and innovation
    6. Overcome IP (Intellectual Property) innovations
    7. Strengthen the pool of talent and capacities
    8. Complete or augment a product or service line
    9. Prevent a competitor from gaining market advantages
    10. Create an opportunistic buying opportunity
    11. Obtain other critical assets, such as contracts
    12. Create a competitive barrier to entry

Some differences between a strategic and financial buyer

Evaluation of your business

Strategic Buyer

How your business will tie in with their existing business. Focused heavily on synergies and integration capacities

Financial Buyer

Evaluate the opportunity as a stand-alone entity. Often buy businesses partially with debt. They scrutinize the business’ capacity to generate cash-generating capabilities

Merits of the industry

Strategic Buyer

Knows a lot about your industry, its competitive landscape and current trends

Financial Buyer

Is not as familiar with your industry. Will spend time on the macro view of your company and its industry. Will spend a lot of time on the risks of a given industry

Back-office Infrastructure

Strategic Buyer

Is not as interested in the back-office because these costs will be eliminated after the sale. The seller should not make this an important part of the sale

Financial Buyer

Needs your back-office infrastructure and will scrutinize it heavily during due diligence. The seller should make this an important part of the sale

Investment Horizon

Strategic Buyer

Intends on owning an acquired business indefinitely, often fully integrating the company into their existing business

Financial Buyer

Plans on selling the business in four (4) to seven (7) years. See no value in buying a business for 8X EBITDA if they can only sell it for 6X EBITDA five years later. They are looking for a good ROI

Transaction Efficiency

Strategic Buyer

Strategic investors may take a long time due to slow-moving boards of directors, bureaucratic committees, etc.

Financial Buyer

Financial buyers are in the business of making acquisitions. It is one of their core competencies to execute deals in a timely fashion