Why Timing Is Everything

Are you prepared for growth capital or an M&A exit?

Author

Tom Schapira
January 14, 2025

As 2025 begins, the path to securing growth capital, planning an M&A exit, or executing a tuck-in acquisition is clearer for those who start early. Success in today’s market isn’t just about timing—it’s about preparation, precision, and telling a story that resonates with sophisticated investors.

Transactions take time, often 4–6 months to complete. Starting now positions you to make key announcements by mid-year at conferences like Money 20/20 Amsterdam or FTT Payments in June. The process typically looks like this:

  • Month 1: Preparing for due diligence—audits, governance, and financials.

  • Month 2: Crafting your narrative—engaging the right investors or buyers.

  • Month 3: Securing offers (IOIs)—shortlisting serious contenders.

  • Month 4: Negotiating LOIs—establishing deal terms.

  • Months 5–6: Finalizing the deal—ensuring compliance and fund transfers.

Delays now mean missed opportunities later.

Navigating Sophisticated Markets
Today’s investors and buyers come prepared with complex strategies and deal terms. To stand out, founders must be ready to address nuanced topics such as:

  • Convertible Notes & Warrants: Balancing flexibility with control.

  • Structured Equity: Avoiding terms that dilute long-term value.

  • Milestone-Driven Investments: Aligning deliverables with realistic growth metrics.

  • Capped vs. Uncapped Notes: Understanding the impact on valuations.

  • Revenue-Based Financing: Deciding when this alternative works best.

These intricacies aren’t just details—they’re the foundations of successful negotiations. Being prepared ensures you meet expectations and secure the best outcomes.

The Time to Act Is Now
With 2025 underway, now is the moment to:

  • Refine your 2024 metrics into a compelling story.

  • Anticipate the expectations of investors and strategic or financial buyers.

  • Position yourself to succeed at key industry moments this year.

Success in today’s market requires trusted guidance to navigate the complexities of growth capital, M&A, and acquisitions. If you're ready to move forward, let’s talk.

Tom C. Schapira
Founder and CEO
Imagine Capital Group
E: [email protected]
Website http://www.imaginecapitalgroup.com

Securities Offered through Wellesley Hills Securities. Member FINRA/SIPC