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US Senior Sell-Side M&A Advisor for SaaS Technology Asset Sale
Project
Briefing
We are supporting a technology operator in the sell-side disposal of a production-ready, pre-revenue interactive livestreaming SaaS platform. The asset comprises a creator-facing studio product, an embeddable player, an integrated Stripe Connect billing layer, and a LiveKit-based real-time infrastructure deployed on AWS — but has not yet generated meaningful commercial traction. The advisor will own end-to-end transaction execution: shaping the equity story for a pre-revenue tech asset, identifying and approaching the right strategic acquirers or partners, running a disciplined process, and driving the deal to close within a compressed 3–6 month window. Compensation is structured as a meaningful upfront retainer plus a generous success fee in the 15–20% range.
Responsibilities:
/ Develop a compelling sell-side narrative and equity story that positions a pre-revenue technology asset on the basis of its IP, infrastructure, productisation, and strategic optionality rather than financial performance.
/ Build and prioritise a tailored buyer universe across strategic acquirers in livestreaming, video infrastructure, creator-economy platforms, B2B SaaS, and adjacent verticals where the technology stack is accretive.
/ Prepare all transaction marketing materials, including teaser, IM/CIM, management presentation, and supporting technical/architecture appendices.
/ Run a structured outreach and engagement process — managing NDAs, first-round indications, management meetings, and bid coordination.
/ Set up, populate, and manage the virtual data room across legal, technical, IP, commercial, and corporate workstreams.
/ Lead negotiation of LOIs, term sheets, and the final SPA / asset purchase agreement, coordinating with legal counsel and tax advisors.
/ Manage buyer-side diligence end-to-end, including technical and IP-focused workstreams that are atypical for traditional sell-side mandates.
/ Drive the process to close, including signing, closing mechanics, and any earn-out or contingent consideration structuring.
Requirements:
/ Possess a demonstrable track record of executing sell-side M&A or asset sales in the technology, SaaS, or digital media sectors, ideally including pre-revenue or capability-driven transactions.
/ Demonstrate a tested buyer network across strategic acquirers in streaming, creator economy, video infrastructure, B2B SaaS, and adjacent technology verticals.
/ Show fluency in framing valuation for pre-revenue or sub-scale assets — including IP value, technology replacement cost, team value, and strategic synergy storylines.
/ Exhibit hands-on process leadership, with the seniority and credibility to engage directly with founders, CEOs, corp dev leads, and strategic acquirers as the lead deal partner.
/ Possess working knowledge of modern SaaS architecture and infrastructure components (real-time video / WebRTC, embeddable web players, payment-platform integrations, cloud-native deployments) sufficient to credibly position the asset to technical buyers.
/ Demonstrate immediate availability and the bandwidth to drive a transaction to close within 3–6 months.
Nice to Have:
/ Prior tenure at a technology-focused M&A boutique with a strong sell-side practice.
/ Personal relationships with corp dev teams at major streaming, video, or creator-economy platforms.
/ Experience structuring acqui-hire or asset-purchase transactions where consideration is heavily weighted toward equity, earn-outs, or retention packages.
/ Familiarity with LiveKit, WebRTC infrastructure, or real-time video tooling at a technical level.
/ Prior advisor-side experience working on founder-led sale processes with concentrated decision-making.
Scope of Work:
/ Pre-launch phase: equity story development, buyer mapping, marketing materials, data room build-out (weeks 1–3).
/ Outreach and first-round phase: targeted approach to strategic acquirers, NDA management, teaser distribution, IOI collection (weeks 3–8).
/ Management meetings and second-round phase: coordinating diligence, managing buyer questions, refining bids (weeks 8–14).
/ LOI/SPA negotiation and close: term sheet negotiation, exclusivity, confirmatory diligence, signing, closing (weeks 14–24).
/ Ongoing reporting and process governance with the founding team throughout the engagement.
3-6 Months
Hourly
America/Chicago
English
Who else is applying for this project?
Santa Monica, United States
Experience:
28 years
Seniority:
Senior
Interview scheduled
San Francisco, United States
Experience:
22 years
Seniority:
Senior
Connected
San Francisco, United States
Experience:
19 years
Seniority:
Senior
Connected
Madrid, Spain
Experience:
13 years
Seniority:
Manager
Applied
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