Transaction Support

We provide end-to-end transaction support for early-stage and innovation-driven companies, and the investors, bankers, and legal advisors who work with them. Whether our clients are raising capital, exploring a strategic partnership, or executing a full or partial exit, we help them move through the transaction lifecycle with clarity, precision, and confidence.

Our team brings together strategic insight, market understanding, and analytical depth to shape and position each opportunity. We assess the company’s strengths, address potential vulnerabilities, and build the materials, models, and messaging needed to engage counterparties effectively.

We support both buy-side and sell-side transactions, across a wide range of industries including life sciences, healthcare, technology, and other IP-based businesses. Our work spans:

  • Capital Raising Preparation – investor narratives, market validation, business model articulation, financial modeling, and support with materials (decks, data rooms, FAQs)

  • Buy-Side Support – target screening, strategic fit analysis, commercial due diligence, integration strategy

  • Sell-Side Readiness – positioning, CIM input, valuation frameworks, market characterization, and management team coaching

  • Partnerships & Licensing – value articulation, partner screening, term sheet support, and opportunity framing

  • Cross-Functional Coordination – working across management, boards, bankers, legal, and investors to maintain alignment, discipline, and momentum

We understand that timing, credibility, and preparation often define transaction success. Our role is to help our clients anticipate the questions that matter—and be ready with thoughtful, well-grounded answers.

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Deal strategy and execution

Transaction Support

Business Outcomes

Our transaction support services are designed to help clients unlock value, reduce risk, and strengthen outcomes at every stage of a deal process. With Elm as your partner, you can expect:

Stronger Strategic Positioning

We help shape a compelling, defensible narrative that resonates with the right counterparties—be they investors, acquirers, or partners. Clients walk into conversations with a sharper articulation of their opportunity and a clearer sense of where and how they create value.

Accelerated Deal Readiness

We anticipate what buyers, investors, and partners will ask—and ensure the right materials, data, and analysis are in place. Our clients benefit from tighter timelines, fewer surprises, and stronger internal alignment.

Improved Valuation Confidence

Through market modeling, benchmarking, and scenario analysis, we help clients enter negotiations with greater clarity around what their business is worth... and why. This strengthens both negotiation positioning and decision-making.

Smarter Targeting and Fit

On the buy side, we help clients define what a “good” deal looks like, and avoid wasted cycles on misaligned opportunities. On the sell side, our framing and segmentation help attract the right type of attention.

Cross-Stakeholder Coordination

We keep management, boards, bankers, and legal advisors aligned on strategy, sequencing, and messaging, supporting stronger execution and better decision-making under pressure.

Industries

Life Sciences

Healthcare

Technology / IP-Based