M&A Advisory, Raise Capital or Be exit-ready
If you’re preparing to raise capital, run an M&A process, or simply want to make the business exit-ready, I help you create clarity fast, and turn it into execution. I’m Wilhelm Bergman, ex Director of M&A, COO/CFO, and founder of an M&A advisory practice. I’ve worked hands-on across 30+ acquisitions and advised founder-led teams through fundraising, buyer conversations, diligence, and negotiations. My style is practical and direct: tight narrative, clean numbers, and a controlled process. What I can help you with 1) Become exit-ready (2–6 week sprint) * Rebuild KPIs (MRR/ARR, churn, CAC/LTV, cohorts, margin bridge, cash) * Normalize EBITDA (one-offs, owner adjustments, true run-rate) * Build a buyer-ready data room and “Week 1 pack” (the docs buyers ask for first) * Diligence prep: Q&A log, red-flag scan, consistency checks across materials 2) Raise capital (Seed → Growth) * Investor story and positioning (why now, why win, why this round) * Deck teardown and rewrite (what investors actually look for) * Metrics pack and model support (only what’s needed, no fluff) * Target investor mapping, outreach structure, and term-sheet support 3) M&A advisory (buy-side or sell-side) * Valuation range and structure (earn-outs, rollovers, incentives) * Buyer/investor mapping and outreach approach * Process management (teaser/IM support, IOI/LOI flow, timeline control) * Negotiation support and diligence readiness to protect value Who this is for Founder-led B2B SaaS / tech-enabled businesses (often first-time fundraising or first-time sale) who want to look professional quickly, and avoid losing weeks in back-and-forth, messy docs, and unclear KPIs. How we work A short kickoff to define goal and constraints, then working sessions with clear deliverables each week. You’ll leave every interaction with: decisions made, a next-step plan, and materials that stand up to scrutiny. Send me: (1) your goal and timing, (2) business model and traction, (3) where you feel “not ready” today, and I’ll propose the fastest path to investor/buyer readiness.
Advisory Scope Summary
Exit-readiness, fundraising, and M&A execution support: KPI/finance cleanup, EBITDA normalization, investor/buyer narrative, data room & “Week 1 pack”, diligence prep, buyer/investor mapping & outreach structure, valuation and deal-structure guidance, and negotiation support.