Considering an Early Exit for your medtech startup?
Unlock Maximum Value With Our Flat Rate Early Exit Service
In medical device development, timing is everything. Early exits allow you to capitalize on market trends, reduce risk, and maximize returns while you still hold a unique, competitive edge in your market
Are we a Perfect Match?
The Early Exit Strategy+Prep service was developed for specific types of medtech startups that often fall outside the typical target profile. If the following criteria describe your company, technology & value expectations, our service could be your ideal solution.
Lower-middle market (aka 'small ball'); $2M - $25M deal value expectation is our sweet spot.
FDA/Health Canada Class I or II devices at the Proof of Concept stage or later are a strong fit.
Industry standard process, documentation & patents sellable intellectual property.
A privately held, clear cap table with shareholders on board and a dedicated deal lead is critical.
Small Ball Strategies In Your Inbox
'Small ball' strategies are efficient, tactical initiatives to prepare for, attract, and secure durable deals. This weekly newsletter includes strategies, tactics, and tips to help you lead your medical device startup or SMB to a successful and durable equity/asset sale or partnership
The Secrets to Success of your early exit, in brief
Very few medtech startups are fortunate enough to be discovered by a strategic and fall, effortlessly, into an advantageous, durable exit. Most must take fate into their own hands to navigate their best exit outcome.
1. Timing
Your technology status & IP, your market's trends, impending catalysts & strategics' activities
2. Research
Identify your best prospective acquirers; eat, sleep, & breathe their priorities & pain points
3. Strategy
Use market and prospect inflection points to capitalize on strengths & mitigate weakness
4. Execution
You must approach your exit as a formal initiative; drive the strategy, manage the stress
5. Support
Your legal counsel (M&A + IP), accountant, Board Directors & exit advisor are your lifelines
Prepare toExecute a Flawless Exit
The Early Exit Strategy+Prep service packages handle all the heavy lifting — research, strategy, and preparation — so you are perfectly positioned to lead your most successful early exit
Phase 1
Evaluate & Optimize
$6,500
Wasting time and opportunities by groping around in the dark and hoping for the best is a recipe for failure.Get clarity with an expert M&A feasibility study that brings your early exit outlook into focus, determines your odds of success and tells you how to beat them.This service package includes:
Internal Audit: Technology (COGS, IP, regulatory & reimbursement), corporate structure & investment, reputation & marketing assets
Exit Market Evaluation: Incumbents, emerging competitors, alliances & partnerships, your specific market M&A deals, trends & upcoming catalysts
Exit SWOT Analysis & Valuation Models: An efficient SWOT analysis that gives you the unvarnished lay of the land & nuanced valuation models based on qualitative factors and quantitative estimates using a combination of DCF, COMPS, VC, RAROI valuation methods.
Prep Plan of Action: Actionable strategies & tactics to prepare for exit and optimize your odds of a successful, durable & highest value exit.
*Phase 1 is required to proceed to Phase 2 but in no way obligates you to do so
Phase 2
Strategize & Implement
$12,500
Armed with a clear vision from Phase 1, we'll develop everything you need to crush your most successful exit.From the comprehensive strategy and tactical plan to presentation materials, outreach, and deal lead prep + support, you can confidently lead your best exit.This service package includes:
Exit Game Plan : Expert, custom strategy, positioning, messaging, timeline & conditional alternatives.
M&A Prospectus: A compelling & impactful presentation showcasing your value, in PDF & trackable web formats
Top Buyer Intel: A Master File for each of your top 6 potential acquirers including past deals, current priorities, contacts & best approach strategies
Outreach & DD Templates: Email outreach, sequence & response templates for each of the Top 6 potential buyers + a custom DD tracker
Expert Support: 10 advisory hours to review above deliverables, prepare your deal lead, troubleshoot execution, and if required, sit in on initial prospect calls
*Fees are USD and payable by credit card, check, or bank transfer
The Success Story I get asked about the most
Every medtech exit is unique and represents an epic saga of near loss and final saves. People love a good 'triumph against all odds story' and the following has that in spades. Check it out and see what's possible.
Amanda Cooper
Over the last 15 years, I've brought my experience and education in medical device development, mergers & acquisitions, strategic engagement, and negotiation to bear for startup medical device developers across Canada and the US.I choose to focus on assisting medtech startups to achieve early exits through acquisition and partnerships because the courage, dedication and investment required to develop an innovative medical device should never be for naught.
If you've got questions, we've got answers
Exit initiatives are fraught with uncertainty; determining the best approach for your medtech startup need not be. We'll get the ball rolling with some FAQs and invite you to get in touch with queries specific to your situation
What constitutes an early exit?
An early exit as one in which the company and/or its technology has not reached its full potential. For our purposes this can be a medtech SME with technology on the market that they've not been able to successfully commercialize or a medical device startup that has run out of financial runway but still has promising technology in development or valuable IP.
We're trying to raise capital - is this for us?
100%. This service is completely confidential and your exit strategy can be executed with a stealth approach. Even better, our Phase 1 service package arms you with an expert commercial perspective that impresses and persuades investors while our Phase 2 service package can be tailored to enhance your capital raise efforts while pursuing a successful exit.
How does this differ from using a broker?
Brokers act as agents, approaching potential acquirers on your behalf, in exchange for engagement & success fees (percentage of sale).Our Early Exit Services are designed to empower you to lead your own exit initiative, thus avoiding the significant risks of outsourcing your company's most critical endeavour. You are the very best champion for your exit. We'll give you the tools and support to lead it to victory.
Why are your services & materials superior?
Hands On Success - Medtech Specificity - Bespoke Strategy
Successful exits via M&A are rare. Medtech early exits are rarer still, confounded by unfinished device development, regulatory clearance and lack of market share or revenue to inform value. 'High level' strategies and cookie cutter tactics will get you nowhere. I approach your unique situation with the creativity and boots on the ground lessons I learned in achieving that rare success.
Why flat fee & what's the relative value for us?
Because the last thing you need when you’re at a crossroad is one more consultant racking up billable hours for an indeterminate length of time. This a sharpshooter engagement with defined actionable deliverables that you most likely need ASAP. Knowing the total fee from the outset eliminates anxiety due to cost ambiguity and aligns our goals and priorities.Your alternatives are to engage a consultant for an hourly fee ($250+per hour), use a broker (5-10% success fee, plus retainer), or do it entirely on your own, calculating the cost of your time and lost daily leadership costs.
What's the process & timeline if we proceed?
We'll start with an introductory call to make sure we're a good fit and if so, we'll schedule an intake call, set up a client portal where we can share files, and get to work. Review sessions at key intervals ensure we're on the right track. Phase 1 can be completed in as little as 2 weeks from engagement, and Phase 2 within 4 weeks from that phase's engagement.
The early exit resources you need to succeed
A collection of tools and tips developed specifically for medical device startup and SMB leaders to execute an exit and finish strong
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Your corporate legacy is in your hands
Medtech success can be ambiguous and elusive; your commitment to choosing the correct course and finishing strong should be anything but. If your version of success looks like an early exit through acquisition by an organization better positioned to market your technology, we'd like to help.
© AE Cooper Medical Ventures. All rights reserved.