AE COOPERMEDTECH VENTURES

CLIENT PORTALSCHEDULE A CALL

AE COOPERMEDTECH VENTURES

CLIENT PORTALSCHEDULE A CALL

⎯ ADVISORY SERVICES

Three services. Clear scope. Defined Deliverables.

50% to 80% of sell-side M&A initiatives across the lower-to-middle market fail to ever reach a signed and closed definitive agreement. The attrition rate in the medical device sector rests at the higher end. Studies indicate that valuation gaps, QMS discrepancies, commercialization lags, and deal fatigue all contribute to medtech's higher deal failure rate. Eliminating deal risk isn't possible but staging the exit decision to optimize timing and mitigate the friction that stalls M&A initiatives is the only intelligent approach to your most critical corporate decision.

I

Raise-or-Exit Analysis

STRATEGIC DECISION REVIEW · $9,500

Credit available toward Exit Roadmap if engaged sequentially. Delivered within 3–4 weeks.

An independent, buyer-informed assessment of whether a medical device M&A exit is viable, timing-appropriate, and structurally superior to raising another round. This engagement is delivered without a mandate interest in either outcome — the analysis goes where the data leads.
Most founders approach the raise-or-exit decision without a credible valuation anchor. This engagement establishes one, grounded in comparable transactions, acquirer strategic logic, and a realistic reading of where the company sits in the current buyer landscape.

DELIVERABLES

— Strategic acquirer landscape, mapped by acquisition motivation

— Indicative valuation range with deal structure scenarios

—Timing assessment against clinical and commercial milestones

— Raise vs. exit recommendation with supporting rationale

— Buyer readiness gaps and remediation priorities

— Cap table modeling across exit scenarios

IDEAL FOR

Founders and boards with a cleared or commercially active device, approaching the end of a funding runway or facing a raise decision, who want an unconflicted read on whether an exit is viable and what it would be worth before committing to either path.

II

Exit Roadmap

STRATEGIC: $8,500 · PREMIUM: $12,500

Strategic tier: positioning and buyer strategy. Premium tier: full materials scope including CIM outline and management presentation structure. Both delivered within 4–6 weeks.

A structured, execution-ready plan for companies that have decided to pursue an M&A exit and want a clear, buyer-aligned positioning strategy before a formal process begins. The Roadmap can be used as a standalone planning engagement or as a direct precursor to Sell-Side Process Leadership.

The distinction between the Strategic and Premium tiers is materials depth. The Strategic tier delivers the positioning framework and buyer strategy; the Premium tier extends into full materials scope — CIM outline, management presentation structure, data room checklist — so the company is execution-ready before the first buyer contact is made.

DELIVERABLES - BOTH TIERS

— Tiered buyer universe with outreach sequencing

— Deal narrative and buyer-facing positioning 

— Valuation study with anchor, central, and reach

— Acquirer-specific positioning by category

— Premium: CIM outline and structure

— Premium: Management presentation framework

— Premium: Data room preparation checklist

— Premium: NDA and process letter templates

IDEAL FOR

Founders and boards who have decided to pursue an exit and want a precise, buyer-informed plan before outreach begins — or who want to run an initial process phase themselves and need the strategic foundation to do it credibly.

III

Sell-Side Process Leadership

RETAINER + STRUCTURED SUCCESS FEE

Engagement economics discussed during the initial call. Graduated success fee waterfall + full retainer credit.

Full leadership of a structured, competitive sell-side M&A process — from process design and buyer outreach through letter of intent, diligence management, and close. For founders, boards, and investors who want experienced advisory leadership on a transaction without the economics or scale requirements of a middle-market firm or investment bank.
Process architecture, documentation standards, and buyer management protocols for both formal multi-party processes and bi-lateral transactions.

DELIVERABLES & PROCESS LEADERSHIP

— Process design and competitive tension strategy

— Targeted buyer outreach and indication management 

— CIM, management presentation, data room build

— NDA management and process letter distribution

— IOI and LOI negotiation support with legal counsel

— Diligence management and buyer Q&A coordination

— Definitive agreement support in coordination with WSGR

— Close coordination and post-signing obligationS

IDEAL FOR

Founders and boards with distinct assets (IP, clinical studies, early revenue) and a defined exit thesis, ready to run a formal process. Companies expecting deal values in the $10M–$200M+ range where middle-market bank economics don't fit and broker services don't meet the process standard buyers expect.

HOW A PROCESS RUNS

From first conversation to close — a consistent architecture.

01.

Positioning & Materials

Buyer universe mapping, deal narrative development, CIM and management presentation, data room build, NDA and process letter preparation. Typically 4–6 weeks depending on company readiness.

02.

Outreach & Indications

Targeted outreach to tiered buyer universe. Management presentations with qualified parties. IOI collection and evaluation. Process letter distribution to finalists. Competitive tension management throughout.

03.

LOI, Diligence & Close

LOI negotiation in coordination with M&A legal representation. Diligence management, buyer Q&A, and definitive agreement support. Earnout and CVR structure review. Close coordination.

Process management and success-fee structures built for what lower middle market medical device companies can sustain — not a scaled-down version of what works for a $500M deal.

Fee structure and engagement economics are discussed during the initial, fee-free call.

SCHEDULE A CALL