A Structured, Data-Driven Deal Process
Every Sage engagement follows a disciplined execution framework designed to maximise valuation and minimise execution risk.
1. Diagnose - Fixed-fee Deal Readiness Review
Sage begins with a focused review of the company, asset, data package, market opportunity and transaction potential. The objective is to determine whether a credible licensing, partnering, M&A or strategic financing process is achievable.
2. Decide — Launch, prepare / soft-test or defer
The review leads to a clear board-level decision: proceed directly to market, address priority gaps first, discretely test selected counterparties, or wait for a stronger value inflection point.
3. Position — Define transaction thesis, rights and valuation logic
Sage refines the transaction story, including the value proposition, differentiation, target indication, geographic or rights strategy and realistic valuation framework.
4. Target — SAGEIQ partner discovery and prioritisation
Using SAGEIQ-enabled intelligence and senior transaction judgement, Sage identifies and prioritises the most relevant partners, acquirers, licensees and strategic investors.
5. Engage — Outreach, CDAs, meetings and diligence
Sage manages targeted outreach, follow-up, CDA coordination, data-room access, partner meetings and diligence interactions with priority counterparties.
6. Negotiate and Close — Terms, documentation and completion
Sage supports management and the board through term-sheet assessment, commercial negotiation, transaction structuring and completion alongside legal and other advisers.
Sage added value
We have an outstanding and proven track record in consummating transactions, whether partnering, M&A, licensing, buy-side or sell-side or financing
R&D strategy
We have a strong global network second to none
We provide a reliable commercial development resource and support at a cost significantly less than a full time employee and we are up to speed on day one
We have a strong and well-tuned process for M&A and partnering transactions that makes them efficient and effective
We create a competitive environment for those companies interested in your business
Sage Principals are operating executives who provide high value, senior level strategic management
We are hands-on and accountable
We integrate effectively with our client’s Management Team
