We give our clients the same type of value creation support that portfolio companies at major PE firms (think Vista, Marlin, etc.) receive, all without having to give up a significant equity stake. Using our platform, our clients can monetize their untapped operational potential now, rather than let it lie fallow for a future owner or investor to realize. Our solution identifies the most promising value creation opportunities via a proprietary tech-enabled value creation framework encompassing 12 business functions and 100+ business processes. We then support our clients with a team of change management and industry-specific domain experts that implement initiatives customized to our clients' internal team dynamics and external market realities.
Repeatable patterns for operational success have emerged that scale across software-oriented organizations. Strategic partners and institutional investors are also highly aware of these patterns and use this information asymmetry to capture value that otherwise could accrue to selling shareholders. Recognizing that no company can be best in class at everything, we help our clients identify a cost-effective set of enhancements that will yield the greatest ROI potential in their given time frame.
We are deeply embedded in the industries that we serve and constantly communicate with the leading strategic partners and institutional investors that shape these sectors. Cultivating relationships with the right executive sponsors and key investment decision makers, we enable our clients to strike quickly when buyers have aligned resources around a particular space. By developing bespoke go-to-market strategies for our clients based on our direct-market feedback, we strive to deliver the right message to the right party at the right time.
Led by technology investment banking veteran Christian Vansant, formerly of Lazard and Bear Stearns as well as several leading software M&A boutiques, CAA Holdings professionals have advised on over 100 M&A and capital formation transactions for nearly $10 billion of transaction value.