Employing a proprietary shareholder liquidity framework, StrategyFirst, we align product and operational capabilities with market white space to create superior outcomes for capital formation and shareholder liquidity events. By first optimizing a client's strategy and operations, we engage the market once the highest impact value-creation strategies begin to show empirical results. Working holistically with founders, management teams, and investors, we help our clients focus on the right sequence of strategic and operational steps to maximize value given their exit time horizon.
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 then work directly with the client, or through our curated network of subject matter experts, to enhance value via best practices.
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.