Driving Value for Information and Information Technology Companies

Specialized expertise

We provide strategic advice to help IT and information companies expand, optimize, and succeed. Our tailored solutions focus on growth strategies, capital raising, mergers and acquisitions, and improving operational performance to maximize investor value.

Services

Growth Planning

Customized plans to accelerate the growth of IT companies and investment portfolios.

We bring a broad range of strategic, transaction and management/restructuring experience to companies at all stages of development. Our services include strategic assessment of the potential paths to success for a company. Based on this assessment we can implement a range of activities that will enable principals to optimize the short term and long term outcomes for a company.

Capital Raising

Expert guidance to secure funding and optimize capital structures for IT businesses.

For the Company seeking to raise capital from private capital sources, Heinemann works with the principals and management team to:

  • Prepare a Business Plan that will capture the interest and attention of potential investors
  • Work with the management team to refine its business model and the presentation of that model
  • Identify and establish contact with potential strategic and private equity investors
  • Assist management and principals in structuring and negotiating a successful financing package

M&A Advisory

Strategic support for mergers, acquisitions, and divestitures in the IT sector.

For the company considering a merger, sale, or divestiture, Heinemann works with principals and management to:

  • Evaluate the strengths, weaknesses, competitive positioning and strategy of the business and its principals
  • Establish and estimate of the current market value of the firm
  • Create a document providing an introduction to the company for prospective buyers
  • Identify and discreetly contact potential acquirers
  • Prepare principals, management and the company for subsequent due diligence
  • Assist in the negotiation and structuring of a transaction.

For the company seeking assistance in implementing a growth through acquisition strategy, we will:

  • Work with management to set acquisition strategy and refine candidate selection criteria
  • Identify, qualify and present acquisition candidates to management
  • Approach selected targets
  • Assist in the valuation, structuring and negotiation of transactions

About David Heinemann

Mr. Heinemann has provided financial advisory services to clients in the information industry since 1984. In addition, he has built information companies as a founder, entrepreneur and investor.

He has participated in some 60 merger/acquisition and equity capital raising transactions with a cumulative value of over $1 billion. Among others, he has advised clients in transactions with Advent Software, American Management Systems, CGI, BMC Software, Compuware, Eastman Kodak, EDS, Geocapital, Jefferson-Pilot, Lockheed Martin, MediaNews Group, and Computer Associates, and Primedia.

Mr. Heinemann was a member of the Board of Directors and had C-level operating positions with CJIS GROUP (now GovExec Media) and INPUT (now GovWin), SaaS market intelligence firms focusing on the Government IT sector.

As a strategic advisor, Mr. Heinemann takes an active role with his clients. In some cases he takes on an interim management role to restructure and/or reposition a client’s business for success or refine/refocus its information based product offering or go to market strategy.

Prior to forming Heinemann Advisors, Mr. Heinemann was with Broadview Associates (now Jefferies). Prior to that, Mr. Heinemann developed the personal computer book and software publishing program for Prentice-Hall, Inc.

Mr. Heinemann holds a MBA from Columbia University and a Sc.B. in Physics from Brown University.

Contact

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