Target wanted optionality, not a bid

Made an approach last year. Decent asset, but carried themselves like they were the best name in the space.

We kept it soft and didn’t come in too hot. Target said they weren’t “running a process.” Too busy growing.

Found a comp that actually wanted to get something done and closed. Clean process and great strategic fit.

Guess who calls when the announcement drops? Target. “Why didn’t you come to me first?”

Bro! I did. You wouldn’t even get an NDA going. You wanted to be pursued indefinitely with no commitment. Not “let’s revisit terms.” Not “we’re ready now.” Just wounded confusion that the market cleared without you.

Anyway, the comp is integrating beautifully. Target is still “focused on growth.”

How would you advise target if you were their banker?

4 Comments
 
Funniest

I don't like how this sounds a little bit too much like my dating life

 

I’d advise them to continue their organic growth (working out) and potentially consider inorganic growth (boob job). This should set them up for a massive exit to only fans capital partners.

 

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