M&A Nexus™: The Official Investment Banking Platform™
1. M&A Nexus™
The Official Online Investment Banking Platform™
Michael Herlache MBA
Managing Director, Holdings Industries
April 13, 2015
2. M&A Nexus: The Official Online Investment Banking Platform
I. Vision
II. Capabilities
III. Work Breakdown Structure
IV. Database Architecture
V. Database Breakdown
VI. Database Breakdown Financial Modeling
VII. Database Breakdown Valuation
VIII. Subdatabase Conversion
IX. User Group Architecture
X. Message Architecture
XI. Communication Architecture
XII. Process Architecture
XIII. Platform Customization
XIV. The Sales Funnel
XV. Monetization
XVI. Monetization Timeline
XVII. Exit
XVIII. Exit Timeline
4. M&A Nexus Vision
Phase I: Paid Membership
Phase II: Business Brokerage - Analyst and Associate deal origination team selling lead to highest
bidder (auction based upon deal %)
Phase III: FINRA compliant Investment Bank
Phase IV: Independent investment bankers globally underneath the umbrella of M&A Nexus
23. M&A Nexus: Message Architecture
M&A Nexus is the official investment banking platform. Connect with
Investment Banking professionals for advisory, capital raising, and M&A
services. Principals list their deal and then get bids from investment
bankers for their deals.
25. M&A Nexus: Communication Architecture
Database Lead
Communication: Email
Based
User Communication:
Platform Based
Paid User
Communication:
Platform & Email Based
• M&A Nexus is the official investment
banking platform. Connect with
Investment Banking professionals for
advisory, capital raising, and M&A
services. Principals list their deal and then
get bids from investment bankers for their
deals. Create your free profile & business
page now and start doing deals.
• Upgrade to paid membership to
communicate with Principals and access
deal flow
• Monthly payment invoicing and renewal
autopay via PayPal
27. M&A Nexus: Process Architecture
Pay for M&A Nexus
Premium Subscription?
Yes
No
Can create profile, page
Functionality accessed includes message box, messaging, deals mod
Can go from guest to registered member after creating a profile and
page; by trying to access message box, messaging, or deals mod,
guest will be prompted to upgrade to premium membership
31. M&A Nexus: The Subscription Sales Funnel
1. Which of the targets
in the database
confirm their accounts?
2. Which of the targets
in the database
Claim their page?
3. Which of the verified
accounts gets invoiced?
4. Which of the invoiced
accounts starts paying?
5. Which of the paying accounts
does so on a monthly basis?
32. M&A Nexus: The Advertising Sales Funnel
1. Which of the
Accounts click on
Advertising offer
in shoutbox?
2. Which of the verified
accounts gets invoiced?
3. Which of the invoiced
accounts starts paying?
4. Which of the paying accounts
does so on a monthly basis?
34. M&A Nexus Monetization
Phase I: Paid Membership, $34.95 monthly
Phase II: Business Brokerage - Analyst and Associate deal origination team selling lead to highest
bidder (auction) (% of transaction) (average lead price of $1,500 to $3,000)
Phase III: FINRA compliant Investment Bank deal fees of 3% transaction size
Phase IV: Independent investment bankers globally underneath the umbrella of M&A Nexus with
deal fee split of 50%-50%
36. M&A Nexus Monetization Timeline
Phase I: Paid Membership, $34.95 monthly
Phase II: Business Brokerage - Analyst and Associate deal origination team selling lead to highest bidder (auction) (% of transaction) average lead
price of $1,500 to $3,000
Phase III: FINRA compliant Investment Bank deal fees of 3% transaction size
Phase IV: Independent investment bankers globally underneath the umbrella of M&A Nexus with deal fee split of 50%-50%
Phase I: Year 1
to Year 3
Phase II: Year 3 to
Year 6
Phase III: Year 6
to Year 8
Phase IV: Year 8
to Perpetuity
38. M&A Nexus Exit
At 50 mm valuation make partial exit to strategic (to large commercial banks or existing
investment bank) or financial at pre IPO to cash out. After increasing valuation to $100
mm then full cash out at IPO.
40. M&A Nexus Exit Timeline
Partial Exit to Strategic or
Financial: Year 3 to Year 6
Exit at IPO: Year 6 to Year 8
At 50 mm valuation make partial exit to strategic (to large commercial banks or existing
investment bank) or financial at pre IPO to cash out. After increasing valuation to $100
mm then full cash out at IPO.