18-02-2025
Dubb Value Creation Shows Real-World Success as Trusted Partner in Complex Mergers & Acquisitions
Jason Phillips
Contributor
Successfully completing mergers and acquisitions (M&A) has become more difficult with the challenges presented by changing market conditions, regulatory scrutiny, and stakeholder expectations. Adding to the list of complexities are internal issues within organizations. Businesses seeking to finalize acquisitions need guidance from experts who understand the ins and outs of the process and can steer them through every phase. Dubb Value Creation emerges as a reliable partner in this space.
CEO Jonathan Wilson established the firm to bring the sophistication of high-level M&A advisory to businesses generating between $10 million and $50 million in revenue. Since then, Dubb Value has been known for helping companies execute acquisitions that meet their financial goals and protect their core values, leadership vision, and efficiency in operations.
The California-based company's success can be partly attributed to its white-glove service that combines business brokerage, investment banking, and advanced analytics. Dubb Value provides clients with well-coordinated guidance from initial valuation to final integration by bringing these disciplines under one roof.
Many companies looking for M&A support are usually forced to work with separate entities that provide these specializations. Dubb Value's fully integrated approach addresses the problems posed by fragmented services. Thanks to this, companies can make informed, strategic decisions.
Another factor that contributes to the firm's success is its proprietary, five-stage methodology that entails: 1) developing a strong preliminary M&A sell strategy; 2) attracting the right buyer; 3) shortlisting and negotiating with buyers; 4) navigating the due diligence process; and 5) dealing with the organizational and operational separation process. This process has been tested and proven in high-value transactions.
One recent case study illustrates Dubb Value's ability to execute complex deals. It advised a long-standing family-operated leader in education technology through its acquisition by a premier global investment firm specializing in tech-enabled businesses. This nine-figure deal, finalized in Q4 of 2024, allowed the company to scale while preserving its generational legacy and primary mission.
It's worth noting that for over 30 years, the acquired company had been respected in its industry for providing cloud-based software solutions that supported various institutions. Dubb Value helped the firm's leadership select an investment partner that aligned with its vision for long-term growth out of multiple strategic and financial buyers who expressed interest.
'The acquired company's goal is to gain financially and protect the values and legacy it has built over the years,' Wilson shares. 'The investment firm's experience with family-owned businesses and its dedication to upholding the founder's vision made it the perfect fit.'
A pivotal moment in the negotiation process was an intimate dinner between the leadership teams. They shared personal stories about the company's history and its founder's vision. 'This conversation showed how important it is for the acquired company to preserve its legacy. It also further established trust between both parties. It basically shaped the structure of the final deal,' the CEO remarks.
This transaction also represented another milestone for diversity in M&A. Dubb Value, a Black- and LGBTQIA+-owned firm, takes pride in leading deals with a diverse, high-caliber team. The acquisition was overseen by a majority BIPOC group of professionals, illustrating the impact of inclusive leadership in executing successful deals.
Dubb Value is proud to share that the acquired company continues to serve various clients and maintains an outstanding customer satisfaction rating. With its new investment partner, it plans to expand its technology offerings, improve its market position, and sustain its rapid revenue growth. 'The company has already tripled its revenue over the past seven years,' says Wilson. 'This trajectory is expected to continue under its new ownership structure.'
Ultimately, Dubb Value Creation has, time and again, proven itself as a leader in M&A advisory. It continues to help clients achieve successful acquisitions through its holistic approach, proprietary methodology, and commitment to long-term value creation.
*Investing involves risk, and your investment may lose value. Past performance gives no indication of future results. These statements do not constitute and cannot replace investment advice.
