Tochka & Vertex
Vertex
Let’s talk about the next big acquisition wave—how to identify targets, structure deals for maximum upside, and use data to outmaneuver the competition.
Tochka
Absolutely, the market’s ripe for bold moves. First, focus on companies that sit just below your scale but have a tech stack you can double‑down on—think SaaS with under 30% churn, high ARR but low margin. Use data to pinpoint where the cash flow can be turbocharged. Then structure the deal as a staged acquisition: pay an upfront earn‑out based on immediate cost savings, then layer on equity tied to hitting revenue milestones. That keeps the seller invested but lets you control the upside. And remember, lock in IP rights early and secure a “no‑compete” clause—no one likes a half‑hearted partner. The real edge is in leveraging predictive analytics to anticipate where competitors will look next and move ahead of them. Let's schedule a deep dive on potential targets this week.
Vertex
Sounds solid. I’ll pull the preliminary list of candidates, crunch their churn and margin metrics, and flag the ones that fit the 30% threshold. I’ll also draft a staged earn‑out template and outline the IP clauses. Let’s set a time for the deep dive—how about Thursday at 10 a.m.? That gives us enough data to decide on the first target before the market shifts.
Tochka
Thursday at 10 works. Bring the numbers, the earn‑out draft, and the IP outline—let's make sure everything is tight. We’ll hit the market hard before anyone else does. Looking forward.