Buy-side M&A Engagement. Daymark pursued M&A targets on behalf of client and provided assistance with deal structure and negotiations that lead to a successful transaction. Separately, Daymark provided client with due diligence services and is assisting the client with the negotiation of a software licensing agreement.

Client: National Personal Lines Insurance Carrier
Service: Growth Consulting

Consulting engagement. Daymark provided client with a market assessment and assisted Company to refine and refocus its worksite marketing distribution strategy.

Client: Private Label Banking Service Provider
Service: Growth Consulting

Consulting Engagement. Daymark provided client with strategic marketing and corporate media relations services to assist this growth stage company to gain market traction, visibility and improve sales effectiveness.

Client: Business Services Provider Offering Workplace Conflict Solutions
Service: Growth Consulting

Consulting engagement. Daymark assisted Company to refine its business and market launch strategy. As part of this efforts, Daymark assisted Company to refine its marketing positioning, creating new corporate collateral, provided introductions to potential distribution alliance partners, and assisted management to refine its positioning for capital raising efforts.

Client: Privacy and Security Business Services Company
Service: Growth Consulting

Consulting engagement(s). Daymark assisted Company with a market assessment for one of its product offerings. Subsequent to the market assessment, Daymark developed the product’s marketing plan, pricing strategy as well as sales and distribution relationships for Company. On a separate engagement Daymark assisted Company with the product development, launch and sales / distribution of a HIPAA related product suite.

Client: Financial Services Firm Serving the Pre-Need Market
(public company)
Service: Growth Consulting / Financial Advisory

Consulting engagement, buy-side M&A assignment. Daymark was retained by this client to assist the Company to further develop a worksite and affinity marketing strategy. Daymark assisted Company’s executive management to reposition the Company’s business plan and assisted Company to develop strategic alliances to improve its product distribution capabilities. In addition, Daymark assisted Company to develop deal structure and negotiating strategy for several targeted acquisitions.

Client: Integrated learning and business information system
solution provider
Service: Growth Consulting

Consulting engagement. Daymark assisted Company to penetrate a new market sector. As part of this effort, Daymark provided Company with market research and analysis, created market positioning and appropriate sales collateral as well as provided introductions and cultivation of prospective direct customer relationships.

Client: Global benefits administration and customer interaction
software firm
Service: Growth consulting

Consulting engagement. Daymark provided Client with a market assessment and helped refine its product offering and technology specifications to suit the needs of the U.S. marketplace. Daymark assisted Company with its marketing positioning, pricing, development of sales channel partnerships and strategic alliances.

Client: Payroll ASP
Service: Financial Advisory

Sell-side M&A assignment. Daymark assisted Company with its positioning, identified and cultivated prospective acquirers.

Client: Online P&C claims settlement firm
Service: Growth consulting

Consulting engagement. Daymark assisted Company to refine and refocus its market positioning and sales strategy.

Client: Data Storage Software Developer and Marketer
Service: Growth Consulting and Financial Advisory

Consulting engagement, buy-side M&A. Daymark was retained by an optical data storage software company in the medical imaging industry to architect and implement its growth strategy. Daymark structured and negotiated the acquisition of a complementary software development firm. In addition, Daymark provided management with corporate governance guidance, strategic marketing and media relations services.

Client: Defined Contribution Healthcare Reimbursement Arrangement (HRA/HSA) administrator
Service: Growth consulting, financial advisory

Equity capital raise, consulting engagement. Daymark assisted Company to develop its business plan and private placement documents for an angel round of financing. Daymark cultivated prospective investors on Company’s behalf and facilitated negotiations. In addition, Daymark provided this client with a business valuation.

Client: Web-based asset allocation simulation software company
Service: Growth consulting, financial advisory

Growth consulting and sell side M&A. Daymark assisted Company with the development of sales channel partnerships, and provided an introduction to a national, publicly traded firm. Daymark assisted Company with its market positioning, identified and cultivated prospective investors.

Client: Benefits administration services company
Service: Growth consulting

Consulting engagements. Daymark provided marketing assistance to Company through the creation of marketing materials for Company targeted at sales channel partners. Daymark assisted Company with the cultivation of sales channel partner relationships.