Insights

Prior to engaging Shane and Zach, Worksuite had two previous late-stage investments that failed. Having gone through both successful and unsuccessful transactions… I thought, why do I need to pay someone to do this for me? Honestly, I would not do a transaction without Shane and Zach. They ensured firms aligned with our cultural needs and vision, making every meeting purposeful. Personally, Shane was a great sounding board, coach, and teammate. The team provided comprehensive data analysis and invaluable assistance, allowing me to elevate discussions to a more strategic level.

Zach and Shane were pivotal in our deal. They were very respectful of how we wanted to communicate and always took the high road. They applied the competitive pressure with other Letters of Intent and allowed me to keep the relationship up. They gave us a big ‘leg up’ with their industry expertise and financial knowledge that was key to getting the deal successfully closed. We would not have had that otherwise.