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Transactions

September 2015
Paris, France
has acquired the Business Process Management business from
Palo Alto, CA


Background

In Q2 2015, M&A met with Intalio, Inc., a fast-growing, innovative business process management (“BPM”) provider based in Palo Alto, California. Intalio’s stakeholders desired liquidity and were driving management towards a sale process without the help of an outside advisor. They invited M&A to bring a buyer into the process.

M&A quickly recognized the strong potential strategic fit between Intalio’s BPM business and that of Everteam, a Lyon, France-based provider of enterprise content management (“ECM”) solutions that M&A has known for several years. M&A knew that Everteam was searching for the right vehicle to help penetrate the U.S. market.  Shortly after discussing the opportunity with Bechara Wakim, the founder and CEO of Everteam, M&A was appointed to advise Everteam on the acquisition of Intalio.



Overview

As Everteam’s exclusive strategic and financial advisor, M&A helped Everteam to better understand Intalio’s business, market opportunity, strengths and weaknesses, value the company and communicate with the Intalio Board of directors. After many phone calls, emails and in-person meetings, M&A assisted Everteam in structuring, communicating and negotiating a non-binding proposal for Everteam to acquire the Business Process Management business from Intalio. Once the proposal was accepted, M&A worked with Everteam to assist in the management of confirmatory due diligence reviews and the negotiation of definitive agreements.

M&A Role

M&A acted as exclusive strategic and financial advisor to the shareholders and management of Everteam. M&A worked to initiate discussions, value the company, help negotiate the letter of intent, assist in due diligence reviews, find creative solutions and forge agreements to resolve challenges, coordinate the drafting of purchase agreements and facilitate the closing of the transaction.

Press

Everteam Accelerates Global Strategy with Acquisition of Intalio

September 30, 2015

Integration of leading ECM and BPM technologies to deliver unique business automation applications to a global enterprise market.

Paris, France, and Boston, USA, September 30, 2015 – Everteam, a leading enterprise content management (“ECM”) company with distribution in France and the Middle East, is pleased to announce that it has completed the acquisition of Intalio, the developers of Intalio|bpms, a leading business process management (“BPM”) solution with distribution in the United States, Europe, and Asia.

The acquisition, which formally closed earlier this month, includes the sales, marketing, support and development infrastructure within Intalio. As part of the acquisition, the company has expanded its base of operations in Boston, Massachusetts.

“We believe now is the time to reignite our efforts at global expansion and in particular, the US, and we are choosing to do this in a decisive, strategic manner,” said Béchara Wakim, President of Everteam. “The technology behind Intalio|bpms is complementary to Everteam’s ECM offering, and together I see the potential to offer a superior business application with significant global market.”

The combination of Everteam’s award-winning ECM and Intalio’s customer-validated BPM solution will allow the company to create a new generation of workflow improvement solutions that demand a focused and context-specific combination of content and process management capabilities.

Together, the combined companies can provide an unmatched portfolio of process and content management solutions that integrate with existing infractures, extending IT investments even further.

The newly combined entity has over 300 employees and will operate worldwide with offices in the United States, France, Lebanon, and Singapore.

Marlin and Associates acted as exclusive strategic and financial advisor to Everteam in connection with this transaction.

About Intalio
Intalio – The Modern Way to Build Business Applications. Intalio’s suite of products enables organizations, large and small, to rapidly build business applications that leverage processes, deliver compelling user experiences and are scalable from behind the firewall to the cloud enabling businesses to support an agile response to their market. Our standards-based software can be found powering some of the largest businesses in the world.

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