Whether you are planning an exit from your business or exploring new growth opportunities, our process starts with helping you define your personal, family and business goals and objectives.

We invest the time necessary to thoroughly understand your business and the industry in which the company operates. We focus on educating you about the various options available for your specific situation to help you make well-informed decisions.

SELL- SIDE REPRESENTATION

SELLING YOUR business

Using a controlled competitive bid process, we confidentially market your business to a select group of targeted buyers including private equity firms, family offices, private investment firms and strategic industry buyers. Our research capabilities ensure that your business characteristics match the investment criteria specified by each potential investor included on the targeted buyers list.

Recapitalization Transactions

If you are interested in a partial liquidity event to cash out a portion of your business ownership, we prepare a recapitalization plan for presentation to a select group of private equity firms, family offices and private investment firms. A recapitalization transaction provides a “second bite of the apple” opportunity when the new investor exits the business or at some other agreed upon time.

BUY-SIDE REPRESENTATION

Outsourced Corporate Development

We work with companies to determine specific acquisition criteria, then develop an acquisition growth plan to research, identify, evaluate, and contact potential acquisition targets. We work with targets interested in combining with our client and lead the acquisition process from initial valuation analysis through due diligence to closing.

ACQUISITION ADVISORY SERVICES

We work with search funds and private investors to help them identify and acquire a business to own and operate that meets their specified investment criteria.

Management Buy-Out

In a management buy-out transaction, a business is sold to its management team who might partner with a private equity firm or family office to provide the capital to fund the purchase of the business.

CORPORATE ADVISORY SERVICES

EXECUTIVE ADVISORY SERVICES

• CEO support services

• Business Assessment Report – a financial and operational analysis of the business to identify its strengths, areas in need of improvement, recommended solutions and related implementation plan, and value growth opportunities. We determine a current indicated value range of the business as a baseline for comparison to future valuations

• Ownership transition planning – we help business owners define their goals and timing for a possible exit; we develop a plan to both enhance the marketability of the business and maximize its value

CFO ADVISORY SERVICES

• CFO support services

• Financial Modeling, Budgets and Forecasts – we develop financial models to help you prepare both annual budgets and a rolling 3-year financial forecast. Developing forecast assumptions helps management identify and plan for key strategic initiatives.

• Financial Planning and Analysis services such as:

  • Developing and monitoring Key Performance Indicators (KPIs)

  • Calculating and monitoring bank loan covenant ratios such as cash flow coverage ratios, debt to equity ratios, interest coverage ratios, etc.

  • Analyzing gross profit margin by product/service, by customer, by industries served, etc.

  • Other analytical financial services