Consulting
We guide and help our clients by evaluating all options and translating results from a clear growth-path into measurable returns, act as negotiators and consultants on behalf of clients when appropriate and execute a lucrative and optimal transaction benefiting the organization by bringing in the right financial or strategic partner.
- We are committed and willing to work with clients long before any liquidity event is in sight
- We look to do the right transaction, not just any transaction
- We understand the importance to be ready to go to market
- Throughout our firm we have specific industry experts across many disciplines and sectors
- We understand value and what it means to market participants, investors, partners, and owners
How We Can Help:
Outline Growth Strategies
- Organic: increased revenue from existing customers and new clients
- Target growth per year
- Acquisition: fragmented industry with many small players
- Refine strategy to fit with existing business, growth goals and fastest path to success
- Other strategies to scale the business
- Understand and help develop integration and synergistic strategies for growth
- Review geographic focus relative to span of control issues
Deal Target Generation
- Help identify target criteria
- Service offering, size, economics, location
- Identify and pursue potential acquisition targets
- Analyze and evaluate culture fit of candidates
- Negotiate favorable transaction terms and structure
Scrutinize Financial Position
- Outline strengths and weaknesses in Company’s current financial position
- Consult on how to best address weak points
- Manage cashflow for growth and strategic planning
- Capital allocation plans for busines growth?
Due Diligence
- Vetting of potential targets
- Viability relative to size, economics, strategy, fit
- Review reporting for Quality of Earnings (Q of E) analyses
- Manage Q of E process to maximize understanding and minimize costs
- Identify areas of concern for further exploration & explanations
Attract Investors
- Help develop CIM to showcase growth strategy and returns for investors
- Source potential growth capital
- Manage bank financing process when applicable
Logical Sounding Board
- Buffer between targets and Company
- Analysis and comments on how target aligns with stated company goals and objectives
- Suggest alternatives if not best match
