Our Services

By looking more deeply into your company’s operations, markets, customers, and competitors, strives to uncover insights and therefore, more value, so we can best position your company in order to maximize outcomes for shareholders.

Service

Sell-Side
Advisory Services

We advise and execute private business sales, private equity and venture capital backed company sales, and corporate divestitures. Partnering with management, we create a clear thesis and structured transaction plan so our clients realize the highest possible value from a company sale, private equity recapitalization, a business unit divestiture, and buy-side processes.

Optimizing Value

Our success depends on our ability to analyze and structure transactions that optimize shareholder value. We work diligently to deliver successful outcomes by using all of our strengths: deep sector knowledge, years of operating experience, a strong buyer and investor network, and expert execution. Above all, we are client advocates. We only win when our clients win!

Thoughtful Leadership

Our sell-side engagements are well-thought-out to help clients achieve their financial and strategic objectives which could be a full sale of their business, partnering with private equity to achieve more growth, or a divestiture of a business line or unit. Our approach, operating experience, and financial intellect are skillfully applied to define the strategy that will identify serious buyers, optimize the offer, and protect the intrinsic values of the business.

Timing to Market

Many of our clients have made a definitive decision to sell their business if and when the “price is right”. However, others are primarily interested in judiciously assessing the current M&A environment within their respective market or trying to validate and determine how to best respond to an unsolicited overture from a potential acquirer.

Uncompromising Approach

While owners and shareholders are intent on receiving the highest value possible for their business, they are equally determined not to compromise their operations due to a loss of management focus, customer loyalty, competitive assaults, or employee anxiety. We invest the time required to effectively find, negotiate and secure the best transaction possible without compromising terms or structure.

Service

Strategic
Advisory Services

Our growth strategy enables companies to improve their core business and increase shareholder value. We accomplish this with strategic advisory services, which include board-level growth investment advisory, growth-oriented capital raises, and buy-side acquisition strategies. Whether an owner or shareholder is contemplating an exit or interested in raising capital from a growth partner or financial sponsor, the strategy begins now. We help business owners maximize value by focusing on the following key areas:

Strategic Positioning

We recognize the significance that strategic positioning efforts can have on increasing the value of every business and our goal is to assist our clients with developing and implementing these critical value creation initiatives.

Exit / Raising Capital

Whether an owner or shareholder is contemplating an exit or interested in raising capital from a growth partner or financial sponsor, the strategy begins now.

Improving Core Business

We help companies improve their core business in order to grow via acquisitions and/or capital raises – and enhance company value!

Expertise & Experience

Our objectivity, industry expertise, and deal experience are all critical factors in preparing for and executing a successful transaction. We have distinguished ourselves by the insightful senior-level market expertise we bring to the engagement as well as our unique ability to generate a constructive dialogue among the key market players. We help management develop strategies to grow their businesses in order to be in a position that maximizes shareholder value.

TRANSACTION

Regardless of the ownership structure, we act with the mentality of a shareholder advocate.

We serve a broad spectrum of organizations, ranging from early stage, high growth companies to well-established, multi-billion dollar global corporations.