Plan strategically, exit successfully.

Investment banking, advisory, and consulting services for emerging growth companies.

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Have the Right Exit Strategy

Identify the Right Buyer

Sell at the Right Time, For the Right Price

Deal Preparation & Exit Planning

Preparing for a transaction can take 3-5x longer than the transaction itself. Finding the time and the resources to prepare for a future event while also running your business can be challenging. We work with you to:

Evaluate the critical systems and processes investors will be looking for

Develop a plan for enhancing the operational, financial, and sales/marketing processes in order to meet expectations

Bring together resources to fill in the gaps

Provide ongoing consulting to meet future transaction timeline

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Valuation

Understanding your business value and strategic positioning within your market is paramount to a successful deal closing. We work with owners and their accountants to:

Formulate a business valuation based on relevant comparables and industry multiples that best match your specific industry niche.

Evaluate target prices based on various M&A scenarios

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Capital Raising

We work with institutional investors, sourcing requisite debt and equity growth capital for growing middle market companies companies

Senior Debt

Unitranche Debt

Subordinated Debt

Acquisition Financing

Equity

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M & A Advisory

When it comes time to sell your company, having the right professional assistance through this difficult process is critical. The right team will help make execution successful and will help to maximize the value of your company.

Minority Sale

Majority Sale

Full Sale

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How the process works:

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Discovery & Analysis

Our goal in the initial phase is to determine where you are today, where you’d like to be in the future, and what valuation you can expect for your business. We’ll use a number of tools and processes to understand your business, how it compares to the competition, how it is positioned within the industry as a whole, and what the current market demand is.

Create & Execute A Strategy

We offer a range of value enhancement advisory/consulting services to help prepare your company for a successful sale or exit. When we’ve established the right time to sell or exit, we’ll do everything that’s needed to take your company to market including the identification of potential buyers, creation of marketing material, and negotiation.

Own Your Future

Deal structuring can be as crucial to the overall success of selling your business as any other part of the process. We will structure a deal that achieves your personal and financial goals.

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4 Things You Can Do Today To Prepare for a Future Sale

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