stay involved in the business, and grow the business with additional capital through acquisitions or a merger.
Therefore the engagement included putting a firm stake in the ground and normalizing the financials to GAAP, assessing and explaining the past and projecting a reasonable, achievable future outlook, bring private equity and mezzanine financing partners to the table willing to pay a price the owner and investor would agree to.
This need is common to many successful entrepreneurial small business owners. Sometimes it’s motivated by a desire to retire and requires a succession planning evaluation (family transition, leadership assessment, outside partners, etc.), sell-side consultation and representation, sell-buy transaction assistance, and so on. Other times, as in the case described, it’s about converting ill-liquid net worth into cash or a more liquid asset, accessing growth capital, and finding the right financial partners.
Our team has experience with these kinds of needs and can lead a team of internal and external resources to consummate the transaction, or, as required, can bring a full team of experts to execute it; and even act as a growth partner managing or assisting with future M&A activity.