FOCUSED ON RESULTS
Discover how we can help your business reach its full potential.
Business Situations Where We Engage
01
Opportunity
Expansion
New Initiatives
Enhancing Existing Capabilities
02
Challenge & Change
Addressing Challenges
Managing Change
Optimization
03
Transitions
Ownership Transition
Buying / Selling
Financing
Representative Engagements
Agriculture
Construction
Manufacturing
Service
Technology
Opportunity
$80M+ Specialty Furnishings Company Operating on 3 Continents
Manufacturing
Specialty Furnishings
Client had signed a letter of intent to acquire a company with multiple international entities:
We listened to the client priorities and prepared a diligence list to address those concerns. We summarized the important financial metrics, identified adjustments to focus the financial results on the key business activities, and highlighted areas where changing legal/financial rules could impact future results.
Manufacturing
Startup business with high CAPEX requirements
Client had a new venture and was securing equity and debt financing:
We helped provide operational and financial support so that the client could secure the access to capital required for their venture.
Commercial & Residential Service
$45M Company expands through multiple Acquisitions executed in-house
Client desired to execute a regional acquisition strategy:
We listened to the owner's strategy and developed a plan enabling the existing finance team to execute serial acquisitions. We provided training and ongoing support to achieve the strategy.
Challenge & Change
Commercial & Residential Service
Investments to support rapid growth required changes to the company's debt agreements
Our Client needed to restructure their debt:
We dug into the business and worked with the client to develop and communicate a plan to the lender to deepen the relationship and improve communication.
Technology
Regional service provider successfully expands into new lines of business
The client’s management team was having difficulty making decisions regarding CapEx projects with competing objectives:
We met with the management team and facilitated a discussion to help the client prioritize the KPIs they use to measure successful projects. We also discussed the need to build a dashboard that reports out the KPIs and the frequency of the dashboard should be updated.
Construction
Continued support of internal growth initiatives required augmenting the finance team
The client was undergoing rapid change and was having difficulty in staffing it's finance team:
We listened to the client to prioritize & define the priorities for the candidate by enabling the organization to change and then helping to select the candidate for the future state of the finance department.
Industry: Diversified
Client had multiple lines of business:
We facilitated the profitability analysis of the different business units and helped the owner to increase profitability and increase cash flow.
Speciality Contractor / Services
Engaged by Private Equity client for interim and long-term strategy implementation
Client experienced a significant change in business conditions and the CFO left the company:
We helped assess the situation, worked with the client and client creditor to determine a transition plan and helped place a resource to manage the business under its new conditions.
Transitions
Technology Consulting
$85M sale to a PE-backed technology firm
Client was approached by a strategic buyer sponsored by a PE firm:
We assisted in communicating the company's financial performance on a different basis of accounting. Worked with buyers' transaction advisors to translate the financial results into the buyer's accounting policy and facilitate a successful exit.
Industry: Private Equity
Legacy business owner
Client had a successful operating company and was pursued by PE firms:
We facilitated prioritizing the deals, communicating the financial performance of the company, and advised the client on the structure of the transaction.
Construction
Legacy business owner
Client needed to replace its CFO:
Based on its historical knowledge of the firm's values, and priorities, we helped to document key processes and systems, and participated in meetings with the existing staff to facilitate a common understanding between staff and management on the profile and skills of high-priority candidates. We then assisted in the interview process to ensure that the most important technical job and performance skills were present in the candidate.
