We'll help you solve your most complex problems
How can we help your business thrive?
Business Consulting Services
Business Strategy
Operations X-Value Chain
Cost Transformation
Big Data & Cloud Analytics Solutions
Employee Retention & Engagement
Family & Private Business Services
Execution & Value Assurance
M&A and Transaction Process Excellence
Industry Expertise
Manufacturing Industries
Engineered Products and Services
Utilities, Power Grid, and Field Services
Off-Highway And Commercial Vehicles
Transportation, Distribution
Business Services
Energy Storage and Distribution
Environmental Services and Recycling
Construction And Equipment
Ownership Transition & Transactions
Ownership Structure
- We support small family-owned businesses, private or closely held entities, and majority stakeholder-held companies.
Target Size
- We deal with a variety of companies, but we specifically target enterprises with $1-$50M revenue or EBITDA of $300K-$15M
Business Characteristics
- Management Team: Strong track record of results with awareness of how to collaborate to achieve outcomes.
- Sustainable Growth: Exposure to end-markets and niches with steady growth
- Competitive Strategy: Small market niche leaders with defensible market position and leadership market share/brand/NPS
- Stable Margin Profile: Ability to create cost advantage opportunities relative to industry peers.
- Scalable Business Model: Infrastructure and linkages that supports market share growth.
- ROI Through Cycles: Track record of free cash flow through economic cycles.
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Getting Started
1
Holistic assessment of the end-to-end business and stakeholders
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Pro-active Planning
2
Succession & continuity
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Practical financial & Strategic Options
3
Proprietary financial valuation
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Design for Target Results
4
How to “stage” your business for the best financial outcomes
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Execute Securely
5
How to maneuver in the transactions process
Why you’ll want to work with us
INSIGHT
We spent time on the other side of the table. We know what a buyer will do after acquiring your company, let’s do them now and keep that value for you.
We spent time on the other side of the table. We know what a buyer will do after acquiring your company, let’s do them now and keep that value for you.
ACCRETIVE VALUE
We can help you keep >10X the value you built
We can help you keep >10X the value you built
INCENTIVES
We align our time, energy and capital to achieve your specific goals.
We align our time, energy and capital to achieve your specific goals.
HERITAGE
We have owned, run and exited business ourselves. We have been in your shoes.
We have owned, run and exited business ourselves. We have been in your shoes.
PROCESS
Our carefully designed approach focuses on empowering you with practical intelligence that is hard to acquire, and the steps you need to take.
Our carefully designed approach focuses on empowering you with practical intelligence that is hard to acquire, and the steps you need to take.
HOLISTIC NETWORK
Our clinical psychologists help you navigate sensitive topics while maintaining long-term relationships. Our network of transaction experts and former business owners advise you on timing, positioning, what to expect, best fit buyer and planning required.
Our clinical psychologists help you navigate sensitive topics while maintaining long-term relationships. Our network of transaction experts and former business owners advise you on timing, positioning, what to expect, best fit buyer and planning required.