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Expansion or Growth
Capital
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Acquisition Capital
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Recapitalization
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Family Succession Recapitalizations
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Management Buy-Outs
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Management Buy-Ins
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Industry Consolidations
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Private-to-Public (Go Public)
Expansion or
Growth Capital
Companies need capital to grow and reach their next level of
success. Without it many companies face a long struggle of
boot-strapping growth through internal cash flow. When a
company has significant opportunities to grow their business and the
management team to execute the plan; we have resources to assist
them.
Acquisition
Capital
Sometimes the best path to growth is not necessarily organic.
Growing through acquisition is a tried and true way to achieve
significant growth and to accomplish it in a much faster timeline
than through organic growth alone. Our resources have decades
of deal and investment experience in helping companies grow through
acquisition.
Recapitalizations
Company owners often seek a recapitalization in order to achieve
what may appear to be conflicting goals: the sale of a significant
portion of the business to create personal liquidity diversifying
personal net worth, while retaining a significant stake in the
business to participate in the future growth. Both of these goals
are well served by a recapitalization from one of our resources,
particularly given many of their track records of helping companies
grow.
Family
Succession Recapitalizations
In the life of family businesses, there often comes a time when a
recap is necessary to transition ownership from one generation of
the family to another, to create liquidity and diversification in an
estate, and to ensure that the next generation gets their
opportunity to run and grow the business. Our resources have an
extensive history of successfully navigating family dynamics and
achieving the often divergent goals of different family members.
Management
Buy-Outs
When incumbent managers have the opportunity to buy the company or
division that they run but do not own, they need a partner with the
credibility, funding and experience to get the deal done. They want
a partner who will treat the manager(s) generously, afford them
significant ownership, and serve as an effective partner for growth.
Our resources have proven to be a highly effective partner in MBOs
of privately held companies, as well as divisions of Fortune 500
companies.
Management
Buy-Ins
Company owners face profound challenges in the sale of their
businesses or divisions when there is need for talent at the most
senior levels of management. When asked, our resources have
successfully recruited outstanding leadership, enabling this
challenging type of transaction. We believe it is important to
recruit not only the correct technical talent, but also the right
personality who will fit with and respect the company's culture.
Moreover, our resources have proven to be outstanding partners to
recruited senior managers by sharing equity generously and helping
to build value.
Industry
Consolidations
One of the greatest opportunities for business owners and equity
investors to build value is found in fragmented industries where
solid management teams have the ability to grow through add-on
acquisitions. Several of our resources have been some of the
nation's most active and successful consolidators of industries
starting with lower middle market companies. Such consolidations
entail partnering with a platform company and backing its
owner/operators in the acquisition of several strategically
attractive add-on companies. Some of their consolidation projects
have grown in profit ten-fold, enjoying significant value creation,
particularly given the purchase price multiple expansion realized as
a result of increased size. These resources have demonstrated a
healthy balance between the ability and desire to create precipitous
growth, and the understanding that sufficient infrastructure and
management talent must exist to ensure that the growth is both
profitable and sustainable.
Private-to-Public (Go Public)
There
can be many different reasons for wanting to take your company
public such as raising capital, getting a better valuation for your
business than you would have as a private company, providing public
company stock options as incentives to your employees, or using your
public company stock to make acquisitions. We can help you with
exploring this option and have the resources to accomplish going
public and raising capital to reach your company's objectives. |
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Angel Investors
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Venture Capital
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Investment
Bankers
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Private Equity
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Institutional
Investors
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Hedge Funds
Angel Investors
A person who provides
backing to very early-stage businesses or business concepts. Angel
investors are typically entrepreneurs who have become wealthy, often
in technology-related industries.
Venture Capital
An investment in a
startup business that is perceived to have excellent growth
prospects but does not have access to capital markets. Type of
financing sought by early-stage companies seeking to grow rapidly.
Investment
Bankers
Representatives of
financial institutions engaged in the issue of new securities,
including management and underwriting of issues as well as
securities trading and distribution.
Private Equity
Equity securities of
companies that have not "gone public" (are not listed on a public
exchange). Investors in private securities generally receive
their return through one of three ways: an initial public offering,
a sale or merger, or a recapitalization.
Institutional Investors
Organizations that
professionally invest, including insurance companies, depository
institutions, pension funds, investment companies, mutual funds, and
endowment funds.
Hedge Funds
A private investment
fund or pool that trades and invests in various assets such as
securities, commodities, currency, and derivatives on behalf of its
clients, typically wealthy individuals. This private
investment pool for wealthy investors, unlike a mutual fund, is
exempt from SEC regulation.
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