At every step of the process, we deliver insights to our clients to help them accelerate investment value. We get that the complexities of the market mean that excluding any single variable from acquisition planning all the way through IPO could be costly. That’s why we take a circumspect view of all factors in the entire process, functioning as a trustworthy sounding board and partner.
Initial Consultations
Since investments are as much about stakeholder values as they are about returns, we prioritize being active listeners during the initial consultation. This approach allows us to get the full dimensions of what makes a fitting match for a portfolio. Working with clients to crystallize a comprehensive investment thesis prevents the expenditure of time and energy on pursuing incompatible assets.
Extensive Due Diligence
Only the deepest dive into a prospect’s financials, human resources, information technologies, operations, accounting, taxes, and regulatory compliance will satisfy our demanding standards. Our risk mitigation procedure is additional protection against our clients investing in overvalued assets by quickly uncovering critical liabilities unapparent via surface-level analysis. This rigorous vetting process serves as a form of insurance for every deal.
Post-Acquisition Advisory
Our continuing consultations after completing a deal are always about more than maintaining the status quo or delivering average returns. The advice our clients receive shares proactive and creative ways to fully leverage any and every potential for additional value.
That includes painting a clear picture of what is necessary for effective integration and operation. This advisory assistance carries all the way through the exit planning phase where we can consult on strategies for maximizing asset valuation before the sale.
Industry-Specific Guidance
Our experts are comfortable in various markets, but we provide a unique specialization in our connections and understanding of the construction, home services, and blue-collar industries. This expertise encompasses a thorough knowledge of all the dynamics that influence a successful M&A transformation in these fields.