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TAKE YOUR ORGANIZATION TO NEXT LEVEL
What is your DNA?
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For companies poised to sell, forging a partnership with us empowers executives to optimize their time and strategic efforts, transforming potential hurdles into seamless opportunities. Our specialized services are meticulously designed to refine and focus your business plan, significantly reducing your time to market and streamlining the execution of key strategies. By working closely with our seasoned team, executives gain access to valuable insights and guidance, enabling them to craft a compelling business thesis complemented by an institutional-quality, detailed business plan. This approach not only widens the scope of potential investors but also enhances the attractiveness of your business proposition, facilitating more favorable capital structures and negotiations. Such strategic positioning empowers executives to retain a substantial role within the company while securing superior deal economics and exceptional upside potential. Our process begins with identifying the most capable and qualified executives in the industry—those eager to acquire or bolster their existing businesses through capital infusion. By partnering with us, you are not just selling a company; you are maximizing its value and future potential while ensuring a leadership role that capitalizes on your vision and expertise, board involvement, and key financial factors.
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Company Profiles
WHAT TARGETS FIT OUR REQUIREMENTS
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Private companies with revenues between $20M and $250M+
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EBITDA between $4M and $40M
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Companies whose owners are willing and ready to sell and ready for transition
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Distressed companies
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Leverage Buyout, Management Buyout, Management Buy-in, Growth/Expansion.
Innovation Fund:
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Smaller organizations are considered upon review.
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Transactions
TYPES OF TRANSACTIONS WE ARE LOOKING FOR
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Carve-Out’s (unnatural divisions or divisions that don’t fit the core strategy of an organization)
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Consultant Buy-Out (you consulted the company and are looking to buy-out the owner)
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President/COO run companies (current owners have left the operations of the company to the President/COO; President/COO is looking to buy out the company)
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Estate Plan/Family Transition (children of the retiring owner don’t have the expertise to run the company)
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Broken Investment Bank Process (investment bank unsuccessfully marketed the company)
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New technology and innovation in healthcare
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AI-driven data-reform
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Consumer-driven health compliance
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Healthcare shared-service programs
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