Business Strategies

Scaling Businesses

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With more than $3 billion of capital raises, exits, mergers and acquisitions under our belt, our principals will help you execute the transactions that will transform your business. Here's how we engage:


We start by defining the strategic and financial objectives, identifying key gaps and creating a transaction roadmap that includes a market scan of recent transactions and developing a valuation framework


Regardless of the transaction, we immerse ourselves in your business -- often as part-time CFO or COO—to help close financial, operational or structural gaps


We typically serve in the CFO role through completion of the transaction, working with potential partners, overseeing diligence, negotiating terms sheets and guiding founders through the transaction closing and post transaction considerations


Develop and execute "pre-exit" financial and operational strategies to optimize key valuation drivers 


Identify and validate critical risks and opportunities impacting future financial performance and evaluation


Assess the quality and integrity of financial reporting and assist management in mitigating deficiencies


Manage client-side diligence process and support management in evaluating and structuring transaction alternatives


Assist management in establishing post-transaction transition plans, including essential employee retention and compensation arrangements


As entrepreneurs ourselves, we guide founders through all aspects of starting and growing their company including validation and product launch, people strategy, growth strategy and securing intellectual property.  Here's our approach:


Create and refine operating models to support launch, capitalization and rapid growth


Assist management and investors in implementing the operational structures, financial discipline and business processes necessary to succeed through periods of rapid growth and market changes


Support management in the establishment and execution of human capital strategies to attract, develop and retain the talent necessary to fuel rapid growth


Work with our clients to secure growth capital