"Evaluating and pursuing opportunities, and maximizing outcomes are a matter of discretion"
CLIENT PROFILE
Based on a variety of considerations, including the preferences of strategic and financial buyers, and the efficiency of the capital market, Growth Partners possesses a set of guidelines describing the nature of prospective clients, and the firm's template regarding the regulation of engagements. These guidelines are outlined below:
• Company Type: All entrepreneurial, family-owned, or closely or loosely held, private or public companies
• Industry Preference: None, given a long-standing generalist orientation and a diversity of experience
• Geographic Limits: None, given extensive coverage flexibility (preference: Southern California)
• Business Modality: Value-added manufacturing, branded product or service, or special niche companies
• Company Size: Revenues from $5 million and beyond, and trailing EBITDA from $1 million and beyond
CLIENT LIFECYCLE
In conjunction with the Client Profile and as validated by Growth Partners experience, the firm has the ability to engage Value Creation and Value Realization activities on behalf of companies and their ownership situated within any stage of the corporate lifecycle. This lifecycle is illustrated in a simplified manner below.
CLIENT BENEFITS
Growth Partners prospective impact and value to a Value Creation or Value Realization client is substantial:
• Decision-Making: The enrichment of key understandings and expectations based on new insights
• Strategic Outsourcing: The retention of a proven strategic capability without the fixed cost
• Strategic Opportunity: The assessment of strategic analyses, and strategic opportunity cost
• Valuation Indications: The provision of valuation expressions based on the results of Value Audits
• Liquidity Events: The selection of an alternative which best fits a client's preference or circumstances
• Mergers & Acquisitions: The exploration, consideration and purchase of add-on acquisitions
• Capital Formation: The raising of investment capital and financing to fund growth initiatives
• Single Relationship: The effectiveness of a single relationship, vs. the usual multiple associations
• Senior Professional: The complete engagement by a top senior professional without delegation
• Synergistic Resource: The dual Value Creation and Realization orientation optimizes effectiveness
• Client Engagement: The validated quality, expertise and experience of the firm afford inherent creditability
• Client Return: The value of Growth Partners contribution always exceeds its engagement cost
• VC Outcomes: New competitive advantages, and increased earnings, and Enterprise & Equity Values
• VR Outcomes: Optimized Enterprise & Equity Values, transaction structure and counterparty selection