Growth Partners | Realizing Existing Value

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Overview

While there are a number of ways to optimize a liquidity event, the most important elements are selecting the best timing and form of the transaction. Owners usually make such decisions without the benefit of a dispassionate and customized analysis. This offering entails a clinical “business proof” that produces answers to the questions regarding the best timing, and best form of a liquidity event.

Imperatives

The key elements include:

Obtaining a transaction-compliant valuation to mark a company’s current value
Conducting a “creating value” analysis related to reasonably building new value
Selecting the best build opportunity and projecting a future earnings stream
Crafting the future value of the company based on new projections
Assessing the current, and risk-adjusted future value differential

Process

We begin by crafting a current valuation profile, and comparing this to the estimated future valuation based on extrapolating the best build opportunity. Once the differential is determined, decisions about timing and form are made. The secret is assigning the proper execution risk to the build opportunities as the risk factor is central to determining the best transaction form. The process takes two months.

Expectations

You can expect an agnostic analysis. The benefit is having a clinical data point about the timing and form decisions in lieu of emotional and/or anecdotal-based decision-making. The analysis may suggest some wealth diversification (a minority interest sale) or risk-sharing (a majority interest sale) might be better than a 100% sale so the decision-choice might not just be binary (selling or not selling).

Questions

If yes is an answer to any of these questions, please contact us:

Do you know the optimal time to pursue a liquidity event?
Do you know the optimal form of an event given all of the choices?
Would insight about maximizing transaction value be helpful?

Interested in Gaining Insight About Realizing Value?

Please open the following article:

“Optimizing a Liquidity Event: The Dimensions of Value Maximization”

STRATEGIC ADVISORY

MAXIMIZING VALUE

CREATING VALUE

"Growth Partners was instrumental, and at times, vital in concluding a merger with our biggest competitor which was a very delicate process"
Dennis Funk, President & CEO, Plastic Dress-Up Company
"Growth Partners contributions increased the value of my company, and then led to our sale event that exceeded everyone’s expectations.”
- Paul Massey, CEO, MK Realty.
“I believe in hiring the best, and would hire Growth Partners again and again. My family and I will always owe the firm a lot.”
- Ralph Beltran, President, Oxnard Metals.
“I do not know of another firm with whom I would want to share a foxhole. Growth Partners was put to the test and earned my utmost respect. "
- Pete Webber, CEO, Integrated Aerospace.
“Growth Partners always advised what was best for me instead of themselves in so many instances. The firm earned my complete trust. They did a great job.”
- Bill Murphy, Chairman, ATS Systems.
“We had met many investment bankers, and Growth Partners is a cut-above. We were right because our experience was tremendous.”
- Jason Zenk, CEO, Monico Alloys.
“The firm was instrumental in increasing the value of our company before Growth Partners handled our very successful sale event with a billion dollar company.”
- Sarah Gao, JBS Group.
“After meeting with Growth Partners, we immediately knew we found our trusted advisor. The firm exceeded our expectations, and is my “go to” resource.”
Allan Gindi, CEO, ProMedia.
“The circumstances of our growth acquisition were complex, and Growth Partners did a very effective and professional job for us.”
- Howard Kaminsky, EVP & CFO, Sport Chalet.
“I saw first-hand how invaluable the firm is. We received spot-on build advice, and years later, Growth Partner did an amazing and creative job handling our sale event."
Edward Kinzler, CEO, DK Valve.