"The liquidity event alternatives afforded to private companies are no longer rivaled by public companies"
PROCESS
1.) Analysis Phase: A Value Audit regarding value drivers and value detractors is conducted
2.) Preparation Phase: A Corporate Agenda is engaged addressing the results of the Value Audit
3.) Information Phase: Event expectations are confirmed and an Information Memorandum is produced
4.) Market Phase: The buyer group is assembled and engaged leading to the presentation of offers
5.) Closure Phase: An offer is accepted, and due diligence and documentation processes are completed
CONSIDERATIONS
From a life-changing Value Realization decision made by an entrepreneur who had nurtured his company over a lifetime, to clinically calculated shareholder monetization, the maximization of these alternatives is imperative. The careful evaluation of, and preparation for an event well before a transaction decision is an essential perquisite to an optimal outcome (sometimes unexpected Value Creation activities are advantageous in preface to a liquidity event). Moreover, the management of a confidential, highly controlled and meticulous process, enhanced by compelling information materials, a surgically selected buyer group, and special technical skills, e.g., conducting the buyer's analysis, capturing present and future value, etc., also represent key elements of an optimized outcome. Growth Partners Value Realization capability is distinguished by these elements, and further complimented by both, its synergistic Value Creation activities, and appreciation for the significant consequence of an event for most owners.
EXPECTATIONS
The following can reasonably be expected if Growth Partners is retained to engage Value Realization activities:
- Expect the Value Audit to be insightful, and the Corporate Agenda enhancing to decision-making
- Expect accurate expectations regarding different liquidity events, an indicative valuation and deal structure
- Expect the Information Memorandum, the buyer group, and other deliverables to be of the highest quality
- Expect the transaction process to be confidential, highly controlled and comprehensively meticulous
- Expect the use of technical skills, tenacious approaches and creativity to be of the highest professional standard
- Worst-Case: Expect to acutely understand value drivers, the basis of transaction value and structure, etc.
- Best-Case: Expect an outcome optimizing a transaction's valuation, structure and counterparty