We have successfully navigated all aspects of the lifecycle of companies and investments:
Starting a company,
Management mentoring and interim management,
Board of Director services,
Being the first investor in founder controlled firms,
Completing follow-on private financings,
New strategic customer and supplier relationships,
Providing senior management services,
M&A exits and buildups,
Managing public financings and investor communications.
We often work closely with other advisors by providing the guidance, strategy, coaching and execution of a plan to get a company through an IPO, private offering, sale or merger. We help bridge the gap between the often-conflicting goals and fiduciary interests of investors, Board Members and management.
Our record of producing liquidity through M&A covers a variety of situations including:
Sale of “zero revenue” advanced technology firms for substantial gains,
Sale of distressed firms with complex capital structures,
Sale of publicly held firms,
Divestitures and licenses,
Recapitalization and MBO of firms,
Reverse merger of a private firm into controlling a public firm,
Merging two or more private firms coupled with a simultaneous financing.