EXIT STRATEGY

WHAT WE DO

We evaluate different exit options against market and economic environments, consider potential buyers, the next wave of growth opportunities for the portfolio company, and constituents underlying a successful exit.

WHAT WE DELIVER

While our deliverables include a full summary of findings and implications for our client, we also help prepare sell-side documents for prospective buyers, including market, competitive, and financial analysis.

500-DAY PLAN

WHAT WE DO

We evaluate the positioning of our clients’ portfolio companies for a successful exit in order to provide a detailed roadmap of initiatives that optimize our clients’ upcoming exit.

WHAT WE DELIVER

We provide a prioritized list of initiatives with timelines and cost-benefit profiles. We also assist our clients’ operating teams and portfolio company management in the execution of recommended initiatives.

VENDOR DUE DILIGENCE

WHAT WE DO

Similar to our commercial due diligence offering, we size, segment and forecast markets based on primary and secondary research. We also assess a portfolio company’s recent financial performance, and help craft a compelling story for the next investor, and assist in the preparation of sell-side documents.

WHAT WE DELIVER

Our deliverables contain a summary of commercial findings and implications for potential buyers, as well as key financial analyses to contextualize recent portfolio company performance against the current market environment.