CASE STUDY // REGIONAL COMPANY
Situation Analysis
Following 20 successful years of operations, internal evaluation revealed that the age of the founder, lack of succession planning and cyclical peak in customer end markets created the need to consider strategic options.
Find
- Great brand name
- Great business model and track record
- Limited management team
- Enormous growth story involving building out a national platform
- No forecasting or planning
Build
- Fully developed the national growth story with a detailed blueprint for the sale process
- Expanded the financial staff to prepare for the transaction
- Tightened financial controls consistent with the new growth story
Capture
The company was sold in a very successful sale for a very strong multiple.