Calder Associates provides strategic services to Private Equity Groups on a buy-side or sell-side basis. Our process and approach helps to ensure that the “time to close” is not an indefinite proposition that will subject your company to unwarranted expense or missed opportunities.
“Candidly, we have rarely dealt with an advisor who is as expert in the business being sold, and as constructively creative about completing the transaction, as you (Calder) have been. It has been a pleasure doing business with you and we plan to look for opportunities to do so again.” -Royce Yudkoff, Managing Partner, ABRY Partners
As a middle-market specialist, we work as sourcing specialists with companies to assess their capacity and need to consummate a transaction. We work with business owners interested in:
- Minority investments
- Leveraged buyouts
We keep it simple – the needs of the organization and owners are assessed to determine the proper type of transaction that brings value to the owners and you, the Private Equity investor.
Calder either represents the Private Equity company directly (on a contracted basis), or works for shareholders/members of an entity to help in preparing them for sale. Preparation is key to moving past the “gray stage” of assessing a company’s fit for investments. We utilize a proprietary approach that evaluates (partial list):
- Understanding of the principal shareholders/owners and their personal needs and financial situations
- Assessing company operations in the following areas
- Review of external factors
- Industry metric comparison
- Competitive environment
- Pending regulatory issues
- Prospective insurance, legal and financial issues
Our goal: Uncover issues, evaluate differentiators, and assess value and “investability.”
Our professionals are well-versed in determining issues early in the process, and also help in educating business owners on the value of their equity. We work with business owners to ensure they understand relative value drivers, their strengths and risk factors as viewed by outside investors or merger partners, and likely transaction term alternatives, as well as cap table possibilities in varied scenarios.
What does this do for you? It makes your evaluation, due diligence and time to close quicker. It reduces the variable cost factor and improves the ROI on acquisitions by allowing you to concentrate on winners vs. “potentials that looked good.” If you are interested in working with Calder, or if you want to find out more information, please click here.