Strategic Advisory
At a Glance
Elevate your business to new heights with CM&Co's Strategic Consulting. Led by seasoned private equity professionals, we provide business owners with expert guidance without the need to sell equity, translating into significant value-creation for shareholders.
Services Offered
M&A Market Test
Begin with the end in mind: business owners often reach out to M&A advisors once they have decided to sell their business; what they may not know is that owners often "leave money on the table" by not preparing sooner.
Strategic Advisory
Specifically designed to assist clients who own privately held companies in maximizing shareholder value and who may or may not be ready to exit, if ever.
M&A Market Test
Our team benchmarks clients' financial, commercial and operational merits against comparable transactions to identify relative company strengths and weaknesses, effectively defining value gaps prior to a liquidity event. This gap analysis, along with other analytic components, will produce a set of strategic, executable opportunities to more competitively position the business when the time is right to go to market. When the owner is comfortable, CM&Co can get direct feedback from a select group of agreed-upon, potentially interested entities.
Beginning with the end in mind, we help clarify what we want out a transaction, and will align transition planning: Structural considerations (percentage sold) and owners' continuing roles are two central topics;
Company due diligence, financial assessment, non-recurring cost identification, and model creation;
Primary industry and customer industry research, and establishing secure virtual data room;
Development of anonymous Teaser, NDA and initial Descriptive Memorandum;
Comparison to relevant transactions, and identification of potentially interested parties; and
Only after we are all ready, CM&Co will initiate contact with a select group of potentially interested investors (company remains anonymous) for direct market feedback on areas of interest and concern, activity levels, preferred structures and financing capacity as well as feasibility of reaching desired valuation ranges.
Strategic Advisory
CM&Co collaborates closely with business owners and their management teams, providing strategic guidance in key areas to enhance scalability and foster sustainable performance. Our Strategic Advisory model stands out for its uniqueness, adding immeasurable value whether the business owner aims for growth, succession, or monetization. CM&Co's commitment to long-term relationships, practical advice, and value optimization sets us apart in the consulting landscape.
Access to seasoned private equity expertise without the need to sell equity;
Objective, real-world consulting and actionable advice for developing and implementing a strategic growth and value enhancement plan;
A customized, comprehensive approach, with expertise in maximizing value regardless of transaction type. Alignment created through a fee structure with performance based metrics, ensuring clients receive expert guidance that impacts value in a measurable way.
Our objective advice, rooted in real world experience, will guide you towards a path of sustained growth, value creation, and business excellence. Say goodbye to equity dilution and hello to strategic empowerment. Contact us today to embark on your journey to success.
