Case Studies
Case Study One: Consumer Travel Company – Positioning for Sale
As part of positioning a $35 million consumer travel company for sale, our expert M&A consultants in New York and California performed a comprehensive overhaul of the company’s operations, financial systems, and strategic approach to increase its attractiveness to potential buyers. The following steps were taken:
- Simplified the operating and business model to streamline processes and increase operational efficiency.
- Eliminated unprofitable offerings to improve profitability and reduce operational complexity.
- Restructured the balance sheet and reduced the company’s debt burden, strengthening its financial position for the M&A process.
- Identified new pricing opportunities to maximize revenue potential and improve margins.
- Implemented a new CapEx policy that aligned resources with business seasonality, optimizing capital expenditure.
- Implemented new enterprise MIS and accounting systems, segmented by lines of business, to improve transparency and data-driven decision-making.
As a result, EBITDA increased by 30%, making the company a more attractive target for acquisition. Multiple term sheets were received during the merger and acquisition, reflecting the success of our positioning in the company for a lucrative sale.
Case Study Two: Restaurant Chain – Growth and Expansion Strategy
For a fast-growing $25 million multi-location restaurant chain, our team of expert M&A consultants in New York and California assisted the company in crafting a robust growth strategy to facilitate its expansion and position it for a successful transaction. The steps taken included:
- Establishing the financial model and projections to understand future revenue and cash flow potential.
- Assisting management in determining a growth and expansion strategy that outlines the necessary operational and organizational requirements to scale.
- Collaborating with management to develop the required capital to support the planned expansion.
- Identifying several private equity firms that participated in the M&A process, led to the generation of multiple term sheets for a final transaction.
Through our deep expertise in M&A consulting, the company was able to position itself for long-term growth and ultimately attract the right investors for a successful exit.
Case Study Three
While preparing a $ 40 million building materials and site works company for sale, performed the following:
- Separated the business into two main thrusts- Building materials/Aggregates and Site works.
- Aligned resources and financial systems with those two separate operations.
- Conducted analysis of Aggregates (Sand) and established a significant hidden value of the assets ($ 100 million).
- Determined key differentiators for the business operation
- Positioned the company for a sale and Trust planning
- Created an auction , generated multiple term sheets and closed a deal with a strategic player.
