Smart, focused husband and wife team had a profitable and growing organization addressing a large and growing baby-boomer segment. They sought a financial partner with strategic insight to help them take the business to the next level while diversifying the considerable wealth they had built in the business, with an aim to continue running and growing the business for an even larger full exit in 3 to 5 years.
Targeted auction process was run to secure investor with best background, experience, and culture with the best financial ability and structural terms to partner with our client:
Successful transaction at value of nearly 3x revenue. Client rolled forward 25% of enterprise value to retain 48% of company and diverted 75% to alternative investments to diversify wealth. Client continues to run and grow the business for another, more lucrative second exit in 3 to 5 years.