BlackCap is a metric-driven global manufacturing advisory firm that analyzes and implements financial improvements across the spectrum of a company’s touchpoints (supply chain, operations, engineering, quality, finance, IT/cyber, sales & marketing, etc.). We have deep experience knowing where the “bodies are buried” in many verticals including automotive, medical device, pharmaceutical, food & beverage, packaging, consumer goods, building products, industrial goods, capital equipment, and others, both domestic and international. BlackCap is often engaged to optimize sales channels and expand markets, implement cost reduction initiatives, define and implement digital transformations, and assist in inorganic growth through greenfield and brownfield initiatives.
CBIZ Credit Risk Advisory Services is a national practice focused on serving the needs of institutional lenders and investors. We provide a variety of customized due diligence and risk analysis solutions to our clients. Our team has experience reviewing consumer and small business originators and servicers across all asset types. We are familiar with most debt transactions and can provide insight and guidance on structuring, market terms and conditions, and best practices. Let us know how we can help you when you are considering your next transaction.
We are a consulting firm of former chief executives that improves the leadership infrastructure of midsized companies seeking to accelerate their performance. We help these leaders rapidly elevate their game and lead their companies to the next level and beyond.
We work with the senior-most executive at companies or divisions with revenue ranging from $15 million to $150 million that are facing significant opportunities and challenges. Our clients are very talented CEOs and c suite leaders who nonetheless feel they are still learning their craft, realize their company’s performance depends on improving their own performance and want to enhance their skills rapidly and on the job.
Terry Keating through Donald J. Keating & Sons provides broad-based consulting and advisory services to middle market companies and private equity with orientation to the financial services industry. Terry has over 30 years of leadership and operational experience knowledge and expertise developing “best practices” necessary for success serving as the leader | advisor. Terry has recently served as an independent member of the Board of Directors of a private equity owned commercial finance company and serving as a special advisor to an independent private equity sponsor, as well as several other advisory engagements related to capital formation, ownership transition and market development.
Expense Reduction Analysts (ERA) is a global consulting firm with benchmark data and subject matter expertise in over 30 broad expense categories. Using data and market knowledge allows ERA to consistently deliver double-digit savings with a 90% success rate to mid-market organizations. Clients include manufacturing, distribution, nonprofit, financial services, government and educational institutions.
Ron Ariana is principal and founder of Inflection Point Marketing, a consultancy focused to help growth-stage companies scale, or to prepare for an exit. My primary focus is on B2B tech, where I draw from 35 years of experience, although my framework is applicable across many verticals/industries. Engagements typically involve a diagnostic assessment and go-to-market scorecard, resulting in an execution plan encompassing strategy, asset development, and GTM processes. The execution plans are easily adapted to a post-acquisition integration strategy.
– The GTM Assessment identifies the growth gaps to address to maximize your financial return.
– The GTM Scorecard reduces the subjectivity and perceived risk built into your revenue projections.
– Having a solid GTM framework in place reduces the timeframe required for due diligence and integration planning.
Ron’s experience in the enterprise software industry includes roles leading strategy, sales, marketing, and alliances across a variety of industry sectors. His experience has included new product introductions, emerging markets, international operations, M&A, and turnaround situations. In his work with SaaS startups as well as more established companies, Ron has focused on go-to-market strategies, alignment, and execution across functional teams to produce scalable revenue growth.
Interpeak Consulting is a trusted turnaround financial advisor to closely-held businesses experiencing financial duress. All business restructurings are complex, regardless of the size of the business. We offer middle market companies sophisticated corporate restructuring advice.
Turnaround plans require a fundamental understanding of the business. Interpeak Consulting works closely with management teams and owners in ensuring a company’s continued success. Having the expertise of a qualified, accredited restructuring professional is critical to achieving the most favorable outcome for a distressed company and its stakeholders.
Our expertise includes negotiations with creditors and other stakeholders, preparing and managing Chapter 7 and Chapter 11 bankruptcies, development of restructuring plans, valuations, out-of-court restructurings, operational / cash flow improvements, and capital raising.
MoneySoft publishes DealSense software for the M&A and Business Valuation communities.
DealSense gives dealmakers a complete financial analysis tool made specifically for the M&A transaction process. DealSense provides wall-to-wall analysis in one system that integrates financial benchmarking, valuation/pricing, deal structuring, financial projections, Free Cash Flow/ROI analysis, consolidated financials, accretive/dilutive analysis and report writing. DealSense automates the report preparation process and creates several different reports including CIMs/Pitchbooks, Teasers, Valuations and others.
DealSense also includes MoneySoft Business Valuation Specialist for advisors who also need to create defensible valuations for tax, litigation support or planning purposes. Get more info and schedule a live demo here: https://moneysoft.com/valuation-and-acquisition-analysis-software
Paradigm Associates LLC is a national consultancy serving the business community internationally. We address the challenges faced by middle market and large companies looking to refine, develop, and align strategy, structure, people, and processes.
Visit our website’s portals that address your specific concerns.
Our main focus is to work with your mission-critical individuals and teams (executives, management, sales and/or employee teams) to improve their ability to get results. Our straightforward, common sense approach develops and aligns strategic thinking, people, and processes while minimizing or eliminating the impact of anything that can get in the way. We are successful when your organization has developed the ability to see, think about, and do the things necessary to achieve its desired outcomes both now and in the future.
Exit Maximization: For you who are contemplating exiting from or selling the business at some point, we help you command the maximum return. At Paradigm Associates LLC, we work with you well in advance of actively seeking buyers or beginning a transition. Our expertise helps you objectively examine your strategy, structure, people, and processes. Together we discover areas that minimize lost improvement opportunities and maximize results.
Appropriate tools, techniques, practical tactics, and people development processes help build the overall value before offering the business for sale.
Park National Family of Community Banks offers a unique combination of sophisticated services and local expertise. We have the strength and resources of a large bank, with the reliability and values of a top community bank.
We are CPAs who specialize in M&A and performing financial due diligence on both the buy-side and sell-side of transactions. We work with venture capital, private equity and corporate buyers and sellers.
We are advisors to closely held family and investor-owned businesses in the manufacturing, technology, real estate, and healthcare spaces. V&R engagements generally last a year or more and are focused on performance improvement, building stronger partnerships and often a recapitalization, for both divestiture and acquisition. We also work with large, often national, not-for-profits as advisors on their M&A, integrations, and sustainability.
Mike Roth is a Founder and Managing Partner of V&R, a management consulting and M&A advisory firm based in Michigan. Mike Roth, Jeff Vlasic, and their now 7 partners have developed a successful M&A Advisory practice that focuses on advising multigenerational and diversely-owned businesses in the healthcare, technology, property and manufacturing spaces through the complicated growth, marketing, sale and earn out phases of a majority sale or “recap.”
Mike favors challenging situations, where leadership or ownership has differing interests and post-sale plans, where a key advisor (often a CPA, FA or attorney) is interested in staying involved through the M&A process, and/or where simply auctioning to the highest bidder and discarding a legacy are not the ideal outcomes. Sell-side focused, and buy-side friendly, the V&R team seeks true partnerships and permanent, not transactional, relationships.
“A CEO-client said it best ‘I trust V&R. They stand behind our people, deliver sustainable solutions, never take credit, and always offer accountability.’ and I couldn’t say it better myself.” -Mike