Shareholder Value Creation

Shareholder Value Creation

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. Our approach is grounded in real-world experience, and is designed to empower business owners to develop and execute strategic growth plans that drive scale and sustainability, which translates into significant value-creation for shareholders.

Value Enhancement with Market Feedback

  • 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.

AND

/OR

Strategic Consulting

  • 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.

Here is what makes CM&Co the partner of choice:

  • Customized Advice: We understand that every business is unique. Our approach is holistic and highly customized to your specific needs, ensuring that our advice aligns perfectly with your unique goals and objectives.
  • Diverse and Deep Expertise: CM&Co brings expertise in various transaction types, including acquisitions, joint ventures, aggregation strategies, equity and debt financings, 100% sales and recapitalizations. We have the experience to provide support in various financial endeavors.
  • Performance-Driven Model: We are committed to your success. Our fee structure is designed to fully align with your objectives. Our VEMF has a fixed fee basis, with Strategic Consulting having monthly fixed fees and the opportunity to align interests through a structure rewarding us when upside goals are realized. And of course, CM&Co as a whole will remain up-to-date on the opportunities in your markets, remaining at-the-ready to guide you through a successful transition.
  • Succession Planning: Our comprehensive approach not only enhances your company’s value but also creates multiple succession options to consider. Whether you are planning to hand over the reins, explore a sale, or pursue other opportunities, we provide the strategic foundation.

Partner with CM&Co and transform your good business into a great one. 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.

Our Strategic Consulting Professionals:

Christopher J. McKenna
Managing Partner
T: 216.245.4937;
C: 216.832.5449
cjm@carletonmckenna.com

E. M. de Windt, Jr.
Managing Director
T: 216.523.1962;
C: 216.533.7637
emd@carletonmckenna.com

Ready to unlock success without selling equity?

Contact our experts to transform your business.

Do you have more questions?

Wherever you are in your process, we'll be there to help!