EQUITY INSIGHTS

ASSISTING SELECT CLIENTS IN PLANNING AND EXECUTING VALUE-ENHANCING ACQUISITIONS, DIVESTITURES, JOINT VENTURES AND OTHER STRATEGIC PARTNERSHIPS

Client Profile

EQUITY INSIGHTS OFFERS HIGHLY SKILLED M&A PROGRAM RESOURCES (1) WHERE A FULL-TIME CORPORATE DEVELOPMENT HIRE DOES NOT SUIT THE CLIENT OR (2) WHERE THE CLIENT'S RESOURCES NEED TO BE AUGMENTED.

Clients have Typically Exhibited One Or More Of the Following Characteristics:

-Portfolio companies of private equity groups (PEG's) which have add-on acquisition strategies. Employing Equity Insights leverages management and PEG partner unique skills.

-Private companies, or their owners, looking for advice on strategy and planning for divesting businesses or acquiring in new areas.

-Companies doing occasional M&A transactions which desire cost effective, highly experienced corporate development leadership to maintain continuity and effectiveness in an acquisition program.

-Companies which have temporary needs to manage an acquisition process:

-European or Asian companies seeking acquisitions in North America which need on-the-ground expertise.

-Subsidiaries of large companies with immediate needs for M&A project management which cannot be met by existing corporate or subsidiary resources.

-Companies' corporate development leaders which want to tap into the knowledge gained in over 35 years experience, without the expense and conflicts inherent in hiring contingent fee driven advisors.