Equity Insights

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

Qualifications

Planned and executed over 100 successful acquisition and divestiture transactions ($5 billion in consideration) to drive corporate growth opportunities and create value:

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.

-Over 40 Years Developing and Executing Strategic Initiatives And Financial Plans:
-10 Years Experience In Major Investment Banking Firms
-15 Years Experience In Leading M&A Programs For Major Corporations
-20 Years Experience Consulting To Wide Range Of Companies In Planning And Executing Acquisition Programs

-Experience In Working With A Number Of Corporations Across Many Industries:

o Consumer
o Technology
o Manufacturing Durables and Non-Durables
o Distribution
o Financial Services

-Significant Experience Working In International Environment (Primarily Europe and Asia).
-Database Of Over 15,000 (since Jan 2010) M & A Transactions For Competitive Strategy Analysis And Pricing Data On Over 2,000 Transactions.
-Unique, Proprietary Techniques for Risk Analysis for Acquisition Bidding on Strategic Targets
-Practiced In Communications With Boards Of Directors, Investment Analysts, Investors And Rating Agencies.
-Relationships With Top Investment Banks, Banks, Law Firms, Accountants, and Private Equity Sources.
-Published in M&A literature and regularly makes presentations at universities, educational seminars and industry conferences.

At Equity Insights, our focus is getting the the deal right not just getting it done.