Hello and welcome to our August 2019 eNewsletter!
One of the most exciting outcomes for our professionals is when we successfully help a business owner secure a new financial partner via partial acquisition by a private equity firm. Many of our clients are not interested in immediately exiting their businesses. In fact, quite a few have great ideas for growth – they simply lack the capital to do so.
This is where, through our deep connections in the private equity community, we can introduce our clients to firms with capital to invest that will make a “partial equity investment” in the business. This enables the existing owner(s) to retain minority ownership and participate in a “second bite of the apple” a few years later when a much larger entity is re-packaged and sold.
Private equity firms usually make an initial investment into an industry and then over the course of 5-7 years (sometimes even longer) “add-on” to the platform company via multiple, smaller acquisitions. We recently wrote an Insight article on this “buy and build” strategy that outlines how this works and how it can benefit owners of privately held companies:
As you will learn, finding a capital partner via a private equity investment can be a real benefit to many business owners!
Remember that Generational Equity is always here to assist with your journey as a business owner and help you create a successful exit strategy when the time comes. Over the past decade we are both privileged and proud to have helped more lower middle market companies (those with valuations up to $50 million) successfully exit their businesses than any other M&A advisory firm in North America. Since our inception, we have transferred nearly $5 billion in wealth to our clients and their families.
Our dealmakers are skilled and experienced in negotiating within our vast buyer network and we are ready to meet with you to discuss your personal goals and objectives.
Please reach out to us if you are interested in attending another exit planning conference or if you prefer a face-to-face private meeting with one of our M&A professionals to discuss your options. We believe that it is vital for business owners to develop exit strategies that will protect and defend the significant equity they have built into their businesses. We are passionate about assisting our clients in this process and helping them make confident, informed decisions.
Please call us at 972-232-1121 or send an email to [email protected] if you would like information about a conference in your area or if you would like to meet with us one-on-one. To find a conference near you, use this link.
And if you haven’t already done so, please feel free to subscribe to our exit planning blog using this link:
Subscribing will allow you to stay up-to-date on the latest trends in M&A planning and provide timely research to give direction as you consider your exit timing and strategies.
Thank you for your time and have a blessed day!
Ryan Binkley
President & CEO, Generational Group
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