View this presentation to learn how corporate strategics can outmaneuver private equity firms for competitive M&A deals by bringing more discipline and focus to their deal sourcing, due diligence, valuation and negotiation practices.
EquityEndeavor.com is a crowdfunding platform that facilitates fundraising campaigns for local small businesses seeking funds between $3,000-$30,000. It was launched in beta in September in Austin and New Orleans, facilitating almost $90,000 in raises so far. The company is now seeking to raise $500,000 to complete building the product and implement its partnership-driven distribution strategy to become a leading platform for crowdfunding local small business projects.
Big sky partners launch release feb 6 2017fused180
Big Sky Partners Expands Unique Consulting Platform to Accelerate Brands, Empower Founders, and Provide Investments
“I founded Big Sky Partners in response to tremendous demand by emerging companies and their investors for creative, nimble solutions to bridge a divide between creativity and capital,” said Smith, chief executive officer of Big Sky Partners. “Fast-growing companies are facing a hyper-competitive environment for financial resources, market share and brand recognition, and Big Sky’s distinct platform provides a holistic solution with global reach.”
Hedge Fund PR provides strategic media relations, crisis communications, events management and government strategy to alternative investment firms, non-profit industry groups, investors and hedge fund service providers.
The Hedge Fund Association, HFA, is a leading global nonprofit trade and nonpartisan lobbying organization devoted to advancing transparency, development, education and trust in alternative investments. Membership in HFA includes hedge fund firms, global financial institutions with hedge fund offerings including private banks, asset management firms and broker dealers, investors including funds of hedge funds, family offices, public and private pension funds, endowments and foundations, high-net-worth individuals, allocators and service providers including prime brokers, administrators, custodians, auditors, attorneys, risk managers, technology firms, third party marketers and other industry consultants. To learn more please visit http://www.hedgefundassoc.org
The document discusses regulations implemented in response to accounting scandals in the early 2000s, including the Sarbanes-Oxley Act of 2002 which established the Public Company Accounting Oversight Board to regulate auditors and required CEO/CFO certification of financial reports. It also discusses Regulation Fair Disclosure which aims to promote full public disclosure of material information by prohibiting selective disclosure to individuals like analysts. The document lists examples of information that could be considered material and prompt investors to buy or sell stock, and asks whether non-disclosure of Steve Jobs' health issues benefited Apple. It poses a hypothetical example of repeating quarterly guidance to a newspaper and asks if this would violate Regulation Fair Disclosure.
SelectUSA Services for U.S. Economic Development OrganizationsSelectUSA
SelectUSA is the U.S. government-wide program to promote and facilitate business investment in the United States. SelectUSA provides services to international investors of all sizes and U.S. state, regional and local economic development organizations (EDOs), working across the federal government.
SelectUSA works with domestic EDOs to provide:
1. Counseling and information to help you develop or hone your strategy to attract foreign direct investment, including access to on-the-ground expertise through U.S. Embassies and Consulates in more than 70 markets;
2. Marketing opportunities through investment missions and Road Shows, tailored promotional events and other activities, like the recent SelectUSA 2015 Investment Summit;
3. High-level advocacy, in cases where you are competing against foreign locations for an investment project;
4. And, through our ombudsman service, we to help investors understand and navigate the federal regulatory system and find solutions to issues related to the federal government.
To learn more, please visit our website at www.selectusa.gov
How to fund your company via Crowd Funding platforms with IncideIncide Ltd
Crowd Funding under SEIS and EIS explained, platform used, process, people, benefits for entrepreneurs, benefits for investors, costs, Reward and Equity based crowd funding platforms.
EquityEndeavor.com is a crowdfunding platform that facilitates fundraising campaigns for local small businesses seeking funds between $3,000-$30,000. It was launched in beta in September in Austin and New Orleans, facilitating almost $90,000 in raises so far. The company is now seeking to raise $500,000 to complete building the product and implement its partnership-driven distribution strategy to become a leading platform for crowdfunding local small business projects.
Big sky partners launch release feb 6 2017fused180
Big Sky Partners Expands Unique Consulting Platform to Accelerate Brands, Empower Founders, and Provide Investments
“I founded Big Sky Partners in response to tremendous demand by emerging companies and their investors for creative, nimble solutions to bridge a divide between creativity and capital,” said Smith, chief executive officer of Big Sky Partners. “Fast-growing companies are facing a hyper-competitive environment for financial resources, market share and brand recognition, and Big Sky’s distinct platform provides a holistic solution with global reach.”
Hedge Fund PR provides strategic media relations, crisis communications, events management and government strategy to alternative investment firms, non-profit industry groups, investors and hedge fund service providers.
The Hedge Fund Association, HFA, is a leading global nonprofit trade and nonpartisan lobbying organization devoted to advancing transparency, development, education and trust in alternative investments. Membership in HFA includes hedge fund firms, global financial institutions with hedge fund offerings including private banks, asset management firms and broker dealers, investors including funds of hedge funds, family offices, public and private pension funds, endowments and foundations, high-net-worth individuals, allocators and service providers including prime brokers, administrators, custodians, auditors, attorneys, risk managers, technology firms, third party marketers and other industry consultants. To learn more please visit http://www.hedgefundassoc.org
The document discusses regulations implemented in response to accounting scandals in the early 2000s, including the Sarbanes-Oxley Act of 2002 which established the Public Company Accounting Oversight Board to regulate auditors and required CEO/CFO certification of financial reports. It also discusses Regulation Fair Disclosure which aims to promote full public disclosure of material information by prohibiting selective disclosure to individuals like analysts. The document lists examples of information that could be considered material and prompt investors to buy or sell stock, and asks whether non-disclosure of Steve Jobs' health issues benefited Apple. It poses a hypothetical example of repeating quarterly guidance to a newspaper and asks if this would violate Regulation Fair Disclosure.
SelectUSA Services for U.S. Economic Development OrganizationsSelectUSA
SelectUSA is the U.S. government-wide program to promote and facilitate business investment in the United States. SelectUSA provides services to international investors of all sizes and U.S. state, regional and local economic development organizations (EDOs), working across the federal government.
SelectUSA works with domestic EDOs to provide:
1. Counseling and information to help you develop or hone your strategy to attract foreign direct investment, including access to on-the-ground expertise through U.S. Embassies and Consulates in more than 70 markets;
2. Marketing opportunities through investment missions and Road Shows, tailored promotional events and other activities, like the recent SelectUSA 2015 Investment Summit;
3. High-level advocacy, in cases where you are competing against foreign locations for an investment project;
4. And, through our ombudsman service, we to help investors understand and navigate the federal regulatory system and find solutions to issues related to the federal government.
To learn more, please visit our website at www.selectusa.gov
How to fund your company via Crowd Funding platforms with IncideIncide Ltd
Crowd Funding under SEIS and EIS explained, platform used, process, people, benefits for entrepreneurs, benefits for investors, costs, Reward and Equity based crowd funding platforms.
SaveLocally is an online coupon service that enables local charities and businesses to raise funds and advertise. Through SaveLocally, charities can sell coupon subscriptions to raise over 50% more than traditional methods. Local businesses pay $175 for a six month subscription to post coupons and ads. Consumers pay $25 annually for online access to local coupons. SaveLocally is seeking $750,000 in investment to further develop the platform and drive growth in its fundraising and advertising business.
Backlog Capital provides working capital loans to growing tech and healthcare companies. It was founded by JW Ray who has experience building and selling a successful SaaS company. Backlog Capital focuses on lending to companies with $2-30 million in annual revenue, booking growth over 5%, and forecasted booking growth over 10% to help fuel their growth. In addition to capital, Backlog Capital also provides strategic advisory services to help companies with areas like sales, marketing, and expansion.
Banks International is a consulting and training firm that has provided services internationally for over 32 years related to organizational culture change, leadership development, creativity and innovation, and strategic planning. They help clients improve organizational efficiency, flexibility, problem solving and performance. Their services are based on evidence that evolving an organization's culture leads to durable improvements in key areas. They offer consultation, training, executive coaching and support services to help clients address various business issues and maximize their potential. Customer testimonials praise Banks International's ability to assess issues and drive meaningful results through their work improving organizational culture.
This document provides an overview of various funding options for starting a business, including bootstrapping, tapping friends and family for investment, applying for small business grants, taking out loans or lines of credit, working with business incubators, raising money from angel investors, pursuing venture capital, using bartering, forming partnerships, committing to major customers, and using crowdfunding and pre-sales to generate startup capital. Specific platforms like AngelList and Dreamplex incubator are also mentioned.
This document outlines plans for a community investment group called Community Investment Partners Group. The group aims to empower communities by allowing anyone to invest in local ventures and businesses, generating profits that are reinvested in the community. The document lays out initial phases of establishing community partnerships, conducting property surveys, accepting business proposals, and forming investment partnerships. It provides examples of potential reinvestment opportunities like building a subdivision, owning a retail store, and investing in real estate. Finally, it calls for members to join various teams like the research and development team, investment team, and to help create an action plan.
07.19.2018 Understanding the Sell Side M&A Process for a Private CompanyExpert Webcast
Major Topics:
M&A market overview
Corporate and shareholder readiness
Assembling the deal team
Legal issues
Investment banking process
Types of buyers
Deal structures
Due diligence
Capitalizing on “hidden” assets – life insurance
Tax and other incentives available
M&A insurance
The Global Center for Nonprofit Excellence is an orchestrated network that brings Nonprofits, Funders and Recognized Experts together for the greatest impact. With scores of weekly encounters with nonprofit leaders from all corners of the community, obvious trends have emerged.
The document is a newsletter from the Not-for-Profit Advisory Group providing information on real estate strategies for non-profits. It includes an interview with the CEO of the Centre for Social Innovation discussing their collaboration culture and physical space. It also highlights a project with the Council of Ontario Universities where Colliers assisted with strategic office planning. Finally, it discusses the importance of internal controls and fraud prevention for non-profits.
This document brings together a set
of latest data points and publicly
available information relevant for
Financial Services Industry. We are
very excited to share this content and
believe that readers will benefit from
this periodic publication immensely.
The World's Best Online Financial Derivatives Institution 2023.pptxInsightsSuccess4
This edition features a handful of Online Financial Derivatives leaders across several sectors that are at the forefront of leading us into a digital future
The Best Partner in providing effective growth resources for Early Stage Companies and Investors
We link Value Creators with companies who want to Leverage Value.
We link you with the right investors. We help you prepare your pitch
to be successful with fundraising.
We help you scale, locally and globally.
We help you to be effective in your commercialization.
We utilize our network and portfolio of companies to leverage partnerships.
Vivaldi UK Capabilities | Financial ServicesRichard Rolka
Consumers’ rising expectations, disruptive new entrants and new possibilities with consumer data are only some of the trends currently transforming the financial services industry.
Intrapreneurship Programs make the difference when trying to shift your organisation to its next growth story. Identifying, developing and activating your Intrapreneurs is the best way to achieve innovation for faster growth.
This two-day conference - followed by a half-day peer exchange - showcases strategies and tactics successful bank CEOs and boards use to fuel profitable growth.
The document provides an overview of the services offered by DDR & Associates to help clients with corporate structure, financing, and transitioning to becoming a public company. It outlines a typical project timeline that includes preparing SEC filings, conducting audits and valuations, issuing stock, acquiring customers and production capabilities, and ultimately listing on a national stock exchange within 36-48 months. The goal is to help clients raise capital, complete acquisitions, and achieve market capitalizations of $200-400 million over the course of incubation and transition to becoming a publicly traded company.
DDR & Associates provides corporate structuring and financing solutions to growing companies. It assists clients in evaluating opportunities to raise capital through public or private means. The firm has experience helping both domestic and international clients conduct business. Its team includes legal, financial, and consulting professionals who work with clients to prepare targeted investment materials and access their extensive network to optimize funding opportunities. DDR typically works with development-stage companies that aim to go public within 3-4 years and generate sufficient earnings. It uses a blended public/private approach tailored to each client's needs and goals.
Atlas and leading economic development professionals are always trying to find ways to be more targeted, more precise, and more relevant to the needs of recruitment and retention prospects. As a way to help economic developers refine their marketing and business development offerings to prospects, Atlas presents “Four Things Economic Development Prospects Want"
This document provides an overview of Zaxby's, a fast-growing chicken restaurant chain founded in 1990. It discusses Zaxby's history, principles, leadership, profile, constraints, goals, performance measures, and use of lean thinking. Key points include: Zaxby's was founded to provide quality chicken wings and fingers in Statesboro, GA; it has grown through franchising and now has over 700 locations primarily in the Southeast US; its mission centers on creating "encore experiences" for guests; and it utilizes lean principles like just-in-time production and continuous improvement to enhance operations and the customer experience. The document also analyzes Zaxby's current reality tree and identifies opportunities to address constraints like a
ESG Is No Longer Optional. What Every Private Equity Manager Should KnowNavatar
Recording: https://www.youtube.com/watch?v=K5NBmZs84gY&feature=youtu.be
Responsible investment (or ESG), once a do-good sideshow, is becoming mainstream. Private equity managers must consider a host of issues, from gender diversity to carbon emissions, or risk losing investor capital and deals. The trend is only growing.
The challenge today is formalizing ESG policies to meet heightened standards. In this webinar, Navatar in conjunction with Invest Europe, brought together leading ESG thinkers from the industry to discuss how GPs should present their ESG framework to investors, what to consider during pre-investment due diligence, and ultimately portfolio monitoring and exit.
We address:
- Why your ESG strategy can make or break a deal
- What LPs want to see in your policies/practices
- Bringing your ESG DDQ to the next level
-Automation, plastics and other emerging ESG risks
Speakers:
- Maaike van der Schoot, Responsible Investment Officer, AlpInvest Partners
- James Holley, Head of ESG, Bridgepoint
- Graeme Ardus, Head of ESG, Triton Partners
- Jaideep Das, Partner, ERM
On the back of new exclusive research, Navatar and Exit Strategies have identified the leading causes preventing private equity firms from successfully sourcing and closing proprietary deals.
From misestimating the time required to nurture a deal, to entering negotiations rooms with the wrong mentality, watch this webinar to learn what fallacies may be preventing your deal sourcing engine from humming.
Topics discussed include:
- Exclusive survey results that test your key deal origination assumptions
- Why poorly packaged information shouldn’t be your biggest dealmaking worry
- How to let things flow naturally during meetings with target company execs
- Valuations, terms or chemistry? Which variable deserves your primary focus
More Related Content
Similar to How Strategics Can Avoid Losing Deals to Private Equity Buyers
SaveLocally is an online coupon service that enables local charities and businesses to raise funds and advertise. Through SaveLocally, charities can sell coupon subscriptions to raise over 50% more than traditional methods. Local businesses pay $175 for a six month subscription to post coupons and ads. Consumers pay $25 annually for online access to local coupons. SaveLocally is seeking $750,000 in investment to further develop the platform and drive growth in its fundraising and advertising business.
Backlog Capital provides working capital loans to growing tech and healthcare companies. It was founded by JW Ray who has experience building and selling a successful SaaS company. Backlog Capital focuses on lending to companies with $2-30 million in annual revenue, booking growth over 5%, and forecasted booking growth over 10% to help fuel their growth. In addition to capital, Backlog Capital also provides strategic advisory services to help companies with areas like sales, marketing, and expansion.
Banks International is a consulting and training firm that has provided services internationally for over 32 years related to organizational culture change, leadership development, creativity and innovation, and strategic planning. They help clients improve organizational efficiency, flexibility, problem solving and performance. Their services are based on evidence that evolving an organization's culture leads to durable improvements in key areas. They offer consultation, training, executive coaching and support services to help clients address various business issues and maximize their potential. Customer testimonials praise Banks International's ability to assess issues and drive meaningful results through their work improving organizational culture.
This document provides an overview of various funding options for starting a business, including bootstrapping, tapping friends and family for investment, applying for small business grants, taking out loans or lines of credit, working with business incubators, raising money from angel investors, pursuing venture capital, using bartering, forming partnerships, committing to major customers, and using crowdfunding and pre-sales to generate startup capital. Specific platforms like AngelList and Dreamplex incubator are also mentioned.
This document outlines plans for a community investment group called Community Investment Partners Group. The group aims to empower communities by allowing anyone to invest in local ventures and businesses, generating profits that are reinvested in the community. The document lays out initial phases of establishing community partnerships, conducting property surveys, accepting business proposals, and forming investment partnerships. It provides examples of potential reinvestment opportunities like building a subdivision, owning a retail store, and investing in real estate. Finally, it calls for members to join various teams like the research and development team, investment team, and to help create an action plan.
07.19.2018 Understanding the Sell Side M&A Process for a Private CompanyExpert Webcast
Major Topics:
M&A market overview
Corporate and shareholder readiness
Assembling the deal team
Legal issues
Investment banking process
Types of buyers
Deal structures
Due diligence
Capitalizing on “hidden” assets – life insurance
Tax and other incentives available
M&A insurance
The Global Center for Nonprofit Excellence is an orchestrated network that brings Nonprofits, Funders and Recognized Experts together for the greatest impact. With scores of weekly encounters with nonprofit leaders from all corners of the community, obvious trends have emerged.
The document is a newsletter from the Not-for-Profit Advisory Group providing information on real estate strategies for non-profits. It includes an interview with the CEO of the Centre for Social Innovation discussing their collaboration culture and physical space. It also highlights a project with the Council of Ontario Universities where Colliers assisted with strategic office planning. Finally, it discusses the importance of internal controls and fraud prevention for non-profits.
This document brings together a set
of latest data points and publicly
available information relevant for
Financial Services Industry. We are
very excited to share this content and
believe that readers will benefit from
this periodic publication immensely.
The World's Best Online Financial Derivatives Institution 2023.pptxInsightsSuccess4
This edition features a handful of Online Financial Derivatives leaders across several sectors that are at the forefront of leading us into a digital future
The Best Partner in providing effective growth resources for Early Stage Companies and Investors
We link Value Creators with companies who want to Leverage Value.
We link you with the right investors. We help you prepare your pitch
to be successful with fundraising.
We help you scale, locally and globally.
We help you to be effective in your commercialization.
We utilize our network and portfolio of companies to leverage partnerships.
Vivaldi UK Capabilities | Financial ServicesRichard Rolka
Consumers’ rising expectations, disruptive new entrants and new possibilities with consumer data are only some of the trends currently transforming the financial services industry.
Intrapreneurship Programs make the difference when trying to shift your organisation to its next growth story. Identifying, developing and activating your Intrapreneurs is the best way to achieve innovation for faster growth.
This two-day conference - followed by a half-day peer exchange - showcases strategies and tactics successful bank CEOs and boards use to fuel profitable growth.
The document provides an overview of the services offered by DDR & Associates to help clients with corporate structure, financing, and transitioning to becoming a public company. It outlines a typical project timeline that includes preparing SEC filings, conducting audits and valuations, issuing stock, acquiring customers and production capabilities, and ultimately listing on a national stock exchange within 36-48 months. The goal is to help clients raise capital, complete acquisitions, and achieve market capitalizations of $200-400 million over the course of incubation and transition to becoming a publicly traded company.
DDR & Associates provides corporate structuring and financing solutions to growing companies. It assists clients in evaluating opportunities to raise capital through public or private means. The firm has experience helping both domestic and international clients conduct business. Its team includes legal, financial, and consulting professionals who work with clients to prepare targeted investment materials and access their extensive network to optimize funding opportunities. DDR typically works with development-stage companies that aim to go public within 3-4 years and generate sufficient earnings. It uses a blended public/private approach tailored to each client's needs and goals.
Atlas and leading economic development professionals are always trying to find ways to be more targeted, more precise, and more relevant to the needs of recruitment and retention prospects. As a way to help economic developers refine their marketing and business development offerings to prospects, Atlas presents “Four Things Economic Development Prospects Want"
This document provides an overview of Zaxby's, a fast-growing chicken restaurant chain founded in 1990. It discusses Zaxby's history, principles, leadership, profile, constraints, goals, performance measures, and use of lean thinking. Key points include: Zaxby's was founded to provide quality chicken wings and fingers in Statesboro, GA; it has grown through franchising and now has over 700 locations primarily in the Southeast US; its mission centers on creating "encore experiences" for guests; and it utilizes lean principles like just-in-time production and continuous improvement to enhance operations and the customer experience. The document also analyzes Zaxby's current reality tree and identifies opportunities to address constraints like a
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ESG Is No Longer Optional. What Every Private Equity Manager Should KnowNavatar
Recording: https://www.youtube.com/watch?v=K5NBmZs84gY&feature=youtu.be
Responsible investment (or ESG), once a do-good sideshow, is becoming mainstream. Private equity managers must consider a host of issues, from gender diversity to carbon emissions, or risk losing investor capital and deals. The trend is only growing.
The challenge today is formalizing ESG policies to meet heightened standards. In this webinar, Navatar in conjunction with Invest Europe, brought together leading ESG thinkers from the industry to discuss how GPs should present their ESG framework to investors, what to consider during pre-investment due diligence, and ultimately portfolio monitoring and exit.
We address:
- Why your ESG strategy can make or break a deal
- What LPs want to see in your policies/practices
- Bringing your ESG DDQ to the next level
-Automation, plastics and other emerging ESG risks
Speakers:
- Maaike van der Schoot, Responsible Investment Officer, AlpInvest Partners
- James Holley, Head of ESG, Bridgepoint
- Graeme Ardus, Head of ESG, Triton Partners
- Jaideep Das, Partner, ERM
On the back of new exclusive research, Navatar and Exit Strategies have identified the leading causes preventing private equity firms from successfully sourcing and closing proprietary deals.
From misestimating the time required to nurture a deal, to entering negotiations rooms with the wrong mentality, watch this webinar to learn what fallacies may be preventing your deal sourcing engine from humming.
Topics discussed include:
- Exclusive survey results that test your key deal origination assumptions
- Why poorly packaged information shouldn’t be your biggest dealmaking worry
- How to let things flow naturally during meetings with target company execs
- Valuations, terms or chemistry? Which variable deserves your primary focus
As a growing percentage of family offices pursue direct private equity investment capabilities, Tyler Swoyer of Consolidated Investment Group, a family office, and David Bain of Family Capital, a family office-focused publication, explore how family offices source and win those deals using certain investment model advantages and a robust deal origination engine.
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In a tight labour market, job-seekers gain bargaining power and leverage it into greater job quality—at least, that’s the conventional wisdom.
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Financial Assets: Debit vs Equity Securities.pptxWrito-Finance
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...Vighnesh Shashtri
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3. ButcherJoseph & Co. is an investment bank headquartered in St Louis with coverage in Chicago, Washington,
DC, and Charlotte, NC. ButcherJoseph provides investment banking advisory services to middle market
companies. With more than $7 billion in successfully completed Employee Stock Ownership Plan transactions,
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About Butcher Joseph
4. Masco Corporation is one of the world's largest manufacturers of brand- name products for the home
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5. Today’s Themes:
• Key differences between financial and strategics buyers
• Formalizing your deal sourcing processes
• Leveraging sector knowledge to impress sellers
• Due diligence best practices
• Establishing a personality and culture match with sellers
9. Blackford Capital reviewed an average of 4,682
deals/year between 2011-2015, compared to
1,260 deals/year from 2008–2010.
Leaders Receive More Deals and Better Deals
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
2008 2009 2010 2011 2012 2013 2014 2015
DEALS RECEIVED
0
5
10
15
20
25
LOIs Issued LOI Submitted LOI Signed Deals Closed,
Recaps, Exits
Deal Quality
Average
2008-2010
Average
2011-2015
Since implementing Navatar, Blackford Capital
has also increased its quality of deal flow.
Navatar
Roll-Out
0
5
10
15
20
25
LOIs Issued LOI Submitted LOI Signed Deals Closed,
Recaps, Exits
Deal Quality
Average
2008-2010
Average
2011-2015
10. Questions?
To learn more about Navatar, please contact Nicholas Donato.
Email: ndonato@navatargroup.com
Phone: 212-863-9655 ext. 3662
To learn more about Masco Corporation, please contact Eli Slack.
Email: Eli_Slack@MascoHQ.com
Phone: (313) 792-4435
To learn more about Butcher Joseph, please contact David Lake.
Email: david.lake@butcherjoseph.com
Overview of your pipeline – compare pipeline metrics by time period, stage, deal quality
Which intermediaries gives you the most deals
This is a case study of one of our customers, Blackford Capital, showing how they have built a deal engine to improve their deal flow. They have differentiated themselves in the mid-market space using a metrics-driven approach. Since implementing Navatar, they have experienced both an increase in the quantity and quality of deals.