McCracken Alliance
Partners (MAP)
PROFESSIONAL SERVICES TO
SUPPORT VENTURE CAPITAL
AND PRIVATE EQUITY FIRMS
MAP Presentation By-Bob Dickson
• Bob Dickson is the founder of Dickson Consulting, and is a
partner with MAP. After working for a major independent
accounting firm for almost ten years, Bob was a financial
officer of smaller and publicly traded companies for almost
40 years.
• Bob was CFO of Dynamet when it it sold for $125 million and
CardiacAssist dba TandemLife when it sold for $250 million.
Bob has also participated in smaller transactions.
Bob’s LinkedIn profile can be found at:
https://www.linkedin.com/in/di
ckson1/
2
Who is McCracken Alliance Partners?
• McCracken Alliance Partners (“MAP”) was founded with a vision of
helping finance professionals reach their potential through becoming
leaders that everyone wants to follow.
• MAP’s plan is to execute the vision through finance-specific leadership
programs, peer networks, and providing CFO types services to solve
companies needs.
• The MAP organization consists of CFO type partners throughout the U.S.
who work by travelling or virtually. Additional partners are frequently
added to provide additional resources and capabilities for clients.
• Additional information can be found at: www.mccrackenalliance.com
3
MAP Professional Services to Support Merger
and Acquisition Activity
• Serve on an Advisory Board
• Manage the Office of the Chief Financial Officer
• Address Capital Formation Issues
• Investment Banker for a Professional Exit
• Search for Acquisition Candidates
• Support Execution of a Transaction
• HR Strategic Advisory Services
• HR Support Services
4
Serve on an Advisory Board
A MAP presentation entitled “Creating an Advisory Board” was
developed provide guidance on the benefits of an Advisory Board and the
overall issues related to an Advisory Board. Please let us know if you
would like a copy of the presentation.
MAP Partners have experience in M&A activity. For example, Bob Dickson
was CFO of CardiacAssist (dba TandemLife) when it was sold to Livanova
for $250 million and was CFO of Dynamet incorporated when it was sold
to Carpenter Technology for $125 million.
5
Manage the Office of the Chief Financial Officer
MAP Partners have been CFO’s and are accustomed to the role of
managing the functions of an organization. MAP Partners can:
• Act as a full-time, part-time, interim/transitional or
consultative/coach.
• Provide a broad management role or focus on specific issues.
• Access support staff, if needed.
• Focus on support of CEO and board objectives.
• Manage the complexities of the Office of the CFO:
o Controllership
o Taxation
o Treasury and Risk Management
Please let us know if you would like a copy of our presentation “The
Role of the Chief Financial Officer”.
6
Address Capital Formation
Issues
Services MAP partners can provide for an organization’s capital
formation include the following:
• Debt/equity structure and cap table evaluation.
• Debt issuance, review of agreements, etc.
We periodically respond to regulatory proposals. For example, we
recently responded to the Security & Exchange Commissions
“Proposed Exemptive Relief from Broker Registration
Requirements of the Securities and Exchange Commission”.
Please let us know if you would like a copy of our response.
7
Investment Banker for a Professional Exit
We have an investment banking and corporate development referral source that
provides services to middle market family-owned and privately-held companies and
publicly traded corporations. These services include:
• Sales of private equity and venture capital firm owned businesses
• Divestitures of a segment of a business
• Strategic assessments and corporate development advisory services
• Valuations and fairness opinions
The firm is rooted in transaction experience developed within the corporate
development organizations of successful large, multinational corporations. They are
committed to delivering the same level of expertise and performance demanded by
Fortune 100 companies of their investment bankers to smaller and mid-size
companies.
Please let us know if you would like to utilize these services!
8
Search for Acquisition Candidates
9
After an acquisition strategy is developed, an important next step is identifying and
approaching potential candidates. We have an experienced referral source that
specializes in performing searches for acquisition candidates. Their services include:
• Obtaining an understanding of overall markets and the sector the company is
interested in.
• Identifying potential candidates and performing initial due diligence to ascertain
the degree of fit with the company’s acquisition criteria.
• Approaching the potential candidate and engaging in initial discussions to
determine the level of interest.
• Review of the candidates with the company to evaluate strategy for acquisition and
next steps. Introduction of parties and assistance with drafting a term sheet.
• Continued engagement and support during the transaction to facilitate closing.
If you would like assistance with your search, please let us know.
Support Execution of a Transaction
• Financial modelling of alternatives and valuations.
• Initial due diligence.
• Assisting with the development of a letter of
intent.
• Detailed due diligence.
• Assistance with development of a data room.
• Assistance with the review of documents.
• Transitional staffing.
10
HR Strategic Advisory Services
Crucial to any successful investment or divestiture is an effective
human resources strategy. People are generally an important
assets and managing these human resources is essential.
We have a human resource consulting firm referral source that can
assist in aligning HR strategy with business strategy. Some of the
HR services that can be provided follow on the next slides.
Please let us know if you would like to utilize these services!
11
HR Support Services
• Compliance with federal and state government employment laws
• Background checks, credential verification and drug tests
• Performance management programs
• Workplace investigations
• Rewards and recognition programs
• Covid-19 processes and procedures
• Employee terminations/separations; worker’s compensation; FMLA
• Stay and exit interviews
12
HR Support Services
• HR processes and procedures
• Job descriptions and FLSA job analysis
• Recruiting and staff augmentation of front-line staff, professionals,
management and executive level searches
• Employee manuals and employee relations
• Compensation/benefit analysis
• Staffing plans, talent gap analysis, restructuring, outplacement and
career transition
• Onboarding new employees
13
The World Has Changed! Services From
Anywhere/Anytime!
• There is no longer a need for corporations to incur high
fees to cover the overhead of advisors or consultant’s
offices, travel, down time and other expenses.
• Many of these services can be conducted from
anywhere with enhanced ability to stay in touch with
and advisor or consultant.
• Technologies such as Zoom have enabled this significant
change in business practices and when taken advantage
of companies can have superior service with reduced
costs.
• The quality of services may be higher because
distractions such as travel, and office inefficiencies are
eliminated.
14
McCracken Alliance Partners
Bob Dickson, Founder of Dickson Consulting, is a partner with
McCracken Alliance Partners (MAP). MAP is partnership of CFOs
and finance executives experienced as public and private company
CFO's whose skills and knowledge can create immediate value.
Services include a full range of financial leadership services
including full time or interim CFO's; board membership,
particularly audit committees; M&A Advisory board roles; and
performance of special projects.
15
15
Why MAP?
Leadership
Planning
Execution
16
MAP Key Advantages!
Network
of
CFO
Advisors
Local
and
National
Service
Capabili
ties
Your
Link to
Technica
l
Expertis
e and
Personne
l
17
MAP’s Community of Professionals
In order to serve your needs, MAP works with and refers
professionals that focus on other disciplines. For example:
 An information technology firm that is affiliated with MAP.
 Entrepreneurial law firms and lawyers.
 Investment bankers who work as registered broker dealers.
 CPA’s who examine the financial statements and provide tax
services.
 Insurance brokers who have experience in specific industries.
 Investment advisors who manage financial assets.
Please let us know if you would like a referral for any these
services.
18
Contact Information
Bob Dickson
724-272-1527
bo@dicksonconsulting.biz
www.mccrackenalliance.com
Connect with me on LinkedIn
https://www.linkedin.com/in/dickson1/
19
Thank You!
20

Professional Services to Support VC and PE Activity

  • 1.
    McCracken Alliance Partners (MAP) PROFESSIONALSERVICES TO SUPPORT VENTURE CAPITAL AND PRIVATE EQUITY FIRMS
  • 2.
    MAP Presentation By-BobDickson • Bob Dickson is the founder of Dickson Consulting, and is a partner with MAP. After working for a major independent accounting firm for almost ten years, Bob was a financial officer of smaller and publicly traded companies for almost 40 years. • Bob was CFO of Dynamet when it it sold for $125 million and CardiacAssist dba TandemLife when it sold for $250 million. Bob has also participated in smaller transactions. Bob’s LinkedIn profile can be found at: https://www.linkedin.com/in/di ckson1/ 2
  • 3.
    Who is McCrackenAlliance Partners? • McCracken Alliance Partners (“MAP”) was founded with a vision of helping finance professionals reach their potential through becoming leaders that everyone wants to follow. • MAP’s plan is to execute the vision through finance-specific leadership programs, peer networks, and providing CFO types services to solve companies needs. • The MAP organization consists of CFO type partners throughout the U.S. who work by travelling or virtually. Additional partners are frequently added to provide additional resources and capabilities for clients. • Additional information can be found at: www.mccrackenalliance.com 3
  • 4.
    MAP Professional Servicesto Support Merger and Acquisition Activity • Serve on an Advisory Board • Manage the Office of the Chief Financial Officer • Address Capital Formation Issues • Investment Banker for a Professional Exit • Search for Acquisition Candidates • Support Execution of a Transaction • HR Strategic Advisory Services • HR Support Services 4
  • 5.
    Serve on anAdvisory Board A MAP presentation entitled “Creating an Advisory Board” was developed provide guidance on the benefits of an Advisory Board and the overall issues related to an Advisory Board. Please let us know if you would like a copy of the presentation. MAP Partners have experience in M&A activity. For example, Bob Dickson was CFO of CardiacAssist (dba TandemLife) when it was sold to Livanova for $250 million and was CFO of Dynamet incorporated when it was sold to Carpenter Technology for $125 million. 5
  • 6.
    Manage the Officeof the Chief Financial Officer MAP Partners have been CFO’s and are accustomed to the role of managing the functions of an organization. MAP Partners can: • Act as a full-time, part-time, interim/transitional or consultative/coach. • Provide a broad management role or focus on specific issues. • Access support staff, if needed. • Focus on support of CEO and board objectives. • Manage the complexities of the Office of the CFO: o Controllership o Taxation o Treasury and Risk Management Please let us know if you would like a copy of our presentation “The Role of the Chief Financial Officer”. 6
  • 7.
    Address Capital Formation Issues ServicesMAP partners can provide for an organization’s capital formation include the following: • Debt/equity structure and cap table evaluation. • Debt issuance, review of agreements, etc. We periodically respond to regulatory proposals. For example, we recently responded to the Security & Exchange Commissions “Proposed Exemptive Relief from Broker Registration Requirements of the Securities and Exchange Commission”. Please let us know if you would like a copy of our response. 7
  • 8.
    Investment Banker fora Professional Exit We have an investment banking and corporate development referral source that provides services to middle market family-owned and privately-held companies and publicly traded corporations. These services include: • Sales of private equity and venture capital firm owned businesses • Divestitures of a segment of a business • Strategic assessments and corporate development advisory services • Valuations and fairness opinions The firm is rooted in transaction experience developed within the corporate development organizations of successful large, multinational corporations. They are committed to delivering the same level of expertise and performance demanded by Fortune 100 companies of their investment bankers to smaller and mid-size companies. Please let us know if you would like to utilize these services! 8
  • 9.
    Search for AcquisitionCandidates 9 After an acquisition strategy is developed, an important next step is identifying and approaching potential candidates. We have an experienced referral source that specializes in performing searches for acquisition candidates. Their services include: • Obtaining an understanding of overall markets and the sector the company is interested in. • Identifying potential candidates and performing initial due diligence to ascertain the degree of fit with the company’s acquisition criteria. • Approaching the potential candidate and engaging in initial discussions to determine the level of interest. • Review of the candidates with the company to evaluate strategy for acquisition and next steps. Introduction of parties and assistance with drafting a term sheet. • Continued engagement and support during the transaction to facilitate closing. If you would like assistance with your search, please let us know.
  • 10.
    Support Execution ofa Transaction • Financial modelling of alternatives and valuations. • Initial due diligence. • Assisting with the development of a letter of intent. • Detailed due diligence. • Assistance with development of a data room. • Assistance with the review of documents. • Transitional staffing. 10
  • 11.
    HR Strategic AdvisoryServices Crucial to any successful investment or divestiture is an effective human resources strategy. People are generally an important assets and managing these human resources is essential. We have a human resource consulting firm referral source that can assist in aligning HR strategy with business strategy. Some of the HR services that can be provided follow on the next slides. Please let us know if you would like to utilize these services! 11
  • 12.
    HR Support Services •Compliance with federal and state government employment laws • Background checks, credential verification and drug tests • Performance management programs • Workplace investigations • Rewards and recognition programs • Covid-19 processes and procedures • Employee terminations/separations; worker’s compensation; FMLA • Stay and exit interviews 12
  • 13.
    HR Support Services •HR processes and procedures • Job descriptions and FLSA job analysis • Recruiting and staff augmentation of front-line staff, professionals, management and executive level searches • Employee manuals and employee relations • Compensation/benefit analysis • Staffing plans, talent gap analysis, restructuring, outplacement and career transition • Onboarding new employees 13
  • 14.
    The World HasChanged! Services From Anywhere/Anytime! • There is no longer a need for corporations to incur high fees to cover the overhead of advisors or consultant’s offices, travel, down time and other expenses. • Many of these services can be conducted from anywhere with enhanced ability to stay in touch with and advisor or consultant. • Technologies such as Zoom have enabled this significant change in business practices and when taken advantage of companies can have superior service with reduced costs. • The quality of services may be higher because distractions such as travel, and office inefficiencies are eliminated. 14
  • 15.
    McCracken Alliance Partners BobDickson, Founder of Dickson Consulting, is a partner with McCracken Alliance Partners (MAP). MAP is partnership of CFOs and finance executives experienced as public and private company CFO's whose skills and knowledge can create immediate value. Services include a full range of financial leadership services including full time or interim CFO's; board membership, particularly audit committees; M&A Advisory board roles; and performance of special projects. 15 15
  • 16.
  • 17.
  • 18.
    MAP’s Community ofProfessionals In order to serve your needs, MAP works with and refers professionals that focus on other disciplines. For example:  An information technology firm that is affiliated with MAP.  Entrepreneurial law firms and lawyers.  Investment bankers who work as registered broker dealers.  CPA’s who examine the financial statements and provide tax services.  Insurance brokers who have experience in specific industries.  Investment advisors who manage financial assets. Please let us know if you would like a referral for any these services. 18
  • 19.
  • 20.