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Post-Acquisition Value Added

Value-Added Services: Maximizing Value and Driving Strategic Growth

We bring experience, track record, and superior execution capabilities to support companies to Achieve Higher Valuations. 

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We provide comprehensive value-added services that enhance the financial and operational performance of our clients' portfolio companies. Our approach is hands-on and tailored to meet the unique needs of each business, enabling sustainable growth, stronger financial performance, and maximized value at exit.

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Image by Andrei R. Popescu

Our Value Creation Approach: Strategic Financial Planning and CFO Support

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We strengthen the financial backbone of portfolio companies by implementing robust financial controls and establishing a single source of truth for financial data. This ensures that our clients have clear visibility into their financial health and are well-prepared for any strategic initiatives.

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  • Key Deliverables:

    • Comprehensive financial reporting and forecasting.

    • Cash flow and runway management.

    • Budgeting, KPI monitoring, and working capital optimization.

    • Cost reduction initiatives and pricing analysis.

 

 

 

Customer Profile: Partnering with Growth-Oriented Businesses

 

Our value-added services are specifically tailored to support the growth and development of mid-sized companies that demonstrate strong fundamentals and a drive for success. We specialize in working with:

 

Annual Revenue: $20 million to $400 million.

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Type of Companies: Founder-led (sponsor-backed or independent).

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Sector and Market Focus: Consumer, Fintech, Enterprise SaaS, Business Services, among others.

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Our Clients: Founders and investors seeking to understand “what great looks like” in terms of managerial processes, financial strategies, and value creation.

Securities offered through GT Securities, Inc., member FINRASIPC

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