| |
|
 |
|
|
|
|
|
R. E. Pinard & Co.
has assisted the owners of numerous
privately held companies in building
the value of their company so they
could realize their desired exit
strategy. Below is a partial list
of representative transactions that
we have actively participated in.
Companies are listed by industry
to maintain our clients' confidentiality.
|
|
For a more
detailed look at our representative
engagements and to see our Value
Builder Program
in action, view our Client
Success Stories.
|
|
| |
|
|
VALUE
ASSESSMENTS
|
|
• |
Conducted
a management assessment of a
long-standing life/group insurance
brokerage. Recommended the immediate
divestiture of the group segment
of the business, which was effected
within 60 days of our recommendation. |
| |
|
|
| |
• |
Conducted
an organizational/management
assessment for a regional food
processor with sales nearing
$200,000,000. Recommendations
were implemented virtually upon
receipt. |
| |
|
|
| |
• |
Conducted
a valuation of a Canadian-domiciled
medical products distributor
that resulted in providing the
owner with the information necessary
to make an informed decision
regarding an offer presented
by a friendly acquirer. |
|
| |
VALUE
BUILDING
|
|
• |
Developed,
evaluated and implemented growth
strategies for a regional sports
facility. |
| |
|
|
| |
• |
Designed
an executive compensation plan
and corporate bonus program
as an integral part of the strategic
business plan for a northeastern
promotional programs and events
developer. |
| |
|
|
| |
• |
Developed
and implemented new financial
and operational processes for
a $10 million revenue company
resulting in enhanced annualized
cash flow of $900,000 in less
than one year. |
| |
|
|
| |
• |
Developed
a refocused sales and operations
program at a $2,500,000 revenue
company leading to a 17% annual
growth rate and a fivefold increase
in operating profit. |
| |
|
|
| |
• |
Developed
and implemented new financial
and operational processes for
a $6 million revenue company,
resulting in a 150% rise in
earnings within one year. |
| |
|
|
| |
• |
Arranged
$10 million in financing to
recapitalize a rapidly growing
$20 million revenue manufacturer
that was initiating a strategic
growth and shareholder diversification
effort. |
| |
|
|
| |
• |
Arranged
$800,000 in debt financing for
a young high-tech company with
sales of $3,000,000. |
|
| |
VALUE
REALIZATION
|
|
• |
Developed
and implemented new financial,
operational and sales processes
for a $13 million revenue company
over a five-year period, progressing
through each stage of The Value
Builder Program .
Increased operating profit from
break-even to $600,000 in eight
months. Strategic focus and
tactical changes propelled revenue
growth to $21 million within
three years. Acted as key advisor
and transaction manager and
sold the company, achieving
a transaction value of $25 million.
|
| |
|
|
| |
• |
Directed
exclusive financial advisor/transaction
manager in the sale of a regional
distributor/retailer of consumer
goods. Selling price in low-to-mid
eight figures. Multiple of EBIT
achieved was about 25% over
median industry multiples at
time of sale. |
| |
|
|
| |
• |
Directed
a mid seven-figure ESOP and
minority stockholder buyout
for a controlling interest in
a large regional contractor
and supplier for the HVAC industry. |
| |
|
|
| |
• |
Designed
and arranged dissolution of
a real estate partnership, mid
seven-figure total value; secured
financing to retire one partner,
allowing remaining partner to
continue operations under a
new partnership. |
| |
|
|
| |
• |
Managed
and acted as exclusive advisor
for a leading nationwide manufacturer
and distributor of bakery products.
Transaction value was low-to-mid
eight figures. |
| |
|
|
| |
• |
Acted
as exclusive advisor and transaction
manager for the seller of a
regional heavy truck leasing
company. Sold to a national
concern with a transaction value
in the mid-to-high seven figures. |
| |
|
|
| |
• |
Acted
as key advisor and sell-side
transaction manager for a medical,
industrial and military products
manufacturer. Transaction value
in excess of 10 times net earnings. |
| |
|
|
| |
• |
Acted
as exclusive advisor and transaction
manager for the seller of a
long-established restaurant
operation. |
| |
|
|
| |
• |
Acted
as exclusive advisor and transaction
manager for the seller of a
$3,000,000 revenue commodity
business. Transaction value
in low seven figures. |
back
to the top...
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
