Case Study: M&A
Preparing for a company’s sale while protecting their employees and community
VisionOne was brought in by an investment banker to help identify key value drivers of a business they were attempting to sell. The industry was becoming commoditized and the business needed to be able to show added value in order to meet the business owner’s transition goals. Time was of the essence, as the business owner needed to sell and could not wait to add value over time. Finally, the business was in a rural community and the business owner wanted to make sure that his employees and community would be sustained.
The VisionOne Solution:
- Assessed the four key driving forces: personal, market, business, and external to understand the best time to sell,
buyer/investor to attract, and position value within the organization.
- Leveraged the Value Opportunity Profile® to measure overall value, identify key value drivers, and develop
a roadmap for driving future value with various buyer and investor types.
- Assessed key leaders to be able to determine their aptitude and ability to drive future value.
- “Staged” the company to attract buyer/investor that would be the best for the business.
Because of the differentiated value that was uncovered, there were multiple owners and the company was able to sell at a multiple that was much higher than originally expected. The company was able to attract a Private Equity investor that saw their potential, and provided the needed capital and leadership expertise to get the company to the next level. Finally, the investment strategy supported the owner’s long-term goals for his employees and community.