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Entrance Gathering

 M&A Execution:  Advisory, Project Management & Intermediary Services

Making the project more efficient and reducing your cost and risk

 Who I Work With

Mid- and Small-Cap

Public Companies

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  • Needing a temporary internal resource with experience to manage critical M&A

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  • Looking for someone to guide its functional experts through the transaction process

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  • Wanting an internal liaison to outside legal and investment banking advisors so the internal team can continue to manage the business

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​PE Firms

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  • Looking for someone to manage a portfolio company transaction

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  • Seeking to supplement its bench for times when M&A activity exceeds internal capacity

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  • Wanting to get the most out of outside advisors, making sure they are focused on the most important issues and appropriately balancing risk and opportunity

Business Owners​ and

Family Businesses

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  • Looking to position a business for sale, assess readiness and help bridge gaps to get the best value

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  • Seeking to grow through an acquisition, but unsure of the process and impact on the company

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  • Needing an internal liaison to outside advisors so the internal team can continue to manage the business

Urban

What I Do

Advisory

  • Gain a deep understanding of your objectives and make sure they are prioritized and communicated across the entire project

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  • Assess your internal team’s capabilities and corporate readiness

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  • Clarify roles and responsibilities, create a project management structure

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  • Help bridge gaps with internal or external team members and/or training before the project starts

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Project Management

  • Manage your internal business and functional leads in connection with:

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  • Due diligence

  • Contract negotiation and decision making

  • Closing coordination

  • Post-closing follow up 

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  • Help you make timely, informed decisions based on your objectives and the business realities to create/ capture deal value

Intermediary Services

  • Manage your external advisors, keeping the team on track, focused on your objectives and reducing your overall costs and risk

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  • Streamline communication and coordination between your internal team and your outside advisors

​What makes me different

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  • Over 20 years of experience with successful public companies leading transactions of all sizes, including acquisitions, divestitures, spin-offs, outsourcings, joint ventures and equity investments

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  • Key member of negotiating/decision making team, with ability to develop a strategy geared toward achieving the terms that drive value

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  • Worked across Fortune 500, mid-size, and start-up companies and understand that one size does not fit all situations

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  • Extensive experience working with all functional areas, including legal, human resources, finance, tax, intellectual property, real estate, environmental, supply chain, and communications

 

  • Effective manager of outside advisors including legal and investment banking experts

 

  • Managed transactions teams in over 50 countries across the Americas, Asia and Europe

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  • Able to represent your interests and be a part of your team, making sure you get the most out of your outside advisors and freeing up your internal resources to focus on what they do best

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