While most firms either offer M&A Advisory or offer Fractional CFO Support, SouthPort can combine services with a longer-term view towards value creation
Assess the value drivers and operations through in-depth discussions and analysis
Build a comprehensive projection model to evaluate: 1) cash flows, 2) margin enhancement, and 3) return on investment
Frame growth, capital investment, and new business lines through the lens of an institutional investor
Ensure financials are presented in a manner that withstands a thorough review by institutional investors
Methodically compile diligence materials; cross reference and clean documents to mitigate red flags; prepare for inbound offers
Craft marketing materials that thoughtfully articulate the most attractive attributes of the business and mitigate against potential investor concerns to generate buyer conviction
Execute a customized process that creates competition among the buyer group, maximizing both price and terms of offers; maintain competitive tension via structured timelines
Prepare diligence materials in advance of launching the process; clean and cross-reference all materials; respond to buyers quickly
Leverage competition to solidify major business terms of a transaction; work in lockstep with legal to negotiate nuanced aspects of the purchase agreement
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