Combining Financial Advice with Business Strategy
to Achieve Successful Outcomes
PBGRP SERVICES
Our Services:
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Strategic Advisory: Business and strategic planning; business performance improvement; and creation, development, and realization of strategic opportunities.
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Funding* Advisory: Assist clients looking to raise capital in evaluating alternatives and identifying optimal funding strategies.
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Merger & Acquisition* Planning: Strategic assessment and planning designed to identify opportunities, analyze key elements of value, and provide longer term planning that will enhance exit opportunities.
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Post-Merger Integration: Advising and assisting clients in post-merger integration planning and execution.
*Note: Fund raising and M&A execution is referred to our partner, Corporate Finance Associates (CFA) and Corporate Finance Securities (CFS). PBGRP and CFA/CFS are unaffiliated entities.
The PBGRP Approach:
A: To position our clients for a transaction, we:
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Evaluate and improve financial systems and controls
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Identify potential near-term profitability and revenue improvements opportunities
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Cooperatively develop strategic plans
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Support development of operating plans
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Articulate growth initiatives
B: We design a strategic investment approach to:
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Understand each client’s unique value proposition
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Articulate competitive advantage
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Target prospective investors that fit
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Strategic criteria
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Financial criteria
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C: We design transaction structure to business fit for:
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Strategic investment (minority stake with business attributes)
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Negotiated or auction sale
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Joint venture
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Merger/acquisition
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Less-than-control financial investment
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Venture debt
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Debt