© 2019 Perreault Birmingham Group, LLC

Securities offered through Western International Securities. Member FINRASIPC.  The Perreault Birmingham Group LLC  and Western International Securities are separate and unaffiliated entities.

 

PBG SERVICES

Our Services:

  • Strategic Advisory: Business and strategic planning; business performance improvement; and creation, development, and realization of strategic opportunities.

  • Funding:  Identifying, introducing, and negotiating with appropriate funding sources.

  • 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.

  • Merger & Acquisitions: Investment banking representation of clients in merger and acquisition transactions.

  • Post-Merger Integration: Advising and assisting clients in post-merger integration planning and execution.

The PBG Approach:

 

A: To position our clients for a transaction, we:

  1. Evaluate and improve financial systems and controls

  2. Identify potential near-term profitability and revenue improvements opportunities

  3. Cooperatively develop strategic plans

  4. Support development of operating plans

  5. Articulate growth initiatives

 

B: We design a strategic investment approach to:

  1. Understand each client’s unique value proposition

  2. Articulate competitive advantage

  3. Target prospective investors that fit

    • Strategic criteria

    • Financial criteria

C: We match transaction structure to business fit for:

  1. Strategic investment (minority stake with business attributes)

  2. Negotiated or auction sale

  3. Joint venture

  4. Merger/acquisition

  5. Less-than-control financial investment

  6. Venture debt

  7. Debt

 

D: We serve as investment banker/financial advisor to complete the transactions in:

  1. Providing thoughtful advice to the client on approach to market

  2. Running investment process, targeting appropriate parties

  3. Serving as transaction agent/intermediary

  4. Managing the transaction to successful closing

  5. Assisting with post-closing matters to ensure the long-term success of a transaction.