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PBG 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:  Identifying, introducing, and negotiating with appropriate funding sources.

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

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  • 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

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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.

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