
Combining Investment Banking with Business Consulting
to Achieve Better Outcomes

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:
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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 match 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
D: We serve as investment banker/financial advisor to complete the transactions in:
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Providing thoughtful advice to the client on approach to market
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Running investment process, targeting appropriate parties
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Serving as transaction agent/intermediary
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Managing the transaction to successful closing
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Assisting with post-closing matters to ensure the long-term success of a transaction.