Services: Succession Planning, Acquisition & Divestments
Specialising in MBO/MBI, Trade Sales, Acquisition Solutions, IPO's, Succession Planning
We assist mid market business owners define, prepare business for and execute their acquisition and divestment strategy. Most M&A companies will not invest the time in the define and prepare phases and the few that do are transactional & Fee focused not end to end customer focused – PGS IS. PGS partners & directors have all been or are business owners and have designed a best practice approach that harmonises the science of valuation and Value Maximisation, whilst integrating the understanding of the human issues that can delay or prevent transactions from completing.
Acquisitions
Preparation for an acquisition event is just as important, arguably more important, than a sale scenario. Typically an acquisition involves the integration of two quite different businesses - This means integrating systems, cultures, structures, etc. Thus, the valuation and synergy planning process to ensure expected benefits are measured and realized, supported by an integration plan, become vitally important.
Our solutions are tailored to each individual clients needs, catering for the different levels of skills, sophistication, capacity and experience at integration.
Divestment - Trade Sale/MBO-MBI/Private Equity Sell down/IPO/Succession Planning
There are many different solutions and paths for business owners to realize the equity tied up in the value of their business, but what solution is right for you.
Our Value Maximization Objectives Review uncovers the individual owner’s specific aims, as well as the business potential. Together they form the basis for our advice.
Quite often business owners state that they aspire to a particular solution/outcome such as a Public Listing. Our structured approach ensures all options are considered whilst maintaining an understanding of the individual and business needs, capabilities, capacity and opportunities.
Debt & Equity – Effective Debt or Equity structuring and fulfillment
Some Mid- market business owners see equity as cheaper than debt, especially when it is their own, however equity has a true cost. So what is the optimal mix of debt and equity for your business and how efficient is your Balance Sheet. Our comprehensive review process takes into consideration not only the financial equation, but also individual fit, particularly in terms of external equity – Be it via a PE firm, HNW or Investment Bank we work with business owners to deliver intelligent solutions simply.