For any business owner contemplating acquiring, divesting a line or considering an eventual exit, an M&A event may represent the most significant financial and emotional decision in the lifetime of the business. It’s critical that your relationship with your advisors be well-established, involved and trust-based rather than transaction driven.
Marc English has held long-tenured shareholder advisory relationships (and operating roles) exclusively on behalf of privately held firms, from new ventures to multinationals, over the course of four decades. This unique experience allows us to provide guidance on M&A matters within the broader company strategy and their fit against longer-term family objectives.
Retaining Accretion in an advisory or Advisory Board capacity can supplement your organization’s competencies and assist you in acting with the confidence, commitment and speed required to succeed when investment opportunities affecting the future of the firm arise.
For a mid-size firm without a dedicated M&A resource, acquisition programs often fail to gain consistent traction because the leadership team is consumed with the day-to-day operation of the business. Engaging Accretion in a fractional Corporate Development role (i.e. fixed monthly time commitment and fee) embedded together with the leadership team will provide the firm with the added focus to initiate an acquisition strategy and develop a pipeline of targets, the experience to navigate an acquisition process and the objectivity to counsel leadership on specific areas of opportunity and risk. Accretion can also assist management in preparing and presenting acquisition opportunities to the shareholders and / or Board.
Whether you seek to expand your product portfolio, strengthen your customer / channel leverage, or increase your geographic reach, our firm grasp of branded goods markets and M&A processes allows us to offer independent counsel, expert guidance and strategic insights to Boards, CEO’s, founders and entrepreneurs in the development and execution of a customized acquisition strategy that stretches your thinking and enhances your growth prospects. We invest in relationships with our clients to build a depth of understanding in their businesses and we are committed to operating in a manner that partners with, and augments the skills of, your existing leadership team. As a result, Accretion has successfully assisted clients in developing growth plans that have identified, validated and prioritized strategic expansion areas and individual targets.
At Accretion Advisory Group LLC, we offer owners, CEO’s and their leadership teams an experienced hand wherever acquisition opportunities prove to be too episodic to warrant dedicated acquisition staff. We have significant experience advising in broad auction processes and in executing discrete one-on-one negotiated transactions. We can tailor our approach, from “hands-on” to “light-touch”, and from contact to contract, in order to aid clients in achieving successful outcomes that accelerate growth. Accretion can assist in guiding client teams through the deal process, from identifying attractive market opportunities and targets, to evaluating strategic fit, assessing synergy potential and conducting detailed diligence. Importantly, we will help you to establish a price supported by sound valuation and return metrics and to navigate contractual matters affecting value and risk.
Importantly, we are conversant in brands, channels, and supply chains, allowing us to provide valued insights to our client teams.
We provide independent, strategic advice and a unique combination of commercial and deal expertise in the assessment of a target business. We add structure to the review process, provide rigor in the review and interpretation of complex financial information, and understand the levers that add value when assessing a target’s business model and future prospects. We have deep experience in branded goods transactions from early-stage growth ventures to mature scale-building opportunities that allows us to assess revenue potential, combination benefits and areas of risk.
We have a thorough understanding of the challenges in executing a successful sale of a business or business unit, from identifying investment considerations that will best position the business, to identifying potential purchasers, to guiding your team through the intense planning and implementation phases of the process. Moreover, we appreciate the myriad of financial and emotional considerations germane to the sale of a closely-held business. We will consider the human element of a sale undertaking, from employee motivation to a desire for discreetness in the marketplace.