Mergers and Acquisitions
Karl has guided companies through all the phases of buying and selling a business. Companies supported range up to $200 million of enterprise value including private equity, independent sponsors and public companies buying closely held companies.
Financial Projections to Show the Opportunities
Financial projections for five or more years are used by all parties to understand the limits of debt and cash flow for a transaction to get financing.
Karl delivers projections with income statement, balance sheet and statement of cash flow to move the deal forward quickly.
Telling the Story
A good slide deck tells a naturally flowing story in an easy to read format with appropriate support for each point. Karl brings the key parties together to create the narrative in a collaborative effort to present the whole story in a digestible format.
Managing the Timeline
Understanding how long the process actually takes in real life helps limits the emotional ups and downs of the process. Karl brings a perspective on the way different parties think about the pricing, negotiations and structure of a deal increase the odds that an agreement will be reached successfully.
Collaborate for Success
A successful transaction is done by a team over a long period of time. Karl brings the experience to know when to wait to bring a professional into the transaction to save money. And also when to bring people into the team to make sure the transaction is successful and gets the best overall result for you.