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STRATEGIC ADVISORY ENGAGEMENTS
Our years of experience in M&A transactions and our proprietary industry data provide us with an uncommon perspective from which to advise our clients regarding business or portfolio valuation, value enhancement, and strategy development. Below are a few examples of prior advisory engagements. Given the nature of our work for these clients, their identity is not provided.
| Client Objectives |
Results |
| Exit and Strategic Planning |
Analysis of optimal strategic alternatives, company valuation
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The shareholders of a large consumer-focused ARM firm (1st and 3rd party) wanted to understand the value of their company to decide if they should engage in a sale process. We presented a comprehensive analysis, which included a current market valuation, an assessment of their strategic alternatives, details regarding probable deal structures, and insight into the buyers that would show interest. Based on our work, they were able to make strategic decisions with confidence and based upon the facts.
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| Understand Market Valuation |
Valuation to assess an acquisition offer
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A wholly-owned debt collection subsidiary of a major southeastern healthcare chain was approached by an interested acquirer. We provided this client with valuation advice that they used extensively to understand fair market value, leading to a successful sale of this ARM unit. |
| Exit Planning |
Valuation of portfolio of charge-offs and platform for debt purchaser
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An established debt purchaser with diverse shareholder objectives sought to understand the value of its owned portfolio of charged-off consumer receivables, as well as the company's overall market value. This valuation provided an unbiased opinion of market value to assist the shareholders in their exit planning. |
| Value Enhancement |
Operational assessment, valuation, ongoing advisory for student loan-focused ARM firm
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The shareholder of an ARM firm specializing in student loan collections for government and university clients nationwide sought a current market valuation, an operational "audit" to identify weaknesses, and ongoing advisory services to increase the firm's value. The firm's value has grown by over 250% since our initial engagement. |
| Estate and Succession Planning |
Valuation for family-run healthcare ARM firm
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The shareholders of a family-run healthcare-focused ARM firm sought to understand the value of their firm to assist in their estate planning initiatives. Our work enabled them to transition the business to the family's next generation. |
| Partnership Dispute |
Valuation for financial services ARM firm
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A provider of debt collection services for top 10 financial institutions was involved in a partnership dispute that required the valuation opinion of an independent third-party expert. Greenberg's work was relied upon throughout their discussions and legal proceedings. |
| Proposed Acquisition |
Fairness opinion to assess financial basis of proposed deal
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Having executed a Letter of Intent (LOI) to acquire a major ARM firm specializing in the financial services sector, a publicly-held company required a Fairness Opinion related to the proposed transaction. This valuation work enabled them to proceed into further due diligence. |
| Sale of Minority Stake |
Valuation of minority stake for California ARM firm
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The shareholders of an established, family-owned and operated California ARM firm were planning to sell a minority position to a senior executive and sought an independent valuation. Our advice enabled them to proceed confidently with their negotiations. |
| Value Enhancement |
Operational assessment, valuation of ARM firm for strategic planning
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In planning for the future, the shareholders of a Western US ARM firm wanted to identify their firm's operational weaknesses and value detractors, and to understand its market value. Our work provided a baseline valuation, as well as a roadmap so the shareholders could understand how to enhance the firm's value over time. |
| Exit and Strategic Planning |
Valuation for Southeastern regional ARM firm to resolve shareholder disagreement
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In order to make decisions pertaining to the timing of a possible divestiture of their company, the family shareholders of this ARM firm sought to resolve their internal disagreement regarding the firm's value. The results provided them a clear and independent expert opinion of market valuation. |
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