- Our Services
M&A Advisory Services
STATEO’s strategic advisory services focus on identifying and implementing strategies to maximize shareholder value while addressing diverse shareholder objectives.
We evaluate capitalization alternatives and analyze their ability to meet both the growth requirements of a client company and the liquidity needs of its shareholders. We examine a range of transaction strategies including acquisitions, divestitures, recapitalizations and, potentially, the sale of the company, and measure how each strategy impacts shareholder objectives relative to risk, liquidity, asset diversification, succession issues, estate planning and value maximization.
Our analysis of shareholder value is based on solid analytical and firsthand experience and knowledge of the current M&A and financing environments.
Sell-Side Advisory
STATEO professionals combine transaction expertise with extensive research capabilities, a proprietary investor database, and a custom, enterprise-wide transaction management system to deliver the greatest value for each client.
We implement a customized and comprehensive process intended to generate maximum value for shareholders with minimum distraction for operating managers. Our managing directors work closely with clients to define objectives, then design and implement a transaction strategy to achieve each goal.
Every sale engagement is unique and depends on the specific needs and objectives of the client’s shareholders. The manner in which STATEO conducts a sale process will, by design, vary based on the client’s preference with regard to: (i) the number and nature of the parties to initiate discussions; (ii) the client’s time frame and expectations; (iii) the management and ongoing operations of the business; (iv) other strategic considerations and market factors; and (v) personal and other unique considerations.
Acquisition Advisory
By taking a comprehensive, long-term view of our clients’ acquisition initiatives, STATEO focuses on generating the best return for the long term, which may include not completing a transaction.
We believe this sets us apart from other advisors. Our senior professionals partner with clients to identify relevant acquisition criteria and establish a systematic process to identify, research, and prioritize potential targets to complement their organic growth plans. From initial contact, due diligence and valuation, to negotiation and deal structuring, STATEO will be your partner every step of the way.
Private Placements
STATEO financing professionals are experienced in all aspects of capital formation including senior debt, subordinated debt, mezzanine capital, preferred stock, and common stock.
We maintain an ongoing dialogue with institutional sources of capital including commercial banks, insurance companies, pension funds, finance companies, hedge funds, mezzanine funds, venture capital funds and private equity groups.
STATEO has also advised middle-market companies that are unable to fully capture potential growth or liquidity opportunities because they have outgrown their existing financing sources, as well as companies that are inadequately leveraging their balance sheet or cash flow with traditional bank debt. In both of these situations, 360 Capital Partners considers every available source of capital on behalf of our clients including asset-based loans, senior cash-flow loans, institutional private placements, equipment and mortgage financing, asset securitizations, operating or capital leases, subordinated debt, preferred stock, and common equity.
We often pursue more than one type of capital to provide an optimal capital structure and minimize dilution. We also recognize and proactively manage the structural and logistical challenges of closing multiple transactions simultaneously.
Family-Owned Businesses
STATEO understands the opportunities and challenges facing family-owned companies as they address the operating requirements of their business and the evolving and sometimes divergent interests of their family shareholders.
We realize that human dimensions are often paramount in aligning family objectives with those of the business, whether the issue at hand is selecting a successor to manage the family business, or providing liquidity to a family member not directly involved in the business.
We recognize that family businesses have many constituencies. They include family members actively involved in managing the business, family members who rely on their ownership position in the business as a significant source of current income or personal wealth, non-family managers and employees, customers, suppliers, and the local community where the business is located.
Our goal is to help families achieve unanimity among all of these constituencies as they embark on strategic initiatives to grow, recapitalize or sell their business.
Corporate Carve-Outs
Given the complexities of corporate divestitures, finding the right buyer is the most challenging and critical aspect of these transactions.
In some cases, a strategic buyer is required due to the lack of management or shared operating assets that must be retained by the parent. In other cases, a financial buyer is preferred because the management desires to participate in a transaction and is concerned about sharing information with competitors.
STATEO will work with the parent company and operating management to understand these issues and agree on the optimal buyer for each situation.
Through our experience in divestitures of subsidiaries, operating divisions, product lines, and manufacturing facilities for public and private companies, STATEO will establish a framework that preserves confidentiality while maximizing value and other transaction attributes that are important to the shareholders of the parent company.
Management Buy-Outs
STATEO has extensive transaction experience in advising both management teams seeking to acquire an operating entity from its owners and owners seeking to sell an operation to its managers.
In addition to structuring and negotiating transactions that meet the objectives of managers and owners, STATEO can assist management teams in securing the appropriate external financing to consummate a transaction.
We also provide assistance with structuring ongoing equity positions and key terms of employment contracts, as well as valuation services that provide owners with the assurance they are receiving a fair and competitive value for their business.
Financial Due Diligence
Whether you are a private equity group seeking transaction support or a business looking for mergers and acquisition advice, our seasoned professionals provide a unique blend of analytic, investigative and financial assessment skills, and are experienced in multiple industries and disciplines to help mitigate your transaction risk.
With diverse industry and financial professional backgrounds, STATEO has a team dedicated to support transactions with a process that integrates services such as financial analysis, multi-state taxation, operations, human resources and employee benefit consultation.
While we are skilled at risk mitigation, our industry niche approach provides us with the skills to identify key business drivers, operational improvements, cost savings, synergistic opportunities, comprehensive quality of earnings analysis, capital optimization, and better asset utilization.
We specialize in maximizing shareholder value through tailored strategies, including acquisitions, divestitures, recapitalizations, and more.
We offer customized processes to achieve maximum value for shareholders while minimizing disruptions to daily operations.
Our senior professionals partner with clients, conducting comprehensive due diligence and negotiating deals to generate long-term returns.
We address operational challenges and family dynamics, helping align objectives, whether it's succession planning or strategic initiatives for growth.
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