Services
Private Equity firms and high-growth companies come to us for the expert advisory and hands-on execution that accelerate value creation and maximize profit.
Companies
For mid-market companies, 3x Strategies offers strategic guidance on readiness and preparation for introduction to leading Private Equity firms and with tuck-in acquisitions. Through our relationships with these investors, we help companies access capital, and through our experience we help companies leverage industry expertise, improve profitability and unlock value through operational or strategic enhancements.
Whether a company is seeking scale or strategic advantage via M&A, investment for next-stage growth, or a complete exit with superior returns, 3x Strategies has the expertise to guide them through the most profitable path in all phases of the investment process, including:
Deal Assessment Phase
Initial Conversation
We take time to listen to a company’s story—past, present, and future. We want to understand its objectives in seeking Private Equity investment and then provide an initial assessment of the opportunities.
Preparation for Introductions to Private Equity Firms
We examine the uniqueness of market positioning, analyze future growth opportunities, and survey competition in order to develop compelling equity stories that will attract interest from the best Private Equity firms, and can assist with preparation of the company confidential information presentation (CIP).
Identification of Potential Red Flags
We recommend preemptive actions to address any weaknesses before approaching Private Equity investors.
Evaluation of Readiness for Private Equity Investment
We identify potentially suitable Private Equity partners and align your company’s strategic objectives and corporate values with investor expectations and priorities.
Preliminary Indications of Interest
We set accurate, realistic expectations for company stakeholders and guide negotiations towards an optimal investment.
Due Diligence Phase
Preparation for Due Diligence
We make sure the company is ready for the Private Equity firms’ scrutiny and analysis of all dimensions of the business, including product, sales, marketing, legal, HR, IT, and other areas.
Operating Model Assessment
We analyze operating models and strategies to assess future financial performance and stress-test key assumptions in order to answer the questions Private Equity investors are likely to ask.
Future Integration Planning
We identify potential integration challenges and can develop post-close integration plans if necessary.
Negotiation Support
We assist with finalizing deal terms and preparing for a smooth transition that leaves everyone feeling good about the purchase or investment.
Operations Phase
Value Creation Planning
We work with management to develop and execute value creation plans, focusing on revenue growth, margin expansion, and operational improvements.
Process Redesign and Efficiency
We analyze and suggest redesign processes to reduce costs, improve efficiency, and implement best practices in finance, operations, and technology with the goal of raising EBITDA.
Performance Tracking
We help companies establish and monitor the KPIs that the company and the Private Equity firm determine together are needed to evaluate progress and enable accountability.
Interim Leadership and Transformation
We can provide interim executives to lead major initiatives and support management through turnaround and ongoing change. We also have certain executives available for permanent placement.
Ongoing Advisory
We provide ongoing advisory support in all areas of operations with a focus on profitability and company value.
Exit Phase
Exit-Readiness
We help prepare the company for sale by assisting the Private Equity firm and the management team with the preparation of compelling investor materials to ensure proper market positioning and to ensure the business is presented in the best possible light.
Sell-Side Advocacy
We help identify and approach potential buyers, and position the company’s unique value proposition to maximize interest.
Separation Planning
For carve-outs or complex exits, we help design and implement separation plans to ensure a clean transition and maximize value.
The Bottom Line
We thus act as valued partners to the companies we serve, providing exceptional expertise and execution support at every stage, from initial deal sourcing to value creation and ultimately, a successful exit. Our proven success in all phases of the deal lifecycle enables us to provide the intelligent support that results in high multiples upon exit.