Who We Serve
Strategic Growth Advisors was founded by the need for middle market businesses to have access to Fortune 100 investment banking expertise. Our experience indicates that often business owners do not have the knowledge to properly value their business or who to call for help. We work with business owners to evaluate their business and prepare them for the sale process. After the preparation step, we guide them through the actual process of selling their business and maximizing the result.
The biggest risk every business owner is concerned about is undervaluing their precious asset and their life’s work. We work diligently to mitigate that risk.
Consulting engagements are designed to prepare your company for a sale. We focus on completing a comprehensive business valuation, developing an in-depth understanding of your market and guiding improvements to your EBITDA performance to maximize your overall value.
We provide a full life cycle sale process designed to maximize your value and provide you with quality buyers. We are experienced in enterprise sales as well as carve-out situations. We also offer support for potential post close challenges such as purchase price adjustments, indemnification claims and a variety of post close settlements.
We provide a full life cycle process designed to help you identify potential buy-side opportunities. We become the intermediary during negotiations thus preserving your good relationship with sellers. Our comprehensive due diligence process helps to reduce risk and ensures the acquisition you are considering will increase your current market share or guide you into new attractive markets. We also have access to experienced buy-side legal counsel who can be engaged to successfully close your deal.
We are unconflicted Capital Raising and M&A experts for privately owned businesses. We have worked with sole sourced or syndicated investors to raise capital for debt restructuring, enabling growth opportunities, or to fund contemplated investments. If you are considering raising capital, we are very experienced and can assist you to successfully raise the capital you require.
SGA aims to help clients build, protect, and transfer the wealth created by the sale of their business. We have an extensive network of professional wealth managers and can assist in finding the correct wealth manager to align with your goals and growth objectives.
For those privately held family businesses, with owners who are simply retiring but want to maintain some involvement in their family business, SGA can assist clients in preserving and growing their wealth over multiple generations through effective wealth transfer and succession planning. This may involve counseling, structuring family trusts, implementing gifting strategies and educating future generations on financial stewardship.