The decisions you make as a business owner today can have meaningful implications on the future value of your ‘entrepreneurial capital’ (equity, debt, human capital, etc.). Thus there is a valuable role that your trusted advisors – financial, tax, legal, and other specialists – can play in guiding you through these decision-making processes. One of the ways we at MVP differentiate our services is by focusing on three CFO-led solution sets, relevant to the private business owner at a point of inflection….
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Principal Investment
Structure: Marksman Venture Partners (‘MVP’) as acquirer / sponsor / capital provider
Key Elements:
Transaction types: majority buyouts, recapitalizations, growth equity, corporate divestitures & carve-outs
Ownership Profile:
Entrepreneurs, corporate-owned subsidiaries (divestitures/carve-outs)
Target Outcomes:
For entrepreneurs wishing to sell their businesses to MVP in exchange for proceeds plus know-how:
Facilitation of owners’ retirement via orderly succession and a flexible structure
Recognition of company value & continuity
A value-added partnership, built on trust
Target Geography:
Midwest, Northeast, Southeastern U.S.
MVP Expertise / Sample Contributions:
Develop business plan / deploy capital
Invest in growth / market expansion / innovative marketing and customer service
Foster ‘next-level’ executives / teamwork
Streamline operations / boost margins
Implement M&A ‘add-on’ strategies
Target Size Range:
Annual EBITDA: $500k – $2MM
Employee Base: 15 – 100
Target Industries:
Business Services, Industrial (e.g., recycling, water, energy, environmental) Services, Tech-enabled Services, Niche Manufacturing
CFO (Permanent and Interim)
Structure: MVP Partner as W-2 employee(s) or independent consultant
Key Elements:
Strategic services: develop leaner, simpler, more durable, profitable business models as part of a value-maximizing exit strategy
Ownership Profile:
Business founders/owners, family offices, private equity
Target Outcomes:
For owners intent on growing and preparing their companies for eventual / optimal exit:
Finance-lead transformation to maximize long-term market value & competitiveness
Upgraded functions across organization
Enhanced strategic and tactical prowess
Target Geography:
Chicago and suburbs
MVP Expertise / Sample Contributions:
Deliver Fin. & Acct. execution horsepower
Instill analytical rigor and ROI discipline
Improve / automate systems & processes
Promote culture of commitment / equity
Guide shareholders / board along path to institutional ownership
Target Size Range:
Annual EBITDA: $2MM – $25MM
Employee Base: 100 – 1000
Target Industries:
Business Services, Industrial (e.g., recycling, water, energy, environmental) Services, Tech-enabled Services, Niche Manufacturing
Special Situations
Structure: MVP Partner as W-2 employee, independent consultant, or board director
Key Elements:
Leadership to power through economic downcycle: restructuring / monetizing net asset values of distressed operations
Ownership Profile:
Business founders/owners, family offices, private equity, banks/creditors
Target Outcomes:
For owners needing turnaround services:
Capital structure and production capacity adapted for survival and sustainability
Restoration of lender / other compliance
Return to successful fundamentals, and / or pivot to new investments for ‘new normal’
Target Geography:
Nationwide
MVP Expertise / Sample Contributions:
Direct a laser focus on cashflow stabilization
Re-tool / adjust balance sheet for Pandemic
Mitigate operational risks and resolve deal impediments with creativity and urgency
Quarterback due diligence prep / processes
Mission-driven turnaround consulting
Target Size Range:
Annual EBITDA: Negative – TBD
Employee Base: 50 – 1000
Target Industries:
Business Services, Industrial (e.g., recycling, water, energy, environmental) Services, Tech-enabled Services, Niche Manufacturing