Strategic & Operational Finance
ShelbyMac provides highly specialized strategic and operationally oriented financial expertise across a range of business challenges.
EMBEDDED EXECUTIVE
Provide strategic and operational financial perspective and expertise to a broad spectrum of steady state and transitional issues and situations
OPERATIONAL & FINANCIAL MODELING
Create operational and financial forecasting model and dashboard.
COMPLEX DECISION MAKING
Scenario modeling to compare various potential outcomes, returns, and risk profiles
ENTERPRISE VALUE ANALYSIS
Identify specific drivers of enterprise value; make macro and micro recommendations to increase value
TRANSACTION PREPARATION
Assessment of 3rd party diligence readiness; make recommendations to correct deficiencies; research potential buyers/investors and identify major synergies
Transactional Services
Strategic transactions represent some of the most complex, risky, and diverse challenges a management team will face. ShelbyMac has proven experience helping management prepare for and manage all types of strategic transactions including acquisitions, divestures, joint ventures, direct investments and strategic partnerships
CORPORATE DEVELOPMENT
Source, track, quantify, prioritize, and develop relationships with acquisition & partnership targets based on client strategic rationale
MERGERS, ACQUISITIONS, JOINT VENTURES AND PARTNERSHIPS
Term sheet development; negotiations; due diligence; definitive agreements; closing activities
INTEGRATION PLANNING AND EXECUTION
Synergy theory development; cross functional execution planning; project management and monitoring
Exit Planning
Planning on exiting your business sometime in the next few years? According to the Exit Planning Institute, only 20% to 30% of businesses that go to market actually sell. An owner who is “ready” greatly increases the odds of a successful exit at a premium valuation. ShelbyMac works with the business owners to design and execute a custom, exit planning approach composed of some or all of the following components.
When it is time to take the next step, ShelbyMac specializes in leading the actual sales process from term sheet negotiations all the way through to the final closing of the transaction.
SETTING EXIT GOALS, OBJECTIVES, AND TIMING
Determine ownerships desired method of exit – i.e. sale to outsiders, sale to insiders, etc – and the desired timing of the event.
CURRENT SITUATION ASSESSMENT
Review available internal and external information to build a snapshot of the current situation, position in the market, transaction value drivers, and company valuation
STRATEGY DEVELOPMENT
Create list of strategic imperatives needed to best position current business for future exit within required timing
ACTION PLAN DEVELOPMENT
Build detailed step plans and success metrics needed to implement and measure strategic imperatives
ACTION PLAN MONITORING
Periodically compare projected plans and metrics against actual results in an easy to digest dashboard format; recommend plan adjustments as needed
BUYER OUTREACH
Create a prioritized list of potential buyers or other exit participants and identify key individuals at each. Develop and implement a communication and approach plan for each. Communication with perspective buyers could start months or even years before the desired exit date and can range from extremely direct to very subtle.
Other Complex Activities
ShelbyMac provides unique and highly specialized expertise in many complex areas and also maintains a close partner network of world class legal, tax, IT, privacy, HR, intellectual property, banking, and monetization experts when additional support is needed
- Business spin-offs
- Corporate restructuring
- Executive compensation
- Downsizing
- Other complicated business issues