About
Making & Meeting Goals
Helping entrepreneurs to increase the value of their mid market businesses and build strategies to monetize their hard earned investments
Typical Engagements
Exit and Succession Planning – Long Term Approach
Successful exit planning is a journey with many potential avenues and as such, requires proactive investments in advance of any strategic transactions.
Working closely with shareholders to first understand personal objectives, then create financial models to evaluate various options for both management and ownership succession.
Engagements are focused on value creation and maintaining multiple options available for potential exits. Following a systematic review of the overall business model, industry positioning, historical results and projections, a strategic roadmap is developed.
- Provide insight and direction to management and finance teams to develop and systematically drive KPI’s for value creation.
- Work with HR professionals and recruiters to support management transition needs.
- Build strong relationships with financial partners to support strategic objectives and react quickly to new opportunities.
- Lead search for acquisition targets or strategic / financial partners based on strategic objectives.
- Provide bench strength that enables management team to retain focus on driving the business throughout the process.
- Proactively working in collaboration with existing or new advisers to anticipate tax, legal and other pitfalls.
Project Support
- Business Planning
- Soliciting New Banking Relationships
- Acquisition Support : Targeting, Due Diligence and Integration
About Me
Jim Lancefield, Managing Director
Jim was the key adviser to the company founder of a dynamic contract manufacturing and advanced warehousing solutions provider with a NAFTA wide footprint. As CFO and Director, Corporate Development, he was instrumental in leading growth from $20 MM to $100 MM in revenue, foreign exchange hedging, structuring new business opportunities, exit of unattractive contracts and the turnaround of poor performing units. He developed a multi-year strategic plan, created a confidential information memorandum and drove the M&A process which successfully resulted in the sale of the business to a strategic buyer.
Following this acquisition, Jim remained with the global public company where he gained valuable insight into acquisition integration, internal controls, business intelligence systems, performance and change management.
Previously while at BDC, Jim gained over 7 years mezzanine lending experience focused on building relationships with mid market companies in a variety of industries and structuring financing for a range of scenarios.