Successful completion of a transaction requires a well considered plan that combines strategy and tactics delivered by an experienced and proven execution team.
Ocean Partners' senior advisory team has advised many family business owners on a variety of important areas including:
Business Transactions
Developing transaction strategies to originate and execute value working with business owners and their management to develop transaction strategies to originate and execute value adding mergers, acquisitions or divestments;
Succession Planning
Planning for family business succession, balancing the need for the owners to unlock capital from the business while also addressing objectives around family investment diversification, desire to plan intergenerational transfer of the family business ownership and managing the founders desire for business ownership continuity.
Capital Structure
Optimising debt and equity structures for business's to ensure that they have access to adequate capital to to meet growth objectives, while ensuring that their capital mix reflects the relative costs of equity and debt.
Thorough challenging of business decision making processes will help business owners and senior management teams to ensure actionable financing and strategic decisions will become value enhancing decisions.
Selecting an advisor with the relevant experience is imperative and we consider that you will find an early discussion with Ocean Partners beneficial.