You have invested your blood, sweat and tears into imagining, implementing, nurturing and growing your business.
Whether your business is the culmination of a life passion and your special skills, or it is a beloved way to carry on a rich family tradition, your business is likely the single most significant asset that your family owns. It is your family’s lifeblood financially – and often emotionally, too.
What are your next steps?
What strategic alternatives should you consider to optimize this opportunity and move towards ensuring financial security for you and your family? Perhaps a liquidity event? A transfer to the next generation? Growth capital for business expansion?
We have created The Hightower Strategic Advisory Network as a critical resource to start the process.
The Hightower Strategic Advisory Network is a selective consortium of investment banks which in the aggregate offer a broad spectrum of investment banking capabilities. Areas of expertise include Mergers & Acquisitions, Corporate Finance, Financial Restructuring and Valuations. Created to work with entrepreneurs and owners of privately held businesses, these banks offer seasoned experience and broad coverage in geography, deal size and sector knowledge.
Timing and the Market
The time is now.
Timing is a critical element in any successful transaction – and the deal environment is one of the best in recent memory. Valuations and multiples are strong and lenders are abundant, with much interest from private equity and strategic buyers. Whether you expect to close a transaction within the next two to three years, or even sooner, it’s time to educate yourself about all the alternatives.
“The majority of Boomer wealth in the United States today is held in 12 million privately-owned businesses, of which 70 percent are expected to change hands in the next 10-15 years… representing almost $5 trillion in value.”
- Robert Avery, Cornell University
In many cases, market dynamics have created opportunities for business owners to achieve liquidity through minority sales or leveraged recaps, allowing them to maintain control and continue running the business.
Accessing these banks through Hightower will put you in position to make a well-informed decision.
Benefits and Experience
Hightower’s Strategic Advisory Network has a broad range of capabilities and strengths, including:
Mergers & Acquisitions — private company sales, management buyouts, targeted buy-side advisory
Capital Raises — debt issuance, private placements, ESOPs, minority recaps
Valuations — fairness opinions, financial forecasting
Debt Restructuring — reorganization planning, dispute resolution
Our investment banking partners include:
Woodbridge International | Duff & Phelps | Shields & Company Investment Bankers | Matrix Capital Markets Group | Idea Tree Advisory | Houlihan Lokey | Capstone Partners | Piper Sandler | Paramax Corporation
You will benefit from our deep relationships, and have access to the senior partners at each firm.
We create a competitive environment which leads to the most competitive terms, deal structure and pricing.
Education and Consultation
Your first conversation is with your Hightower financial advisor and one of our Investment Banking partners to better understand both your business and personal objectives.
As long as both sides are interested in proceeding, the initial conversation will lead to a meeting and the sharing of confidential financial information. After a collaborative process that usually takes a couple of weeks, the investment bank will come back with an in-depth analysis looking at the industry, valuations, strategic alternatives and the process for implementing a given strategy. Our team will then work with you to effectively communicate your story and at the transaction plays out.
This is a thought-provoking process which will help you work through questions like:
What is your vision for the company over the next 3-5 years?
What is your exit strategy?
Do you have an idea of what your company is worth? Have you ever had that validated by a 3rd party?
How much do you think you would need to take out of the business to ensure a comfortable retirement for you and your family?
Are there unique estate and tax planning opportunities for you to take advantage of prior to an event?
Our consortium of investment banks
Works collaboratively with your existing advisors to produce a holistic strategy taking into account tax implications, future liquidity, and your financial goals.
8308 Eager Rd
St Louis, MO 63144
Office: (314) 598-4060
Fax: (314) 754-9132
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