Strategic Recapitalization May Serve as a Viable Alternative to Selling a Business

A well-structured and properly executed Strategic Recapitalization can align a private company's capital structure with the long-term business strategy, such as acquisitions and expansion, and owner priorities, including:

  • Liquidity for owners to diversify wealth
  • Reduce risks for shareholders
  • Tax and estate planning
  • Asset protection
  • Generational and succession transfer

Most suitable businesses:

  • EBITDA of $2 million or more
  • Relatively stable revenues within relatively stable industries like business services, industrials, IT & software, healthcare, manufacturing, transportation, logistics, distribution, consumer products, and communications.

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Paul Valencia

ASSOCIATE PARTNER

(714) 234-4284

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Alexander Grigorian

ANALYST

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Virtual fireside chat Strategic Recapitalization as a Viable Alternative to Selling a Business

IMPORTANT NOTICE ON THE ABOVE ANNOUNCEMENTS: Announcements herein: 1) Are for information purposes only: 2) Shall not serve as an endorsement of any entities or companies; 3) Do not constitute investment advice; 4) Do not recommend investing in any of the companies; 5) Do not recommend or solicit investing with us; 6) Do not recommend or solicit investing with any of the entities; 7) Are to be viewed with a knowledge that private equity is a high-risk investment asset class; 8) Imply that we are a "qualified" and "accredited" investor, able to understand and manage risks related to these type of investments