- MarketReady Assessment™
- Corporate Finance: Growth Financing/Capital Raising
- Corporate Development: Strategic Partnerships & Licensing
- Exit Advisory Services
Our corporate advisory services are designed to assist our clients with building and implementing the financial and operational strategies crucial for achieving growth and building value in their enterprises. We are positioned to provide this advice by coupling our understanding of all aspects of our clients' businesses with an in-depth knowledge of the private capital markets (and the resulting appetite for deals among the broader universe of investors and lenders). In doing so, our professionals are able to articulately and confidently recommend the most appropriate financial and operational strategies—and related investment banking engagements—and measure how each of them impacts shareholder objectives relative to risk, liquidity, asset diversification, succession issues, estate planning and value maximization.
Our firm believes that every client is unique and important; therefore, our philosophy is to provide each client with an integrated and customized solution tailored to meet their specific needs and objectives. For engagements involving our corporate advisory services, including buy-side, sell-side, corporate finance and corporate development services, Founders typically works with clients that meet the some or all of the following criteria:
We do make exceptions to these typical criteria on a case-by-case basis, and are especially focused on servicing smaller companies in our technology and healthcare practices. Specifically for these two industries, our typical criteria are extended to include companies that have:
Furthermore, Founders understands the opportunities and challenges facing family-owned companies as they address the operating requirements of their business and the evolving and sometimes divergent interests of their family shareholders. We realize that human dynamics are often paramount in aligning family objectives with those of the business, whether the issue at hand is selecting an internal or external successor to manage the family business or providing liquidity to a family member not directly involved in the business.
As such, we recognize that family businesses have many constituencies. They include family members actively involved in managing the business, family members who rely on their ownership position in the business as a significant source of current income or personal wealth, non-family managers and employees, customers, suppliers and the local community where the business is located. Our goal is to help families achieve unanimity among all of these constituencies as they embark on strategic initiatives to grow, recapitalize or sell their business.