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Strategic Counsel

Often a client’s interests are best served by repositioning and rationalizing the company prior to raising capital or embarking on an M & A process.

Services

Advisory & Consulting Services

In such circumstances, Westbury provides retained or project-based financial advisory and business consulting services to both public and privately-held middle market companies, and portfolio companies sponsored by private equity funds. Drawing upon the team’s broad experience, Westbury provides a range of consulting and advisory services similar to those typically given by private equity firms to their portfolio companies.

Advisory & Consulting Services

Strategic Counsel

Westbury works with clients to develop sophisticated business, strategic and financial plans based on extensive examination of and collaboration with management.

Westbury often provides these services to companies preparing themselves for raising additional growth capital or for a potential change of control transaction.

Our work in this regard includes one of more of the following projects:

  • Strategic planning, business development, and facilitating joint ventures, alliances and partnerships
  • Operations, profit improvement consulting
  • Project management (including outsourcing strategies)
  • Sales, marketing and brand development
  • Competitive intelligence research
  • Working capital and cash management optimization
  • Analysis of business metrics, financial performance, and capital structure
  • Review of financial budgeting and reporting processes, policies, and systems
  • Risk assessment and management

We specialize in developing creative solutions to challenging financing problems. Contact us and let us help you bring your company successfully through its next transition.

We specialize in developing creative solutions to challenging financing problems. Contact us and let us help you bring your company successfully through its next transition.

Strategic Counsel & Advisory Services

Advisory & Consulting Services

Often a client’s interests are best served by repositioning and rationalizing the company prior to raising capital or embarking on an M&A process. In such circumstances, Westbury provides retained or project-based financial advisory and business consulting services to both public and privately-held middle market companies, and portfolio companies sponsored by private equity funds. Drawing upon the team’s broad experience, Westbury provides a range of consulting and advisory services similar to those typically given by private equity firms to their portfolio companies.

Westbury works with clients to develop sophisticated business, strategic and financial plans based on extensive examination of and collaboration with management.

Westbury often provides these services to companies preparing themselves for raising additional growth capital or for a potential change of control transaction.

Services may include: 

Strategic Management Consulting (preparing for a transaction)

Westbury often works with companies to help them prepare for raising additional growth capital or for a potential change of control transaction, helping develop business, strategic and financial plans based on extensive examination of and collaboration with management. Drawing upon the team’s broad experience, Westbury provides a consulting and advisory services similar to those typically given by private equity firms to their portfolio companies. Westbury’s emphasis is not only on identifying key actions to take to increase a company’s valuation and attractiveness, but also on implementing those actions.

Equity Capital Markets Advisory Services

Westbury delivers comprehensive Equity Capital Markets advisory services which prepare company managements for accessing equity capital, typically for initial public offerings and follow-on equity financings. We prepare prior to, during and after a transaction by advising regarding capital structure, valuation, corporate governance, preliminary documentation, syndicate structure, fees, marketing message, order tracking, allocations to investors, pricing and aftermarket trading. All of these disciplines empower management to optimize value on behalf of shareholders.

Fairness Opinions

Westbury Group specializes in delivering comprehensive fairness opinions tailored to meet our clients’ fiduciary responsibilities to assure that business decisions are made on a good faith, honest basis in the best interests of the company and its stakeholders. 

Backed by extensive business expertise and meticulous analysis, we provide independent, impartial, defensible assessments that are in line with regulatory standards and best practices.

TRANSACTIONS WHERE A FAIRNESS OPINION MAY BE NEEDED

  • Selling to an unsolicited bidder without going through a formal investment banking sale process
  • Deals with multiple bids involving varying forms of purchase price consideration
  • Significant divestitures or recapitalizations
  • Deals where there are different classes of stakeholder interests
  • Deals where stakeholders’ and directors’ interests are not aligned
  • Transactions involving related parties
  • Selling company with an ESOP
  • Going private transactions

Valuations

Westbury’s valuation professionals apply decades of business knowledge and expertise with the application of accepted valuation methodologies to provide independent business and asset valuations. Our valuation analyses support strategic decision-making for mergers & acquisitions, recapitalizations, and other strategic planning purposes.

Raising Capital

Fairness Opinions

Westbury Group specializes in delivering comprehensive fairness opinions tailored to meet our clients’ fiduciary responsibilities to assure that business decisions are made on a good faith, honest basis in the best interests of the company and its stakeholders.

Backed by extensive business expertise and meticulous analysis, we provide independent, impartial, defensible assessments that are in line with regulatory standards and best practices.

TRANSACTIONS WHERE A FAIRNESS OPINION MAY BE NEEDED

  • Selling to an unsolicited bidder without going through a formal investment banking sale process
  • Deals with multiple bids involving varying forms of purchase price consideration
  • Significant divestitures or recapitalizations
  • Deals where there are different classes of stakeholder interests
  • Deals where stakeholders’ and directors’ interests are not aligned
  • Transactions involving related parties
  • Selling company with an ESOP
  • Going private transactions
Raising Capital

Valuations

Westbury’s valuation professionals apply decades of business knowledge and expertise with the application of accepted valuation methodologies to provide independent business and asset valuations. Our valuation analyses support strategic decision-making for mergers & acquisitions, recapitalizations, and other strategic planning purposes.

Interested in Selling Your Company?
Get In Touch With Us Today

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Here For You

Why Us

These are key factors that help drive Westbury’s success.

Proven Track Record

We have a proven track record of meeting clients’ goals and objectives, and closing deals expeditiously.

Focused and Dedicated Senior Resources

You will receive committed attention from senior professionals throughout the transaction process. Westbury offers large firm sophistication coupled with boutique firm attentiveness.

Broad Access to Investors and Strategic Buyers

Westbury possesses an expansive network and deep relationships with leading institutional investors and strategic buyers. We access the “right” parties for our clients.

Middle Market Focus

We pride ourselves on our deep understanding of the unique needs and objectives of middle market companies.

Financial Advisory Experience

Our professionals have extensive experience in, and knowledge of, the critical aspects of private capital markets and mergers & acquisitions.

Our bankers have:

• Expertise in both strategic and financial transactions.
• Understanding of the priorities, concerns and tactics of potential partners.
• Creative vision to build consensus between clients and investors.

Client Dedication

Westbury is dedicated to helping its clients meet their corporate finance and strategic objectives. We only accept a limited number of client engagements to ensure high quality service and satisfied clients.

Hands-On and Knowledge-Driven Execution

Westbury takes a hands-on, analytically-driven approach to leverage our clients’ management time and to improve the certainty and timing of closing. Our firm offers a highly collaborative process to address the unique aspects of clients’ industries and businesses and to develop financial, M&A and growth strategies based on rigorous quantitative analysis and modeling.

Creative and Customized Solutions

We tailor each engagement to meet the specific personal and business goals of our clients; our primary goal is to execute the best transaction possible for our client.

Focus on Maximizing Shareholder Value

We focus on identifying strategic value, assessing market opportunities, and positioning our clients with prospective buyers or investors to realize the highest possible value.

Registered FINRA Broker-Dealer

Westbury Group is a licensed broker-dealer with the Financial Industry Regulatory Authority (FINRA).