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.
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:
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.
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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).