Representative Companies

Helping you create the growth trajectory necessary to attract institutional capital

Wireless Analytics

Provider of wireless mobile data services

“Rory knew what strategic buyers wanted. He improved our profitability and managed the sales process to perfection. I was so glad to have him by my side!”

Erik Eames, CEO

Situation:

Strong business model but needed outside investor to raise profitability

Actions:

Brought on financial staff

Improved reporting metrics

Clarified strategy

Increased profits 7x in 5 years

Outcome:

Sold to large strategic buyer for 10x return

Situation:

Owner/operator selling and retiring

Actions:

Owner retained equity in the business

Hired new senior management team

Raised pricing after conducting a market study

Opened manufacturing facility in China

Made strategic acquisitions

Increased profitability by 2x

Outcome:

Sold to large private equity firm for 4x return

IPS

Manufacturer of plumbing products

“Rory was a trusted buyer and friend to our family during the whole transition process. He improved the business in ways that we could not have imagined, and we benefited financially from our continued ownership in the business.”

Jane & Wat Tyler, Owners of IPS Corporation

custom media

Provider of resident newsletters for multi-family apartment operators

“Rory guided us on how to move from an entrepreneurial family operation to a professionally organized business worthy of a strategic buyer. Most importantly, he let us do it our way.”

Todd Taylor, CEO

Situation:

Two founder brothers looking for liquidity/capital to grow

Actions:

Brothers retained 40% equity position in the business

Created structure for board meetings/strategic direction

Invested in sales personnel

Professionalized financial and operational reporting

Outcome:

Sold to large strategic buyer for 3.5x return

Situation:

Merged company with largest competitor

Revenue shortfall after economic contraction led to problems with $150 million bank loan syndicate

Actions:

Worked with lenders to develop recovery plan

Rationalized 100 offices and 3,000 employee base

Returned business to strong profitability

Refinanced loan/paid off all lenders in 18 months

Outcome:

Sold to large strategic buyer for 2x return

MACTEC

Engineering and environmental consulting services

“We co-invested in MACTEC. Rory led us through a difficult financial period and helped management restore the business to profitability, eventually leading to a successful sale and a good return on our investment.”

Watts Hamrick, Partner at Pamlico Capital