Representative Companies
Helping you create the growth trajectory necessary to attract institutional capital
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
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
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
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