Piechart Partners provides expert and practical advisory services to middle-market businesses owners and investors. We deliver our advisory services through:

• Sharing our extensive experience and keen insight. We focus on areas and disciplines where we have expertise. We will not accept an assignment outside our domain knowledge or where we believe you can be better served by other service providers.
• Focusing on client needs and presenting options. We are customer-service focused and we put your interests first. We present options and guidance in the context of the current market in an unbiased and astute manner. After collaborating on the best course of action, we stand ready to assist you with aggressively executing the preferred strategy. We want all of our advisory clients to be repeat and referenceable clients.
• Creating cost effective and efficient fee structures. Our fees are structured appropriately to the client, type of assignment, time commitment, and length of assignment. We believe in developing long-term relationships and will avoid creating fee structure conflicts of interest with our clients.
• Responding in a timely manner. We are readily accessible and aware of the time critical nature of evaluating and executing financial and strategic decisions. We develop a keen understanding of your business and situation and stand by you as long as it takes to reach the best outcome.
• Avoiding conflicts of interest. We will not invest our capital in transactions where a conflict of interest may arise between our advisory clients and us. We do not use our advisory services to gain investment opportunities and vice versa.

 

OUR ADVISORY SERVICES INCLUDE:

• Capital Formation – We assess capital formation options in the context of the situation, the availability and cost of capital, the potential capital partners, and the optimal capital structure. We offer guidance with positioning, timing, negotiation, and recommendation of capital sources. We also provide cost-effective consultation to aspiring management teams in locating and funding private equity investments or developing businesses.
• Sale Preparation and Monitoring – Deciding to pursue a liquidity event is not an easy decision and timing is important from a market, company, and personal perspective. We provide unbiased guidance on the decision to sell and when. We actively work with you in determining timing, approach, and preparation for the sale process. Often, we suggest waiting before pursuing the sale for improved market dynamics and to prepare the business. When the time is near to begin the sale process, we recommend qualified investment bankers or business brokers and manage the process for you to select an intermediary. We collaboratively work with the selected intermediary in devising the investment thesis and determining a marketing approach. Through the sale process, we monitor the progress of the intermediary, coordinate other service providers, act as your sounding board, and provide assistance with management, employee, and shareholder reactions.
• Portfolio Monitoring and Board Services – We serve as monitoring agent or board member/observer to business owners, private equity firms, and family offices with portfolio companies. We act as your eyes and ears so you have real time updates on investments, can focus on new investment pursuits, and have a team member suggesting value enhancing ideas.
• Operational and Financial Restructurings – Timely reaction to financial distress is critical to protect value and maintain constituent relationships. When financial challenges begin to mount, we encourage you to bring us in to assess the situation, determine cash needs and liquidity, develop reasonable operational and financial options, recommend specialized and knowledgeable service providers, and provide direct assistance in implementing the course of action.
• Valuation Assessments – We provide valuation perspective on various matters such as minority interests, buy-sell agreements, acquisitions, projects, and other general situations.
• Buy-side Advisory – We serve as key contact and coordinator of buy-side services for businesses implementing growth strategies through acquisition. Coordination includes contact with target(s), valuation assessment, negotiation and positioning, due diligence coordination, integration plan development, post-transaction integration implementation, and general “gut” check on the pros and cons of acquisition pursuits.
• Negotiations – We are aggressive advocates in business negotiation situations with lenders, capital providers, joint venture candidates, business arrangements, and acquisition candidates.
• Project Management – We evaluate operational, financial, and growth projects; delineating success factors and concern items while devising a realistic timeline and return analysis and recommending third-party providers to assist with execution.

 

The above is a sample of the advisory services we offer. We encourage you to contact us on any developing situation requiring perspective.