ROMAN CONSULTING GROUP
PRIORITIES
Shareholders and management teams typically pursue a transaction for one or more of the following reasons:
Wealth Diversification
Diversify wealth, reduce risk exposure, and enhance financial security. Focus vision on building future value rather than preserving existing value.
Personal Goals & Estate Planning
Provide financial security and time to pursue other areas of personal interest.
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Growth Capital
Gain resources for strategic initiatives such as corporate acquisitions, product or service line expansions, new facilities and equipment, and-or R&D.
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Succession
Provide management with equity and plan for succession. Address how and when a company will be sold prior to a leadership void and challenging estate dynamics.
OBJECTIVES
​In our nearly eight decades of experience, we have observed that shareholders and management teams of family and founder owned companies have four primary objectives when evaluating a transaction:
Maximize Shareholder Value
STRONG CULTURAL FIT
MINIMAL BUSINESS DISRUPTION
MAINTAIN CONFIDENTIALITY
Our solution addresses these priorities by introducing companies to prequalified and motivated buyers or investors in a confidential manner where they can get to know the potential partner over time.
This process allows a company to spend significant time with prospective partners to make sure there is alignment on values and objectives. Building this relationship in advance promotes a successful long-term partnership.
We have long standing relationships with senior decision makers at hundreds of active buyers and investors. We continually screen these groups in advance to understand their specific interests where they will propose the most attractive offers.
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​Focusing on a smaller number of select buyers or investors allows companies to maintain confidentiality among employees, customers, competitors, and suppliers. This also lets companies maintain their normal operations with minimal or no business disruption.
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ROMAN CONSULTING GROUP
611 Wilshire Blvd.
Los Angeles, CA 90017
(323) 935-3500
