In addition to our core advisory services in mergers and acquisitions and capital raising, Marriott & Co. offers a wide array of strategic advisory services to family-owned and founder-owned companies. These services are fully customizable to suit any situation – including succession planning, generational transitions and ownership changes – and we’re able to meet stringent timing deadlines to achieve our clients’ objectives. Like all assignments we undertake, clients who engage us for strategic advisory services receive senior-level attention and “high-touch” client service as we work to exceed expectations at every turn.
Strategic alternatives analysis
Our experience across a wide range of mergers, acquisitions and capital raising transactions for middle market companies gives us a unique perspective in assessing a company’s strategic alternatives. For family business owners, this often means weighing a sale against a succession plan that keeps the company in the family, or considering a partial recapitalization that provides liquidity while preserving a path for the next generation. Leveraging our market knowledge, we conduct a thorough, objective examination of every alternative based on the company’s financial profile, operations, industry dynamics, growth prospects and the owner’s personal objectives. Upon completion, we deliver a complete menu of alternatives, including how to best position the company for success under each path forward. This value-added perspective is especially useful for family and founder-owned business owners who are considering a transition in the future and want a clear understanding of their options before engaging an advisor to run a process.
Valuations and fairness opinions
Marriott & Co. professionals have deep experience in independently valuing closely-held private companies in a wide variety of industries, and we frequently perform such valuations in a variety of situations, including shareholder buyouts, stock option grants or for general shareholder informational purposes. Our team also has experience in delivering fairness opinions in conjunction with M&A or other private capital transactions. Every valuation assignment that we undertake leverages our market knowledge and expertise in the private capital markets and is based on a range of widely accepted valuation methodologies.
Financial restructuring services
For companies experiencing financial distress, Marriott & Co. provides a number of customized restructuring advisory services. Our team brings many years of experience in advising companies as they navigate through distressed situations, including recapitalizations, stakeholder negotiations and reorganizations. Our clients benefit from having independent, objective advice from experienced senior professionals, and we are skilled at developing creative solutions for the most complex restructuring situations. Our services often entail procuring alternative financing, as well as negotiating with existing financing sources in these situations to ensure that our client’s goals are completely met.
It was a pleasure working with the Marriott & Co. team. They were responsive and performed a very thorough analysis in a relatively tight timeline. I look forward to the continued success of NDSE and potential opportunities to work together with Marriott & Co. in the future.
Frank Ernesto IV, Founder and CEO of Network Data Security Experts, Inc.