We enable company owners and management teams to make informed, strategic decisions.
The capital markets and transaction landscape are complicated so it is critical for business owners to leverage objective data to make the most informed and strategic decisions. Harney Capital’s strategic assessment services are designed to empower middle-market businesses with the insights and tools needed to achieve their full potential. Our methodical approach enables us to deliver tailored, independent guidance. Whether as a standalone engagement or as part of a larger M&A or capital funding initiative, our strategic assessment services can pave the way for success. Assessments include:
Strategic Position and Options Analysis: We work closely with business owners to objectively assess their strategic position and explore potential options. These services include maximizing value through strategic planning, growth strategies, and gaining process efficiencies. Other services and presentations we can prepare for you include business valuation, capital structure analysis, debt and equity capital options, succession and exit planning, and optimal transaction timing. Our independence and conflict-free approach ensure that our advice is always in the best interests of the company’s shareholders.
Valuations and Fairness Opinions: Understanding enterprise value is at the core of our business. We provide standalone valuation services and fairness opinions for various corporate board needs, including acquisitions, sales, mergers, divestitures, spin-offs, and more. Our detailed analyses of the business and its components help assess current market value and offer recommendations to maximize value today and in the future.
Board and Special Committee Advisory: As an independent and trusted provider of middle-market investment banking services, we deliver objective, market-driven advice to Boards of Directors and Special Committees in a variety of special situations. Our expertise in complex financial scenarios ensures that Boards receive the insights needed to make well-informed decisions.
Capital Structure Optimization: The way a company arranges its financial foundation directly affects its market value. We help businesses find the optimal capital structure by analyzing the debt and equity financing mix that maximizes market value while minimizing financial risk. Our in-depth understanding of the sliding scale of debt and equity costs enables us to provide strategic recommendations that align with the company’s long-term goals.
Comprehensive Financial Analysis: We conduct detailed financial analyses to understand the current market conditions and strategic opportunities available to the business. These reports include assessing the business’s historical financial performance, cash flow projections, and critical asset value. Our sophisticated financial analysis supports the development of robust restructuring plans, strategic alternatives, and other high-impact financial strategies.
Tailored Strategic Reports: We prepares customized reports that outline various strategic options for business owners. These reports provide a clear framework for exploring financial alternatives, identifying value enhancement opportunities, and mapping appropriate timing for strategic actions. By leveraging our market knowledge and strategic insights, we confidently help businesses navigate complex financial landscapes.
Featured Transaction
Transaction:
Premium Hair and Skin Care Company
A minority-owned CPG business that provides premium hair and skin care products to the multi-cultural consumer was facing multiple challenges. Launched in the founders’ garage in 2014, the company grew net sales to $20 million in 2019. Unfavorable sole supplier pricing, unmanaged cash volatility regarding promotional spend, and increasing working capital needs led to borrowing base over-advances, reduced line availability, significant delinquent trade payables, and a large balance owing to its major distributor for past promotional activity.