Services

 

 Our Services

HRC provides comprehensive advisory services to growth companies seeking to pursue, and execute on, strategic transactions. We act as a member of the executive management team, working attentively with the owners, providing sophisticated guidance on M&A/financing options, expected valuations or pricing, structures, and most importantly the likelihood of a successful close. This includes proper financial and operational positioning, running thorough processes to qualified prospects, strong organization, and consistent expectation management throughout each step of the process.

Sell-Side M&A

HRC advises business owners on a variety of liquidity transactions including majority recapitilizations from private equity investors, or outright sales from strategic acquirers. This is accomplished by developing deep relationships with entrepreneurs well in advance of a contemplated transaction, sometimes for many years prior, providing insights on the market and key value drivers, such as financial performance, operational positioning, the growth story, margin profile, and where the company fits strategically within the target buyer universe. We run thorough, tactical, and organized processes, ensuring maximum exposure to the appropriate parties, while minimizing managers excessive involvement, keeping them engaged on organic growth opportunities. Our knowledge and focus on the target verticals provide a unique advantage of knowing how to best position companies for the most optimal valuation, as well as knowing which acquirers and investors are most active in the space, and properly capitalized.

BUY-SIDE ADVISORY

HRC provides buy-side advisory services to companies seeking support in identifying, evaluating and executing add-on acquisitions, which may be transformative from a growth and value creation perspective. This includes devising a strategy of what types of targets are most synergistic, and thoroughly canvasing the market for those who fit the criteria, are interested in being acquired, and are at the right valuation. We then provide vetted, teed up opportunities, with sufficient operational and financial background information. Further, HRC provides execution support around due diligence, building and maintaining complex financial merger model models used for capital raise purposes, and other tasks related to the deal process. Many company owners find significant value in working with HRC in this regard, as we can add significant horsepower and expertise to the company’s existing internal efforts.

Capital Raise Advisory

HRC advises entrepreneurs on securing outside capital, be it private equity, or non-traditional debt, ranging between $5-50 million. This includes guiding companies on the cost of capital (debt vs. equity), the foreseeable challenges, types of structures, and ultimately what is most advantageous to the company and its shareholders. Over the years HRC has amassed a deep Rolodex of debt and equity investors highly active in the technology verticals we target, many of whom have had successful past investment experiences, and are looking to redeploy capital in similar companies. Such savvy investors can provide true value-add to business owners in addition to capital, as well as often providing a more full valuation, due to their already understanding of the business models, growth potential, and exit values.

Consulting Services

HRC provides consulting services to companies seeking support in bolstering their accounting and finance capabilities, often utilized to prepare oneself for an M&A transaction, and or to enhance the quality and timeliness of the financial reports.

  • M&A Readiness

    HRC helps founders properly prepare for M&A transactions where they are seeking to maximize value from a business they have built over 5-10 years+. HRC stresses preparation well in advance of a transaction so when the right opportunity presents itself, which can occur very quickly, founders have their ducks in a row, in a polished, presentable fashion. The basis elements of such readiness includes proper storytelling of the business, operationally and financially, in its current and future state, along with supporting financial reports and models that substantiate the story. HRC has worked with founders in establishing such readiness 6-24 months in advance of a desired transaction.

  • Valuation Services

    HRC provides valuation services to Companies to facilitate partnership buyouts and M&A transactions. HRC will only provide such services to companies in its core vertical focus areas, including technology services, and software, leveraging 20 years of M&A and capital raise expertise. We provide a blend of technical valuation analysis coupled with comparable analysis, as well as detailing key value drivers which produce real-world enterprise and equity values specific to the private markets.

  • CFO Services

    It’s very common for sub-scale, high-growth businesses to be without a CFO until reaching $25-50mm in revenue. HRC supports such companies and their founders with CFO-level guidance and execution, to better understand their businesses, and make informed decisions. This includes defining and understanding key performance indicators, key growth and value metrics such as CAC, LTV, churn, net revenue retention, revenue/margin by type, as well as trend analysis.

  • Inbound M&A Interest Analysis

    Many of our clients and entrepreneur friends get inundated with acquisition interest, and do not have the time or attention to evaluate the quality of such potential investors or acquirers, yet are interested in establishing dialogues with qualified, strategic parties. In such cases, HRC can perform a formal analysis on the interested buyers that came inbound, to help assess the quality and the required prioritization of such parties.

  • Accounting Services

    HRC is partnered with an outsourced accounting firm that specializes in accounting “clean ups” that ensures a company’s financial reports are in GAAP accrual, which is critical prior to a company receiving an investment or exiting. These accounting services also properly code and categorize revenue and expenses to ensure proper future reporting on a go-forward basis. HRC strongly advises entrepreneurs to enhance their accounting capabilities at least one year in advance of a desired transaction.