OUR SERVICES
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Sapient Capital Partners has over 45 years of experience as principals and advisors.
We offer confidential advisory and execution services to our small- to mid-sized corporate and owner-operated clients in the following areas:
Mergers & Acquisitions
Sapient brings to the table its experience as business executives, financial advisors and principals when guiding its clients through the complexities of business mergers and acquisitions. Our services in this area include target search, target due diligence and financial modeling, transaction assessment and valuation, deal structuring and negotiation, legal, tax and accounting liaison, and raising capital if required.
We will manage the entire process, from introductions and preparatory analysis and information gathering right to closing--to minimize the demands on and disruptions to our client, who still have a business to run.
Divestitures
Sapient believes strongly in bringing a well-honed process and discipline to any divestiture situation in order to maximize the likelihood of a successful outcome. The partners at Sapient have extensive experience in managing divestitures from the concept point right through to successful completion. We will bring our experience to the transaction to help determine the right approach to marketing the business, whether it is through mass marketing of the business opportunity, a select invitation process, or something in between.
We have a particularly broad and deep level of experience in family-owned or operator-owned companies and can help with matters relating to succession and exit planning.
Management and Leveraged Buyouts
Our services in this area include; valuation, capital sourcing, negotiations, deal structuring and other critical elements to ensure a successful transaction is executed.
We have extensive experience advising and assembling buying groups as well as advising the selling shareholder or shareholders. We are uniquely qualified to help you through the careful balancing and complexity of what is often a multi-party transaction, with the buyer(s), the seller(s) and the third party capital provider(s)--we have been through the process as advisors, as financiers and as principals.
Raising Capital – Private Placements of Debt and Equity and/or Recapitalizations
Whether the funds are to fuel organic growth, assist with an acquisition of a business or additional equipment or for any other purpose, the partners at Sapient Capital have extensive experience in all facets of financings.
Our relationships with all types of senior and subordinated debt and equity providers allow us to secure the most appropriate form of capital for each situation at valuations and rates that meet the needs of the client and the requirements of the capital provider, thus forming a well-balanced, long-term relationship.
We actively maintain a proprietary database with over 1,400 venture capital funds, mid-market private equity funds, venture debt & mid-market mezzanine debt providers, and other specialty funds and providers focused on small- to medium-sized private companies and high-growth companies. Our database spans our target geographical markets in Canada and the U.S.
Valuations
We prepare business valuations for mergers; acquisitions; divestitures and reorganizations; management buy-outs and buy-ins; capital raising; and shareholder disputes.
Interim Management Services
Sapient's partners have a wealth of operational and management experience in everything from start-ups to high-growth companies. Where the situation warrants, we would be pleased to discuss how we may be able to fill out key areas of your team to achieve specific, tangible goals such as a turnaround, merger or a sale of the company, a financing or an IPO.
Strategic Advisory Services
We provide experience-based strategic advice to boards of directors, owners and CEOs and their teams on a wide range of matters including:
- Growing their businesses and managing the growth;
- Managing cash;
- Negotiating and structuring joint ventures and strategic partnerships;
- Obtaining or considering bringing on institutional investors or lenders;
- Considering an Initial Public Offering (IPO) versus staying private, and picking the right investment bank for your IPO should you choose to go public;
- General corporate strategy from a “practical” point of view;
- Writing business plans or financing memorandums, or honing the document you have already prepared--we carry out intensive "beat up" sessions to check your logic and reasoning, your analysis and your conclusions to give you the assurance that your plan will hold together upon the detailed scrutiny of an experienced institutional investor or bank, and be presented clearly and compellingly;
- Conducting due diligence for potential transactions, or supporting strategic corporate initiatives as your outsourced Business Development department;
- Provide pre-transaction coaching for business exits and succession planning; and
- “Look-see” reviews for underperforming or “stuck” companies.
We also provide on-going advice and support for companies. We sit on select Advisory Boards and provide Periodic Progress Reviews for Boards of Directors.
What if you are not sure what service, if any, you need?
We have the experience to help you determine what the best course of action is in any circumstance. We are not “product specialists”, so we do not have any bias or interest in selling you on any particular product or service--our interest is in giving you the best and most objective advice regarding your strategic direction.
Strategic Assessments: We can cost-effectively show you the effect of different strategies where it counts--the value of your company or investment. We can give you a tool to evaluate your options, assess the risks and determine realistic expectations.