WestCape clients seeking some form of liquidity, whether as a partial cash-out or outright sale, typically share several common attributes: their operators are often the original founders; they are profitable companies with a unique value proposition and dominant position in their market niche; and their owners have a significant portion of their net worth embedded in their business. They recognize that the time has come to do something – diversify their wealth concentration, retire, buy out a partner, or respond to an inbound acquisition inquiry – and need assistance in assessing their options and executing a plan that achieves their vision.
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WESTCAPE TAKES A HOLISTIC APPROACH TO VALUE MAXIMIZATION AND WEALTH PRESERVATION THROUGH EFFICIENT PLANNING AND EFFECTIVE EXECUTION |
WestCape designs ownership transitions with optimal shareholder impact. We assist our clients in devising advantageous exit strategies, identifying and conducting due diligence on prospective buyers, structuring transactions that maximize value and preserve legacy wealth, and in some instances helping industry suitors identified by our clients in securing needed capital to close the transaction. Regardless of the situation, we have the capability to ensure a successful liquidity event and have successfully guided clients in transactions ranging from minority recapitalizations (partial sale of stock but continued ownership and operating control) to complete sales, where the owner-operated is fully divested and returned shortly after the transaction.
Our clients seeking liquidity will typically generate more than $10 million of annual revenues and $1 million of annual EBITDA.
Our clients seeking liquidity will typically generate more than $10 million of annual revenues and $1 million of annual EBITDA.