ICON CAPITAL GROUP leverages years of experience in the Emerging Growth and Middle Market companies that will maximize the opportunity for a successful transaction. Our partners leverage years of experience in this marketplace in order to maximize your chances for a successful transaction. Because we specifically target this space we have the necessary experience to service all of your needs. We will provide you the comprehensive, personalized service you deserve.
ICON CAPITAL GROUP has a Local Firm feel with an International Firm presence. With regional offices in the United States, Europe and Latin America ensuring that all prospective clients receive personalized service throughout every phase of a transaction. The partners at our firm have been on both sides of the table in transactions and have experienced many “what if” scenarios in transactions.
The following are some of the more critical advisory roles that ICON Capital Group is mandated by our clients to provide. Please read the advisory services offered and speak with our President/CEO – Julian Frost for more informative details in how ICON Capital Group may assist you and your shareholders in a successful transaction. The advisory services are as follows:
A significant focus of ICON Capital Group advisory services is representing emerging growth and small to large middle market companies for sale through exclusive sale engagements. Our involvement begins in the early stages of strategic planning and ends with the successful closing of a transaction. When planning the sale of a company, we discuss the client’s goals and assist in establishing financial and non-financial objectives. Every transaction is different because of the unique emotional and financial issues faced by the business owner. However, one thing remains the same. We are always cognizant of these issues and the importance of the transaction.
Although there are many critical aspects to the sale process, we consider the written memorandum and/or transaction sale narrative describing the sale candidate a critical factor in the marketing process. The memorandum and/or narrative can have substantial, repeat impact value upon the reader. We know that performing a thorough analysis and preparing a carefully designed presentation at the outset is vital to attaining a premium price. Another advantage that we bring to the sale process is the ability to identify a broad range of qualified, prospective strategic and financial buyers. We access proprietary computer databases containing information regarding the acquisition interests of domestic and foreign buyers and acquisition financing sources.
Services offered in support of the seller of a business include creative assistance in:
ICON Capital Group’s unique process is designed to deliver the maximum price for private company owners and/or shareholders wishing to sell. Plus, by identifying the potential bumps ahead, our proactive troubleshooting will keep your deal on track—and ensure you’re justly rewarded for what you’ve built. Every sale engagement is unique and depends on the specific needs and objectives of the client's shareholders. The manner in which ICON Capital Group conducts a sale process will, by design, vary based on the client's preference with regard and not limited to the following:
While every sale engagement is conducted differently, ICON Capital Group recognizes that creating value for our clients also requires that we conduct all sale engagements with:
ICON Capital Group’s unique process is designed to deliver the maximum price for private company owners and/or shareholders wishing to sell. Plus, by identifying the potential bumps ahead, our proactive troubleshooting will keep your deal on track—and ensure you’re justly rewarded for what you’ve built.
ICON Capital Group understands the opportunities and challenges facing family-owned companies as they address the operating requirements of their business, the evolving and sometimes divergent interests of their family shareholders. We realize that human dimensions are often paramount in aligning family objectives with those of the business, whether the issue at hand is selecting a successor to manage the family business, or providing liquidity to a family member not directly involved in the business.
We recognize that family businesses have many constituencies. They include family members actively involved in managing the business, family members who rely on their ownership position in the business as a significant source of current income or personal wealth, non-family managers and employees, customers, suppliers and the local community where the business is located. Our goal is to help families achieve a collective consensus among all of these constituencies as they embark on strategic initiatives to grow, recapitalize or sell their business.
We address a number of critical questions in helping family businesses sort through important strategic and shareholder decisions, including:
We address these and other important questions facing family businesses with the goal of creating solutions that both capture wealth and preserve it for family members.
Looking to sell off a portfolio company or product line? ICON Capital Group can provide maximum shareholder value with total and absolute discretion. And ICON Capital Group can manage the entire process for you, from finding qualified buyers to negotiating final terms of the sale.
Given the complexities of corporate divestitures, finding the right buyer is the most challenging and critical aspect of these transactions. In some cases, a strategic buyer is required due to lack of management or shared operating assets that must be retained by the parent. In other cases, a financial buyer is preferred due to managements desire to participate in a transaction and concerns about sharing information with competitors. ICON Capital Group will work with the parent company and operating management to understand these issues and agree on the optimal buyer for each situation. Through our experience in divestitures of subsidiaries, operating divisions, product lines and manufacturing facilities for public and private companies, ICON Capital Group will establish a framework that preserves confidentiality while maximizing value and other transaction attributes that are important to the shareholders of the parent company.
Strategic business acquisitions are integral to a company’s growth strategy. They expand lines of business, create access to new markets, or accelerate the research and development process. A leveraged or management buyout transaction may be an attractive alternative for companies with consistent earnings performance and quality management, but neither may fit into the owner’s or parent’s long-term strategic plan. With the guidance of ICON Capital Group, our clients are better equipped to successfully pursue the most strategic acquisition.
Our professionals work closely with established companies, financial investment groups, and management in all aspects of an acquisition including:
• Acquisition strategy and criteria
• International search for acquisition candidates
• Business valuation analysis
• Arranging and evaluating financing alternatives
• Due diligence and contract review
• Negotiating, structuring, and closing the transaction with the seller and financing sources
• Post-transaction integration
ICON Capital Group helps companies access financing from a wide array of investors. We have developed confidential relationships with funding sources nationwide. Typically the financing alternatives include senior secured financing or asset based loans, mezzanine/subordinated debt, private equity financing, and real estate financing for the following types of situations:
• Acquisitions
• Corporate growth and general working capital
• Refinancing or consolidating debt
• Management or leveraged buyouts
• Recapitalizations
When engaged as an advisor for a financing, we will work with you to:
• Review strategic goals, financial goals, and capital needs
• Conduct due diligence and develop comprehensive offering memorandum
• Identify and contact financing sources
• Evaluate financing proposals
• Negotiate final terms and covenants and promptly close the financing
• Financial & strategic advisory services
Leaders of successful businesses understand that to excel in a rapidly changing marketplace, they must continually refresh their strategic plan. To do that, management requires creative and objective advice. Whether the company is large or small, public or private, healthy or struggling, we can help develop and adjust a comprehensive strategic plan supported by specific business plans. In addition, we partner with our clients to understand the resulting financial implications.
Our professionals work closely with clients to identify ways to measure and enhance shareholder value. They also analyze strategic and financial alternatives, conceptualize and analyze capital structures, and advise on the creation of an ownership succession plan.
We offer a broad range of financial and strategy advisory services including:
• Strategic planning
• Business plan development
• Preparing a business for sale
• Profitability analysis
• Industry analysis
• Cash flow management
• Financial projections and budgets
• Discounted cash flow analysis
• Capital budgeting
• Business valuations
• Operational reviews
• Capital structure analysis
• Review of strategic alternatives
• Joint ventures and strategic alliances
ICON Capital Group help companies at every stage of the process. From identifying broad market opportunities and funding sources to specific companies ripe for acquisition. ICON Capital Group also provides the in-depth analysis and valuation to help you price opportunities sensibly and structure transactions wisely.
By taking a comprehensive, long-term view of our clients' acquisition initiatives, ICON Capital Group focuses on generating the best return for the long term (which may include not doing a transaction). We believe this sets us apart from other advisors. Our senior professionals partner with clients to identify relevant acquisition criteria and establish a systematic process to identify, research, and prioritize potential targets to complement their organic growth plans. From initial contact, due diligence and valuation, to negotiation, and deal structuring, ICON Capital Group will be your partner every step of the way.
ICON Capital Group' strategic advisory services focus on identifying and implementing strategies to maximize shareholder value while addressing diverse shareholder objectives. We evaluate capitalization alternatives; analyze their ability to meet both the growth requirements of a client company and the liquidity needs of its shareholders. We examine a range of transaction strategies, including acquisitions, divestitures, recapitalizations and, potentially, the sale of the company. Measure how each strategy impacts shareholder objectives relative to risk, liquidity, asset diversification, succession issues, and estate planning and maximize shareholder value. Our analysis of shareholder value is based on solid analytical as well as first-hand experience and knowledge of the current M&A and financing environments.
ICON Capital Group is often called upon to help management groups leverage their experience and positions to gain majority control of their employer and/or the funds to accelerate growth, without incurring excessive debt burden. ICON Capital Group provide the balance sheet analysis, strategic guidance and connections with funding sources to provide a sound and solid platform for achieving business success moving forward under new ownership.
ICON Capital Group has extensive transaction experience, advising both management teams seeking to acquire an operating entity from its owners, and owners seeking to sell an operation to its managers. In addition to structuring and negotiating transactions that meets the objectives of both managers and owners, ICON Capital Group can assist management teams in securing the appropriate external financing to consummate a transaction. We also provide assistance with structuring ongoing equity positions, key terms of employment contracts, as well as valuation services that provide owners with the assurance that they are receiving a fair and competitive market value.
ICON Capital Group helps determine a client's optimal capital structure based on the company's objectives and identifies the most cost effective financial instruments available. Then, we help our clients obtain attractive capital quickly and efficiently.
Whether you’re looking to grow by capital investment or strategic acquisition, ICON Capital Group can help you obtain the capital you need. What’s more, ICON Capital Group will leverage our vast database of known funding sources, our expertise in market conditions and timing to secure that capital on the best possible terms.
Our financing services include structuring and placing both debt and equity in the private market**. Typical financings include growth capital, acquisition financing, recapitalizations and buyouts. We focus on specific terms and conditions to ensure that our clients have flexibility to execute an existing corporate strategy and pursue multiple growth scenarios.
We use our understanding of both the financial markets and our client's objectives to prepare an offering memorandum that best conveys the investment opportunity or proposed loan structure. The appropriate lenders and equity providers are identified and contacted. We evaluate multiple proposals and help select the best partners. ICON Capital Group’s senior professionals lead discussions at each step of the process and manage all negotiations to achieve advantageous pricing and terms for our clients.
**Private Placement Services, including structuring and placing both debt and equity securities in the private market, are offered through an affiliate of ICON Capital Partners, LLC. Products may not be available in all jurisdictions.
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