Financial & Strategic Advisory

CHILDS partners with high-performing, differentiated businesses within our five sectors of focus in a consulting capacity. We provide financial and strategic advisory services, helping owners and leadership teams develop a plan to enhance shareholder value. From strategic exploration, to planning; from due diligence to a sale, CHILDS Advisory Partners is a business owner’s and leadership team’s most trusted advisor.

Our financial and strategic advisory services include the following:

• Value Creation Road Map™. CHILDS Value Creation Road Map process is designed to clarify a client’s desired objectives and his or her next course of action considering the current state of the business, benchmarking and desired end-state. Whether the process of developing the road map points to organic growth, add-on acquisitions or an outright sale, the end result is a powerful document that enables informed decision-making and guides the company in its quest for continued business and operational improvement.
• Strategic Consulting/Alternatives Assessment. For business owners needing to understand what alternatives they may have regarding a liquidity event, CHILDS offers a valuable strategic alternatives assessment. In addition to examining the typical financial characteristics of a business, we evaluate key operational items to understand a company’s value today and what options a client may have.
• ESOPs. Employee Stock Ownership Plans (ESOPs) are an excellent way to accomplish certain types of ownership changes such as partner buyouts, ownership transition to employees or inter-generational ownership transfer. CHILDS can configure ESOPs in a number of different tax advantageous structures and can provide sellers with capital gains shelters. We provide guidance on appropriate approach and structure to meet owners’ objectives.
• Fairness Opinions. CHILDS provides independent professional analysis regarding the fairness of a price offered in relation to a merger or acquisition. As an investment banker, we offer objective fairness opinions on the terms of a transaction to guide buyers and sellers and other parties in this important decision-making process.
• Restructurings. CHILDS has extensive experience facilitating partner buyouts and executing restructurings with lenders and equity investors. Our senior banker model is ideal for sensitive transactions that involve multiple constituents and complex negotiations. Restructurings involve both financial expertise and true business experience in dealing with banks, investors and owners.