Services

Overview:

pH Partners takes a personalized approach to capital formation. We seek out capital and strategic partners to help grow your business. Our capital provider universe includes the following:

• Traditional growth equity / venture capital
• Strategic syndicates of equity
• Hybrid and vertically-focused funds
• Highly patient, family office capital

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The pH Partners Process

• Develop a thorough understanding of near and long-term shareholder objectives and develop a recommendation for an ideal capital structure
• Craft an investment thesis designed to differentiate and highlight the opportunity for prospective partners/investors
• Create marketing materials, including a financial model and detailed management presentation that articulate the growth story fueled by a new capital infusion
• Evaluate each potential partner’s ability to provide value-added benefits that enhance growth initiatives
• Negotiate and structure a financing solution customized to meet our client’s stated objectives

Overview:

We recognize the years of work that our clients have dedicated to growing their businesses. If the path to maximizing value includes selling a business, we commit to running a customized process focused on realizing value for shareholders, management, and company employees.

• Sell-Side Advisory
• Buy-Side Advisory
• Minority / Majority Recapitalizations
• Fairness Opinions

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The pH Partners Process

• Create marketing materials, including a detailed financial model and management presentation carefully designed to highlight the most value-creating growth opportunities
• Utilize our broad network of sector relationships to develop the pool of potential buyers
• Coordinate a creative approach to managing buyer contact, whether it be an exclusive process or broad auction
• Interact closely with management, board of directors and share holders regarding timing, structure and negotiation of the transaction
• Navigate unique family situations and dynamics
• Identify and consider tax strategies and estate planning issues

Overview:

pH Partners is a private investment vehicle offering creative capital solutions across the capital structure. We offer an alternative to traditional private equity and venture capital –our funds are comprised of industry-leading family offices, private investors, and thought leaders across a variety of industries.

Whether we’re financing an acquisition, infusing growth capital, or providing liquidity to founders, we are partners in fueling your company’s growth.

• Sell-Side Advisory
• Buy-Side Advisory
• Minority / Majority Recapitalizations
• Fairness Opinions

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Target Investment Attributes:

• Established cash-flow businesses with a reference-able operating history
• Strong brand in niche segments
• Undergoing strategic change via acquisition or founder transition
• Superior management teams

Deal Types:

We are open to a variety of equity and debt structures, as well as partnering with other strategic or financial capital providers