Many business owners think of only two options as it relates to their involvement with their company: they can run it or they can sell it. In reality, there is a middle ground – one that allows them to retain significant ownership in their business and continue setting its direction, all while diversifying their assets to provide greater financial security for their family. It is called a recapitalization transaction and, once educated on its benefits, many owners see it as a pathway for growing their business, preparing for their retirement, and reducing their risk along the way.
In this webinar, you’ll learn how private equity firms partner with owners to achieve their ultimate exit strategy through a recapitalization transaction. We’ll use a case study to identify the types of situations where a recapitalization would be applicable and the benefits of this exit strategy.
- Understand private equity and how private equity groups work with companies
- Learn the basic mechanics of a recapitalization
- Identify when an owner/company is a candidate for a recapitalization
- Understand when and how to introduce the concept to an owner
Exits fail when advisors think from a siloed perspective. No individual advisor can be a specialist in every component that goes into creating rapid value growth and effective exit strategy. But to become a generalist in all things exit planning so you can look at things from all angles and “do it all yourself” is as faulty as thinking from one lens. Jack of all trades, master of none, right? Instead, subscribe to the 2018 Exit Solutions Alliance Webinar Series to learn the interworkings, techniques, and strategies from across the exit planning ecosystem. This year, the Exit Solutions series will feature Private Equity Growth Expert, Kyle Madden of KLH Capital, sought-after M&A Marketing Strategist, Christine Hollinden of Hollinden Marketers & Strategists, and Serial Entrepreneur & Award-Winning Author, John Warrillow of Value Builder System. Don’t miss your chance to pick the brain of the experts every month (typically hosted on the second Wednesday of the month). Register now.
Kyle Madden, Partner at KLH Capital
Kyle is a partner with KLH Capital and is primarily responsible for identifying, structuring and executing transactions, due diligence, and portfolio management. He serves on the board of directors for BMI Merchandise, Mid-State Machine and Fabricating, and Data Display Systems. Prior to joining the private equity group in 2009 as an Associate, he was involved in a variety of brokerage-related capacities within the insurance industry. An active member of the industry, he serves on the board of directors of the M&A Source and was the 2013 chairman of the Alliance of Merger & Acquisition Advisors (AM&AA). Kyle is a native of Amherst, New Hampshire. He graduated from the University of Tampa’s John H. Sykes College of Business with a Bachelor of Science degree in Finance. He enjoys fishing, boating, snow skiing, and spending time with his wife, Christine
Thank you to the experts at KLH Capital for sharing their knowledge and insights with the exit planning community.
KLH Capital exists as a platform to help companies and entrepreneurs reach higher levels of success and prosperity. We do this by making an equity investment in your business and partnering with you to strengthen the company’s market position and grow its value. In every partnership, management has control of day-to-day operations, meaningful equity in the business and unfettered access to us and our vast network of expert relationships accrued over our more than 30 years in business. With KLH as your partner, you also have access to the broader capital markets without personal guarantees or risk to personal assets.