Focus Strategies Investment Partners
  • Merger & Acquisition Advisory Services

    Merger & Acquisition Advisory Services

Corporate Advisory & Consulting Services

Focus Strategies provides advisory services for established founder-owned and closely-held companies who are looking for professional guidance for future merger and acquisition transactions, recapitalizations, capital raising, and strategic planning. Since 1999, Focus Strategies and our clients have experienced all facets of the economic cycle, and our team has developed extensive experience, perspective and insight across a range of industries. Our mission is to put our clients in the best position to accomplish their objectives and goals, regardless of current and projected economic conditions.

Advisory services are often an initial step in working with our clients, when we are engaged to use a broad brush for comprehensive strategic planning, valuation and/or consulting. Whereas our investment banking services typically include “success fee” compensation payable at closing of a transaction, advisory services are performed on an hourly fee or monthly retainer basis. By providing these services, we help our clients:

  • Identify value creation opportunities utilizing a fresh perspective
  • Analyze and maintain detailed financial proformas
  • Develop and implement strategic growth plans
  • Establish baseline and ongoing valuations for a company
  • Create competitive benchmarking and compare to the company’s financial performance
  • Evaluate a company’s capacity to finance growth via operations or via additional debt or equity capital
  • Identify and evaluate material investment opportunities

Corporate Finance

Financial Modeling and Scenario Planning

Board Governance and Strategic Advisory

Quarterly Financial Reviews

Capital Budgeting and Forecasting

Industry Benchmarks and Market Multiples

Succession and Transaction Planning

Strategy, Target Evaluation

Executive Advisory Services

Valuations

Fairness Opinions

Shareholder Transactions

Business Valuations

Financial, Valuation and Credit Advisory

Litigation Support

Gift & Estate Tax Valuation


Related Transactions

Click on logo to see transaction overview.


Client: Advanced Containment Systems Inc.
Service: Merger & Acquisition Advisory
Industry: Industrials, Manufacturing and Distribution


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Client: Broaddus Construction
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials


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Client: Compliance Training Online
Service: Merger & Acquisition Advisory
Industry: Business & Professional Services


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Client: Elizabeth Christian Public Relations
Service: Merger & Acquisition Advisory
Industry: Business & Professional Services


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Client: Mueller Foundation
Service: Merger & Acquisition Advisory
Industry: Business & Professional Services


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Client: American Bank, N.A.
Service: Merger & Acquisition Advisory
Industry: Financial Services


Acquired ACG Equipment Finance

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Client: R Bank
Service: Merger & Acquisition Advisory
Industry: Financial Services


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Client: First Reserve
Service: Merger & Acquisition Advisory
Industry: Energy


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Client: CS Stars
Service: Merger & Acquisition Advisory
Industry: Information Technology and Telecom


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Client: Wenzel Associates Inc
Service: Merger & Acquisition Advisory
Industry: Information Technology and Telecom


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Client: Triseum
Service: Merger & Acquisition Advisory
Industry: Information Technology and Telecom


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Client: Capital Appraisal Group
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services


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Client: Clear Result Consulting
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services


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Client: Hillco
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services


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Client: Intermodel Tank Transport
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services


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Client: Kaemark Salon Furnishings
Service: Merger & Acquisition Advisory
Industry: Consumer and Retail


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Client: Kendra Scott Design
Service: Merger & Acquisition Advisory
Industry: Consumer and Retail


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Client: Kerby Lane
Service: Merger & Acquisition Advisory
Industry: Consumer and Retail


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Client: Republic Tequila
Service: Merger & Acquisition Advisory
Industry: Consumer and Retail


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Client: Stubbs
Service: Merger & Acquisition Advisory
Industry: Consumer and Retail


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Client: Waterloo Ice House
Service: Merger & Acquisition Advisory
Industry: Consumer and Retail


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Client: Smith Energy Services, Inc.
Service: Merger & Acquisition Advisory
Industry: Energy


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Client: Stuart Petroleum Testers
Service: Merger & Acquisition Advisory
Industry: Energy


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Client: Sharp Community Energy
Service: Merger & Acquisition Advisory
Industry: Energy


Sold certain assets to a private investment group

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Client: Cen-Tex Plaster
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials


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Client: RGM INTERA Incorporated
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials


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Client: JKB Construction
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials


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Client: Joe Bland Construction
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials


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Client: Magnum Tunneling
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials


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Client: Mechanical Reps Inc.
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials


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Client: RGM Construction
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials


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Client: 21st Century Financial Services
Service: Merger & Acquisition Advisory
Industry: Financial Services


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Client: First Bank Southwest
Service: Merger & Acquisition Advisory
Industry: Financial Services


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Client: Paramount Specialty Finance
Service: Merger & Acquisition Advisory
Industry: Financial Services


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Client: R Bank Texas
Service: Merger & Acquisition Advisory
Industry: Financial Services


Acquired Schwerter State Bank

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Client: San Luis Spirits, Inc.
Service: Merger & Acquisition Advisory
Industry: Consumer and Retail


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Client: Texas Capital Bank
Service: Merger & Acquisition Advisory
Industry: Financial Services


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Client: The Money Box
Service: Merger & Acquisition Advisory
Industry: Financial Services


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Client: Westech Capital Corp
Service: Merger & Acquisition Advisory
Industry: Financial Services


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Client: Adelanto Healthcare Ventures
Service: Merger & Acquisition Advisory
Industry: Healthcare


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Client: Dental Health Management Solutions
Service: Merger & Acquisition Advisory
Industry: Healthcare


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Client: Trisun
Service: Merger & Acquisition Advisory
Industry: Healthcare


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Client: G4 Spatial Technologies
Service: Merger & Acquisition Advisory
Industry: Industrials, Manufacturing and Distribution


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Client: Georgetown Rail Equipment Co
Service: Merger & Acquisition Advisory
Industry: Industrials, Manufacturing and Distribution


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Client: Minco
Service: Merger & Acquisition Advisory
Industry: Industrials, Manufacturing and Distribution


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Client: Berry Aviation
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services


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Client: Harden Healthcare
Service: Merger & Acquisition Advisory
Industry: Healthcare


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Client: MultiTracks
Service: Merger & Acquisition Advisory
Industry: Information Technology and Telecom


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Client: Hahn
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services


Acquired Statistical Vision

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Client: American Bank
Service: Merger & Acquisition Advisory
Industry: Financial Services


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