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
Client: Broaddus Construction
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials
Client: Compliance Training Online
Service: Merger & Acquisition Advisory
Industry: Business & Professional Services
Client: Elizabeth Christian Public Relations
Service: Merger & Acquisition Advisory
Industry: Business & Professional Services
Client: Mueller Foundation
Service: Merger & Acquisition Advisory
Industry: Business & Professional Services
Client: American Bank, N.A.
Service: Merger & Acquisition Advisory
Industry: Financial Services
Acquired ACG Equipment Finance
Client: CS Stars
Service: Merger & Acquisition Advisory
Industry: Information Technology and Telecom
Client: Wenzel Associates Inc
Service: Merger & Acquisition Advisory
Industry: Information Technology and Telecom
Client: Capital Appraisal Group
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services
Client: Clear Result Consulting
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services
Client: Intermodel Tank Transport
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services
Client: Kaemark Salon Furnishings
Service: Merger & Acquisition Advisory
Industry: Consumer and Retail
Client: Cen-Tex Plaster
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials
Client: RGM INTERA Incorporated
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials
Client: JKB Construction
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials
Client: Joe Bland Construction
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials
Client: Magnum Tunneling
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials
Client: Mechanical Reps Inc.
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials
Client: RGM Construction
Service: Merger & Acquisition Advisory
Industry: Engineering, Construction and Materials
Client: 21st Century Financial Services
Service: Merger & Acquisition Advisory
Industry: Financial Services
Client: Paramount Specialty Finance
Service: Merger & Acquisition Advisory
Industry: Financial Services
Client: R Bank Texas
Service: Merger & Acquisition Advisory
Industry: Financial Services
Acquired Schwerter State Bank
Client: Dental Health Management Solutions
Service: Merger & Acquisition Advisory
Industry: Healthcare
Client: G4 Spatial Technologies
Service: Merger & Acquisition Advisory
Industry: Industrials, Manufacturing and Distribution
Client: Georgetown Rail Equipment Co
Service: Merger & Acquisition Advisory
Industry: Industrials, Manufacturing and Distribution
Client: Minco
Service: Merger & Acquisition Advisory
Industry: Industrials, Manufacturing and Distribution
Client: Berry Aviation
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services
Client: MultiTracks
Service: Merger & Acquisition Advisory
Industry: Information Technology and Telecom
Client: Hahn
Service: Merger & Acquisition Advisory
Industry: Business and Professional Services
Acquired Statistical Vision