Services

"Several entities have expressed interest in acquiring my business. How do I know what it's worth?"
Business Valuation

"We've been approached by private equity groups and a competitor about buying our business. How can I know if these buyers are credible, and if I am maximizing shareholder value by only considering current offers?"
Mergers & Acquisitions

"I have a successful business, but I need to start planning for retirement. What are the steps I need to take to prepare for an exit and secure my family's financial future?"
Exit Planning

"We need to raise growth capital in order to take our business to the next level, but don't know where to start. What are our best options?"
Capital Formation

"We've built this company from the ground up and are now faced with key decisions to buy, sell, or merge.

How do we know what our best options are?"

Board Advisory

"Selling your business does not need to be overwhelming."
Sell Side

M&A Advisory

SELL SIDE: Ponterra’s main focus emphasizes sell-side mandates and maximizing exit values for its clients. Ponterra brings a breadth of experience to take a 360-degree look at the business to advise on changes that need to be made prior to any transaction and provides recommendations to meet the specific needs of its clients. The firm also executes other transactions, including taking companies private, mergers, acquisitions, corporate divestitures, management buy-outs, capital formations and recapitalizations.

MERGERS: The firm helps two or more mid-sized companies merge to create more value and maximize eventual exit value. The goal is to create a larger, more compelling entity better able to attract a larger field of potential buyers, and higher valuations for clients. Ponterra is known to advise clients not to engage in a particular transaction while it finds a more adventageous deal. For example, the firm advised a US based Software as a Service (SaaS) firm not to sell, then helped arrange a merger with an Australian company with complimentary products. The merged company doubled its revenue in 18 months, and subsequently was sold by Ponterra to an established industry player at a substantial premium over its combined pre-merger valuation.

BUY SIDE: While Ponterra’s primary focus is on the sell side and its related mandates, the company will undertake buy-side engagements. These are companies looking to enhance their value as they move to a subsequent sale and exit; or on behalf of a buyer who wants to make a very specialized and focused acquisition that is not in conflict with Ponterra’s sell-side activities.

Management Advisory

EXIT PLANNING: The firm helps devise exit plans for business owners that include options for selling a company or business unit to enable owners and management to realize maximum value, at the best possible terms. Ponterra has proven expertise in developing short-, mid-and long-term exit plans for its clients. In order to do so, Ponterra executes a thorough evaluation of the business, including a full review of company business models, financial statements, contracts, personnel, products, technology, and service delivery, etc.

STRATEGIC PLANNING: Ponterra’s staff and leadership are experienced in helping industry companies plan for the next phase of growth, whether it be through organic or inorganic growth strategies.

MARKET INTELLIGENCE: Backed by decades of industry knowledge including vast operational and transaction experience, Ponterra's team of seasoned professionals is positioned to deliver the results your company deserves.

BOARD ADVISORY: The firm frequently provides guidance to corporate boards on strategic initiatives in the industry sectors in which it operates. It also helps boards identify additional industry-savvy board talent. Along with board advisory, Ponterra has assisted in executive/recruitment C-level referrals to help companies prepare for their exit transactions and transitions.

BUSINESS VALUATION: Ponterra performs financial and strategic business valuation reviews for many clients. It analyzes the fundamentals of the business and consults many proprietary and public data sources with a view to mapping a company’s value in its industry ecosystem.