CREDENTIALS PRESENTATION...yet ready to sell their business but in need of growth capital. Strategic...
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CREDENTIALS PRESENTATION
Transcript of CREDENTIALS PRESENTATION...yet ready to sell their business but in need of growth capital. Strategic...
CREDENTIALS PRESENTATION
Corporate Advisory Solutions INTEGRITY, CONFIDENTIALITY, EXPERIENCE
ABOUT CORPORATE ADVISORY SOLUTIONSCAS is a merchant bank based in Philadelphia, specializing in M&A, and strategic advisory for the Tech-Enabled Outsourced Business Services (OBS) sector. The CAS team brings over 40 years of combined M&A, valuation and strategic advisory experience to every engagement, and its members have successfully completed over 100 transactions representing more than $2 billion in deal value within these core markets. We actively participate in multiple OBS trade associations.
Corporate Advisory Solutions INTEGRITY, CONFIDENTIALITY, EXPERIENCE
CORE COMPETENCIESWe possess more than 40 years of experience developing and implementing successful growth, acquisition and exit strategies for clients as their markets are increasingly transformed by technology.
• M&A Engagements (Buy-Side and Sell-Side)
• Business or Delinquent Receivable Valuations
• Market Research and Due Diligence Support
• Capital Raising
• M&A and Strategic Growth Consulting
• Business Plan Development/Implementation Services
• Fair Market Valuation/Fairness Opinion
• Establishing Partnerships/Joint Ventures
• Non-Performing Asset Sales
• Merchant Banking
• Special Situations
Corporate Advisory Solutions INTEGRITY, CONFIDENTIALITY, EXPERIENCE
FOCUS ON OUTSOURCED BUSINESS SERVICESWe focus on Tech-Enabled Outsourced Business Services companies that specialize in the following areas:
INTEGRITY, CONFIDENTIALITY, EXPERIENCE
Tech-Enabled Outsourced
Business Services
Accounts Receivable
Management
Healthcare Revenue Cycle Management
Customer Relationship Management
Specialty Finance
Payment Processing
Debt Settlement
SERVICES
Corporate Advisory Solutions INTEGRITY, CONFIDENTIALITY, EXPERIENCE
STRATEGIC ADVISORYBoard Level Consulting – Assist in developing and implementing appropriate growth
and exit strategies based on defined client objectives.
Comprehensive Business Assessment – Provide clients with a perspective on what
aspects of their businesses drive and detract value; for certain needs we will partner with
other industry experts.
Regulatory Compliance Assessments – CAS has been designated as a preferred
vendor for members of the Receivables Management Association (RMA) who need to
establish or update their compliance management systems. We also provide mock
assessments for OBS companies who require assistance preparing for their Consumer
Financial Protection Bureau (CFPB) audit.
Financial Performance Reviews – We help clients develop a contribution margin
analysis, which determines where the profitability by client, location and/or service offering.
Contribution Margin Analysis – We help clients assess their company’s performance
from the buyer’s perspective. This information has been extremely useful for clients who
are also seeking to consolidate, or grow their businesses.
Market Research – CAS helps our clients make smart buy vs build decisions by
providing analysis and understanding of current and projected future trends in
specific industries.
Executive Recruitment – CAS maintains a strong network of talented executives and
professional recruiters.
SERVICES
Corporate Advisory Solutions INTEGRITY, CONFIDENTIALITY, EXPERIENCE
TRANSACTION ADVISORY Mergers & Acquisitions – We manage both sell-side and buy-side representations.
Merchant Banking – CAS provides merchant banking services by establishing long-term
mutually beneficial relationships with our clients that can involve multiple transactions or
business events during the course of our engagement.
Sell-Side & Buy-Side Representation – Where our merchant banking model is not
appropriate, CAS can serve as a traditional sell-side or buy-side representative.
Recapitalization/Capital Raising – As licensed broker dealer representatives, we can
make introductions to members of our debt and equity financing network for clients not
yet ready to sell their business but in need of growth capital.
Strategic Partnership/Joint Venture – Partnering with another service provider can
facilitate breaking into a new market or service. CAS has established these types of
arrangements, some of which have resulted in mergers and acquisitions.
Fairness Opinions/Fair Market Valuations – Our valuation team can serve whether
a transaction is already underway or a client is undergoing an estate planning change,
divorce or looking to transition equity ownership to management.
Distressed Asset Sales – For businesses seeking to divest delinquent/rehabilitated
consumer or commercial account portfolios, CAS can access the market value of the
portfolios and quickly source qualified buyers. We can also assist in financing specific
projects/engagements.
Specialty Finance – We assist clients with acquiring and divesting delinquent/
rehabilitated consumer account portfolios and financing specific projects/engagements.
Debt Settlement – CAS provides services to Debt Settlement companies, including
company valuations and merger and acquisition advisory services.
SERVICES
Corporate Advisory Solutions INTEGRITY, CONFIDENTIALITY, EXPERIENCE
STRATEGIC INVESTMENTS As a part of our commitment to serving as a strategic long-term partner, the principals of
CAS are prepared to make selective growth capital investments. We will invest our own
capital, and as needed, invite other high net worth individuals with industry experience
to invest alongside of us subject to the interest of the partner. Our investment strategy is
primarily focused on companies that are involved in one or more of our core OBS sectors,
but we will make exceptions based on the investment opportunity.
SERVICES
TEAM
Corporate Advisory Solutions TEAM INTEGRITY, CONFIDENTIALITY, EXPERIENCE
Michael LammManaging DirectorDirect: 215.717.8719Mobile: [email protected]
Michael oversees and executes on M&A engagements, investment opportunities, compliance/regulatory assessments, strategic consulting, valuation, expert witness litigation matters while also charting the firm’s corporate direction and strategic growth plan.
Mark RussellManaging DirectorMobile: [email protected]
Mark helps clients prepare their businesses for sale. He manages all aspects of the firm’s operations and transaction advisory engagements. Mark also plays a central role in the firm’s Merchant Banking business. In addition to helping clients prepare a business for sale, he works with clients who wish to make an acquisition to either grow or diversify a business. Mark also provides valuation and strategic consulting services to client companies.
Corporate Advisory Solutions TEAM INTEGRITY, CONFIDENTIALITY, EXPERIENCE
Nick CiabattoneSenior AssociateMobile: [email protected]
Nick provides administrative and transaction advisory support to the principals of CAS. Nick serves as lead deal support on M&A transactions and is responsible for closing numerous sell-side and buy-side transactions as well as completing various portfolio/company valuations, strategic advisory, consulting and compliance assignments.
Nick has been a member of the Receivables Management Association (RMA) Public Relations and Marketing Committee since 2016. He is also a member of the Healthcare Financial Management Association (HFMA) and is a member of the Association for Corporate Growth (ACG) University Class of 2018.
Mickey KaiserAssociateMobile: 570.242.5644 [email protected]
Since joining CAS in 2017, Mickey has served as lead deal support on numerous M&A transactions and engagements as well as completing several portfolio/company valuations, strategic advisory, market intelligence and consulting engagements.
Mickey is a member of the Association for Corporate Growth (ACG) University Class of 2020.
Corporate Advisory Solutions TEAM INTEGRITY, CONFIDENTIALITY, EXPERIENCE
Drew SacherAnalystMobile: [email protected]
Drew Sacher provides administrative and transaction advisory support to the principals of CAS. He assists with the firm’s M&A, strategic consulting, valuation, compliance and regulatory business practices.
Drew has been a member of the Receivables Management Association (RMA) Social Media and Editorial Committee since 2020.
Lauren ChaAnalystMobile: 703.313.1439 [email protected]
Lauren Cha is an Analyst on the CAS team who provides administrative and transaction advisory support to the principals. She assists in all aspects of the firm’s M&A, strategic consulting, valuation, compliance and regulatory business practices.
CONTACT US
Corporate Advisory Solutions2001 Market Street, Suite 2500Philadelphia, PA 19103215.717.8719www.corpadvisorysolutions.com
