Exit Planning


MAXIMIZE VALUE ON EXITS.

Stax works with management, equity sponsors, and investment banks to provide substantive leverage in preparing companies for exit — whether the exit is expected in three years or even three months. We develop a fact base which management can defend and new investors can believe to help clients achieve maxium returns. With 25 years on the buy-side, we know what buyers are looking for and what's possible. Our portfolio of client work is evenly split between large-cap private equity firms and their portfolio companies AND mid-cap industry-focused funds, mid-cap generalist funds and their portfolio companies, with a select number of public company clients.

WHAT WE DO
Exit Planning
Identifying and quantifying growth opportunities (TAM), customer feedback, value to financial and strategic buyers, and best potential positioning for success.
Divestiture Strategies
Assists management teams develop strategies to thoughtfully divest assets enabling management teams and their investment banks to focus on creating value.
Re-underwriting
Typically, 2-3 years into a private equity holding period, both investors and management often have interest in an updated view of the market, customer needs, competition, and how internal data and analytics systems are evolving to create a competitive advantage.