As trusted advisors to family- and founder-owned Specialty Materials and Surface Technology companies, we provide no-cost, no-pressure consultations on succession planning, acquisitions, and capital raises. This gives companies industry-specific insights and a full range of options before choosing any strategic path.
our process for providing consultations
Introductory Call
45-minute video call to introduce Triscend Partners, ask basic questions on the company’s main operation, and learn about the owner's goals and transaction objectives.
As confidentiality is of utmost importance to Triscend Partners and the companies it works with, we will first sign a confidentiality agreement to provide comfort before sharing any sensitive information.
Preliminary Information Request List
Short information request list of less than 10 items necessary to properly evaluate the company and provide valuable insight. All requested items are typically readily available to the company and require little time from management to provide.
Triscend Visit to Company Operation (Optional)
Not necessary for the consultation, but insights are much more valuable when the operation is seen first-hand. Relatedly, it's highly important to meet in person prior to potentially working together.
Presentation of Findings
One-hour presentation of insight and recommendations tailored to your company and objectives. Companies are provided a written report that includes the following:
- Summary of key market insights - Range of potential transaction and liquidity options - Key company positioning considerations - Recommended marketing strategy - Formal valuation using multiple methodologies
Capital raise services to i) facilitate liquidity events for business owners without giving up equity or ii) transition the company to the next generation or strong and loyal members of management.
Strategically grow through acquisitions to drive increased value-add and scale quicker. We are your trusted partner to execute from start to finish.
Services Offered:
+ Market Assessment + Target and Criteria Development + Process Management + Strategy and Negotiation + Due Diligence and Closing + Integration Management
