
Corporate Finance
Many high growth companies can benefit from external financing to
accelerate growth. However, securing business financing
can be a time consuming distraction from growing and managing a
successful business. The Progress PathSM helps clients choose the
right time to bring in investment capital as well as determine the
right amount to maximize value.
Progress Partners manages the process so our clients can
focus on managing business operations.
Progress Partners helps companies find short and
long term financing from both strategic and financial investors. In each instance, the goal is that
the investor bring value beyond money. Progress Partners draws from an
extensive network of relationships at every level of the investment
community - seed, venture, private equity, mezzanine investors, and
customized debt sources.
Key Activities:
• Identifying financing options and
analyzing their relative costs and benefits
• Finding strategic investors
• Developing and coaching on the investor presentation
• Preparing management for the investor presentations
• Negotiation terms
Mergers and Acquisitions
When a company is ready
to grow through acquisition, or achieve a liquidity event through a sale or other exit, Progress Partners helps clients develop and
execute a transaction strategy.
Obtaining maximum value on a sale, or executing a successful
acquisition, requires a disciplined process to assure success.
Progress Partners’ integrated approach allows us to work in an M&A transaction, implementing our strategic planning and business development efforts, to significantly enhance exit values and business success for our client.
Key Activities:
• Analyzing the company to determine
appropriate transaction opportunities
• Developing the appropriate materials to market the company to
transaction partners
• Identifying and contacting suitable transaction partners (targets or acquirers)
• Assisting in the presentation of the company and developing the business case
• Negotiating terms, managing the closing teams and performing due diligence
Strategic Planning and Execution
Progress
Partners helps companies chart a path to success. This process begins with an analysis
of the potential paths and culminates with experienced advisors helping
senior management choose a course of action, based on relevant risks and
opportunities and an assessment of the company’s capabilities.
Progress Partners’ strategy work includes planning as well as implementation. Progress Partners works with early and mid stage companies to expand team capabilities in the short term and sources key talent to help companies internalize those skills in order to grow.
Key Activities:
• Market Analysis
• Scenario Planning
• Process Coaching
Corporate
Development and New Market Product Assessment and Launch
Progress Partners’ Corporate Development program is about building value to validate technology and market acceptance through new business opportunities. Progress works with the company to land new clients, quickly accumulate referral customers, build business value through sales acceleration, and put in process a continued sales success strategy. This strategy includes identifying team members who can continue to implement the sales strategy over time.
Progress Partners offers an extensive network of executive level relationships and a proprietary customized lead generation process to effectively make potential reference customer connections.
Launching new products or expanding outside current markets to reach customers in new industries or geographic regions, has associated costs and risks. Progress Partners’ market assessment approach reduces the risk of new market selection and new market entry by providing market intelligence and direct exposure. As a result, multiple new market opportunities can be evaluated simultaneously, prioritized, and created with initial introductions for early success.
Progress Partners’ market assessment
approach reduces the risk of new market selection and entry by providing
both market intelligence and direct exposure.
Multiple new market opportunities can be
evaluated simultaneously, prioritized, and opened with initial
introductions and early success.
Key Activities:
• Analyzing in-market needs
• Guiding product revision process based on customer feedback
• Identifying and landing important partnerships
• Identifying and closing reference clients/customers
• Developing customized business development processes
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