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Thinking about selling in the next 3-5 years or planning to working forever? Now is the time to start preparing to maximize your value and minimize risk. We help lay the groundwork to achieve the best outcomes and position your business with best practices by asking: Do you have the right team? Culture? Processes? Capital?
Lorica Capital is a trusted advisor to businesses and families, helping owners determine the value of their business in the current market environment and execute on a successful sale transaction.
Our process is built on a thorough assessment of a company’s financial statements, operational processes, customer base, and competitive advantages. We then craft a compelling narrative around the company’s value proposition and develop a comprehensive strategy to help selling shareholders reach the best buyers, reduce execution risk, and maximize the value of their business.
or an initial ESOP buyout transaction, we advise business owners seeking to transition ownership of their company to their employees. ESOP transaction structures may be in the form of a full or partial sale, third-party financed, or entirely seller financed. Our clients span the United States across a variety of industries and sizes.
Our process focuses on providing owners with significant options for funding an ESOP buyout from a variety of capital sources, following fiduciary best practices, and crafting durable transaction structures that stand the test of time.
We advise management teams and boards seeking to assess the ESOP’s role in their company’s capital structure – and plan for the future long after the initial ESOP buyout transaction. Working closely with our clients, we establish clear objectives and develop sophisticated financial models to test transaction alternatives against the status quo. We help our clients understand the impact of available options on all stakeholders, and then execute on the optimal solution.
Mature ESOP clients complete a wide range of follow-on transactions, such as traditional leveraged redemptions or bringing on third-party equity capital to be invested alongside the ESOP.
Our clients often require capital for various purposes such as acquisitions, growth, recapitalizations, and refinancings. To secure the best available terms for each client, we leverage our extensive network of lenders and capital providers throughout the country to create competition through an auction process. Even when clients have received favorable financing/capital terms from their current lender or equity partner, our process often yields improved terms from the market.
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