• Strategic Advisory Services

    The Intersection of Capital and Opportunity Enhance EBITDA Increase Valuation Interim Management Turnaround Management Acquisition Advisory Services Sell Side Advisory Services Debt Financing Equity Financing

    Call 513-262-0608
Learn More About Our Turnaound Management Services

Strategic Evaluation

  • How do you increase the value of your company? Improve EBITDA and lower operating risk.
  • How do you enhance EBITDA? Increase revenue and lower costs.
  • How do you lower operating risk? Diversify revenue streams and production inputs.
  • Why are you waiting? People issues, capital issues, credit issues, supply chain issues, competitive issues, other issues.
We evaluate your business as we would if we were going to acquire it. We look at the risks and we look at how we can make improvements and create value. We evaluate the go-to-market strategy. We evaluate and test the "value proposition" you offer your customers. We look at the drivers of value - how you price your product relative to the deliver quality, service and innovation. We evaluate your supply chain and your processes to identify opportunities for improvement. We look for ways for you to lower your overhead and become more efficient . We provide you with a written report of our analysis with actionable recommendations.
Get a Strategic Evaluation
Yes, I want to know how I can enhance EBITDA and increase the value of my company.
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Debt Financing Equity Financing
Debt financing $5-$250 million Equity Financing $2-$50 million. Growth, acquitions, recapitalizations, buyouts and refinancing. Industry experience in manufacturing, distribution, business services, specialty finance, restaurants, packaging, retail, real estate, construction, contracting and healthcare.
Turnaround and Interim Management
We help you build a sustainable, scalable, profitable business model. We have experience in managing companies in media, financial services, construction, manufacturing and healthcare.
Acquisition Advisory Sell Side Advisory
We manage the sale process to achieve all of your objectives so you can focus on running your business. We have sold business for as little as $3,000,000 and as much as $600,000,000

Why we are different

As investors, we drive value creation.
As owners, we protect capital and provide stewardship.
As operators, we drive efficiencies and sustainable growth.
As advisors, we provide objective, fact-based advice.
  • Operating Efficiencies
  • Profitability Improvement
  • Corporate Development
  • Acquisition Integration
  • Capital Allocation and Capital Management
  • System Integration
  • Performance Metrics
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Cincinnati, OH 45244
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Acquisitions and Divestitures

Criteria

  • All Industries
  • EBITDA > $1,000,000
  • No Venture Capital or Start-Ups

Acquisition Advisory Service Highlights

Amount
Role
Industry
Transaction
$20,000,000
Advisor
Financial Services
Acquisition
$80,000,000
Principal
Financial Services
Hostile Takeover
$58,000,000
Principal
Financial Services
Hostile Takover
$3,750,000
Principal
Media
Acquisition
$12,800,000
Advisor
Manufacturing
Buyout
$36,000,000
Advisor
Consumer Products
Buyout
$100,000,000
Advisor
Retail
Buyout
$42,000,000
Principal
Manufacturing
Buyout
$36,000,000
Principal
Manufacturing
Buyout
$45,000,000
Prinicpal
Manufacturing
Buyout
$40,000,000
Prinicpal
Agriculture
Buyout
$2,100,000
Principal
Construction
Buyout
$30,000,000
Advisor
Wholesale Distribution
Buyout

Debt Financing and Equity Financing

Criteria

Senior Debt - $5,000,000 to $100,000,000 - Operating Companies Only; No Real Estate - Secured or Unsecured - Asset-Based Loan, Structured Loan or Cash Flow Loan
Subordinated Debt - $1,000,000 to $50,000,000
Preferred Equity - $1,000,000 to $100,000,000
Common Equity - $1,000,000 to $100,000,000
Venture Capital - No interest at this time.

Debt Financing and Equity Financing Highlights

Amout
Type
Industry
Transaction
$30,000,000
Senior Debt
Consumer Products
Buyout
$6,000,000
Subordinated Debt
Consumer Products
Buyout
$6,000,000
Equity
Concumer Products
Buyout
$60,000,000
Senior Debt
Retail
Buyout
$10,000,000
Equity
Retail
Buyout
$60,000,000
Senior Debt
Restaurants
Acquisition
$30,000,000
Senior Debt
Consumer Products
Buyout
$25,000,000
Senior Debt
Manufacturing
Buyout
$7,500,000
Subordinated Debt
Manufacturing
Buyout
$10,000,000
Equity
Manufacturing
Buyout
$14,000,000
Senior Debt
Manufacturing
Restructuring
$3,000,000
Subordinated Debt
Manufacturing
Restructuring
$28,200,000
Senior Debt
Manufacturing
Recapitalization
$500,000
Subordinated Debt
Manufacturing
Recapitalization
$60,000,000
Senior Debt
Business Services
Acquisition
$20,000,000
Preferred Equity
Business Services
Restructuring
$100,000,000
Equity
Financial Services
Growth Financing
$9,000,000
Senior Debt
Manufacturing
Restructuring
$1,800,000
Subordinated Debt
Manufacturing
Restructuring
$1,000,000
Equity
Manufactruing
Restructuring
$100,000,000
Senior Debt
Financial Services
Refinancing
$15,000,000
Subordinated Debt
Financial Services
Growth Financing
$10,000,000
Subordinated Debt
Services
Refinancing
$163,000,000
Senior Debt
Consumer Services
Refinancing
$60,000,000
Senior Debt
REIT
Refinancing
$60,000,000
Equity
Financial Services
Growth Financing
$50,000,000
Senior Debt
Retail
Refinancing

Turnaround and Interim Management

We will help you achieve your goals, from developing a go-to market strategy or a scalable business model, providing acquisition advisory services and acquisition integration, profitability improvemant, operating efficiencies, practical work-flow and systems integration.

  • media

    Turnaround Management Services for Independent Boadcaster

  • Consumer Packaged Goods

    Turnaround Management Services for Independent Boadcaster

  • Residential Construction

    Turnaround Management Services for Home Builder

  • Manufacturing

    Sales Force Effectiveness, Operating Efficiancy, Systems

  • Home Improvement Contractor

    Start Up Advisory and Scaling for Residential Home Iprovement Contractor

Sell Side Advisory Services

Criteria

Operating Businesses Only
Revenue > $10,000,000

Past Exclusive Sale Transaction Highlights

Amount
Role
Industry
Transaction
$20,000,000
Advisor
Financial Services
Exclusive Sale
$640,000,000
Advisor
Financial Services
Exclusive Sale
$5,750,000
Principal
Media
Exclusive Sale
$21,000,000
Advisor
Services
Exclusive Sale
$3,600,000
Principal
Consumer Products
Exclusive Sale
$47,000,000
Prinicpal
Manufacturing
Exclusive Sale

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Our Reviews

  • "Ed Fanning is a progressive business leader. He brings an energy and a passion to his job, which inspires excellence from those who work for him and with him. He is a consummate professional who quickly assesses situations and identifies the opportunities presented. He has excellent business acumen, is technically competent, has a can - do spirit, and outstanding communication skills. As a key member of my management team and CFO, he was proactively engaged in all aspects of the business - finance, operations, sales, and IT. Ed builds strong teams and embraces change as a tool for success. Ed would be a valuable asset to any company, and I highly recommend him. "
    John F. Gillen, CEO Midwest Paper Group
    "I had the pleasure of working with Ed at Provident Bank when Ed headed up the investment banking advisory group. Ed has extensive experience in structuring transactions, performing due diligence, and working with clients. In one of the transactions we worked on, we successfully helped raise financing for an acquisition that generated over $10 million in fees and warrant gains for Provident. Ed has been a great mentor for me over the years."
    Kevin Ma, CFA, Director, Leveraged Loans & High Yield Bonds Nationwide Insurance
    "I've known Ed since his days at Franklin Street Partners and have always found him to be an astute businessman with a practical approach to getting transactions done. He's been involved in a lot of deals over the years and has the experience to be of great benefit in many situations."
    Bruce Ferguson, Principal Endeavor Capital Group
    "Ed is thoughtful and insightful. He is an excellent critical thinker. Ed is also action-oriented, has a can-do attitude, and is very personable and approachable."
    Sean V. McGrory, Shareholder Clark, Schaefer, Hackett & Co.
    "I had the pleasure of working with Ed and his colleagues in raising equity capital during a challenging operating environment. Ed was able to creatively structure an investment vehicle, identify prospective investment partners and successfully negotiate transaction terms that met the needs of all stakeholders. Overall it was a very successful outcome and I look forward to working with Ed again in the future."
    Bruce C. Belliveau, CFA, Principal at ROMAN ARCH Clean Energy Finance, Managing Director at CNS Global Advisors
    "Ed was extremely instrumental in locating financing for an MBO a few years ago. With his assistance we were able to find the right partner and grew the Company. Ed eventually worked with a bank that serviced our debt and again provided the collaboration and detailed creativeness that was invaluable. He truly understands the meaning of Customer Service."
    Andre Schwitter, President Lorenz Capital, Ltd.
    "Ed's knowledge of every aspect of a transaction is second to none. He is great to work with as he brings an enthusiastic and positive attitude to every interaction, everyday. I cannot recommend him highly enough!!"
    Jeffrey (J.D.) Dykstra, CEO Riiser Fuels, LLC
    "Ed is a high energy talented financial expert whom has the unique ability to be able to both sell and structure deals with a strong attention to detail. I highly recommend him."
    Edward(Ted) Randall, Managing Director TIAA Bank
  • "Donec luctus tincidunt turpis, eu gravida ligula et tristique sed. Donec finibus ex eget tortor placerat tristique. Lorem ipsum dolor sit amet, consectetur adipiscing."
    Connor Ardill, Company
    "Donec luctus tincidunt turpis, eu gravida ligula et tristique sed. Donec finibus ex eget tortor placerat tristique. Lorem ipsum dolor sit amet, consectetur adipiscing."
    Linda Collins, Company
    "Donec luctus tincidunt turpis, eu gravida ligula et tristique sed. Donec finibus ex eget tortor placerat tristique. Lorem ipsum dolor sit amet, consectetur adipiscing."
    Aaron Lynas, Company
  • "Donec luctus tincidunt turpis, eu gravida ligula et tristique sed. Donec finibus ex eget tortor placerat tristique. Lorem ipsum dolor sit amet, consectetur adipiscing."
    Connor Ardill, Company
    "Donec luctus tincidunt turpis, eu gravida ligula et tristique sed. Donec finibus ex eget tortor placerat tristique. Lorem ipsum dolor sit amet, consectetur adipiscing."
    Linda Collins, Company
    "Donec luctus tincidunt turpis, eu gravida ligula et tristique sed. Donec finibus ex eget tortor placerat tristique. Lorem ipsum dolor sit amet, consectetur adipiscing."
    Aaron Lynas, Company