Our Approach

We guide clients through the transaction process from start to finish.

Analysis and Structuring

 

  • We listen to the objectives of shareholders and members of management teams.

 

  • We analyze company data and conduct feasibility assessments.

 

  • We structure transactions based on legal, tax and financial implications, and feedback from our clients.

 

  • We create detailed financial models highlighting performance under various operating scenarios.

Transaction Financing
  • We synthesize data regarding our clients' companies, their operations, business models, and financial performance in Information Memoranda.

 

  • We market the businesses, solicit term sheets, and assist our clients in selecting senior and subordinated lenders.

 

  • We assist lenders in understanding the various aspects of a transaction and its effect on the company's financials.

Transaction Implementation
  • We interview potential transaction parties on the companies' behalf to help our clients select qualified transaction professionals.

 

  • We negotiate transaction and financing terms and review all legal documents.

 

  • We lead transactions to a successful close.

Post-Transaction Services
  • We educate management teams and employees in on-site presentations and workshops.

 

  • We support our clients post-implementation and provide ongoing consulting services to management, shareholders, and employees.

 

  • We design tailored solutions as the companies progress through their life cycles.

© 2016 Innovative Shareholder Strategies, LLC

Associates of Innovative Shareholder Strategies, LLC are registered representatives of and securities transactions are conducted through StillPoint Capital, LLC, Member FINRA/SIPC, Tampa, FL. StillPoint Capital is not affiliated with Innovative Shareholder Strategies.