Advisory

Liberty Corporate Advisory provides a variety of business advisory services to its clients including CEOs, business owners, entrepreneurs, senior management teams, boards, lenders, private equity firms, and venture capital firms. Liberty’s team of experienced professionals partners with its clients to assess the challenges and opportunities of their businesses and then creates and executes a strategy that meets the clients’ objectives. Liberty employs an integrated approach that includes the resources of it’s portfolio companies. The services include:

Business Strategy Advisory

Liberty takes a hands on approach to assist you at every stage of your business lifecycle and employs an integrated approach utilizing the resources of its portfolio companies to assist companies in the following areas:

Business Strategy

• Performance Improvement
• Turn Around/Restructuring
• Customer Strategy
• Technology Strategy
• Distribution and Delivery Strategy
• Product Development
• Corporate Finance
• International Expansion
• Early-Stage Company Advisory

Corporate Finance

Liberty works with you and Liberty Private Equity to assist in Corporate Finance activities, including:

• Capital Raises – Liberty advises clients raising debt and/or equity from both high net worth individuals and intuitional investors including private equity firms, hedge funds, and strategic corporations
• Capital Restructuring – Liberty advises clients on restructuring their balance sheets to better meet strategic objectives
• Corporate Recovery and Turnaround Execution – Liberty works with clients to define and execute a turnaround strategy, often involving both operational changes and balance sheet restructuring

Operational Advising

Liberty’s Operations practice focuses on helping organizations improve operational efficiency. Liberty offers the following services in this area:

• People – Liberty will help you find the right people to optimize your human capital assets
• Interim Management – Liberty will provide interim management services
• Competitive Advantages and Positioning – Liberty will help your organization identify and highlight your best competitive advantages and optimal positioning
• Lean Transformation – Liberty will help your organization transform itself to a Lean organization
• Revenue Growth – Liberty will help your organization identify the best opportunities for revenue growth and help you execute on them
• Cost Management – Liberty will help your organization minimize its costs in a variety of areas
• Information Technology – Liberty will help your organization execute an effective IT plan

International Strategy

Liberty has significant expertise in a variety of areas concerning international strategy. Specifically, Liberty has helped clients bring international products and services to the US, and has helped clients bring their US-based products and services abroad. In addition, Liberty helps clients structure their international relationships, find talent abroad, and develop the relationships necessary to grow an international corporation.

Early-Stage Company Advisory

Liberty has significant experience in the world of early-stage company building. Liberty accepts select engagements of this type, typically on an equity basis. These engagements often involve Liberty’s professionals taking a direct role as either a Board Member and/or a part-time executive. Liberty will advise early-stage companies via the following:

• Strategic consulting in business plan development, team building, capital structure, and market positioning
• Coordination of an angel or VC fundraising process
• Introduction to strategic partners
• Development of exit strategy

Transaction Services

Buy Side M&A

Liberty’s professionals have been involved in numerous M&A transactions on both the buy and sell side. Liberty’s team is well connected in many industries and has a strong network of buy and sell side deal flow. Accordingly, Liberty’s team is extremely well suited to help organizations find, evaluate, and execute buy side acquisitions.

Liberty has found that in economic down cycles the best companies are aggressive in executing on growth strategies. Those who are outperforming their peers have greater opportunities to grow by executing a smart buy-side M&A strategy.

Liberty’s buy-side engagement can include any of the following services:

• Strategic planning of M&A and creation of an “M&A Map” outlining the objectives, criteria, and landscape of potential opportunities
• Finding and evaluation potential targets
• Preliminary evaluation of potential targets
• Business case development
• Negotiation
• Management and implementation of all due diligence
• Coordination of legal and accounting resources
• Architecture and evaluation of deal structure
• Post acquisition integration

Sell Side M&A

Liberty is not an investment bank. Rather, Liberty’s involvement on the sell-side is three-fold. Liberty will help with M&A strategy; Liberty will help find the right bank to manage an auction when an auction is the recommended course of action; and finally Liberty will run a sale process when there is a finite list of established targets that requires a coordinated and focused plan of attack. Liberty’s Sell-Side services can include:

• Strategic planning on M&A size, shape, and timing
• Identification of the right type of process to run
• Management of targeted sell-side processes to potential strategic acquirers
• Engagement of the right investment bank when an auction is the optimal way to proceed