A Minority Sale (<50%) for Growth and/or Retirement Planning:
A Private Equity Perspective
with Kyle Madden

EXIT SOLUTIONS ALLIANCE WEBINAR SERIES

A Minority Sale (<50%) for Growth and/or Retirement Planning – a Private Equity Perspective


For entrepreneurs who are growing their businesses and want the advantages of a private equity partner without giving up a majority of their ownership, a minority recapitalization can be the right solution. A minority recapitalization can accomplish several goals – asset diversification, succession planning, and growth financing – all while giving the owner greater participation in their company’s future potential.

In this webinar, you’ll learn about the benefits of a private equity partner and a minority recapitalization transaction, the types of situations where a minority recapitalization is appropriate and how it relates to an owner’s exit plan.

LEARNING OBJECTIVES:

  • Understand private equity and how private equity groups work with companies
  • Learn the basic mechanics of a minority recapitalization transaction and its benefits
  • Identify when an owner/company is a candidate for a minority recapitalization
  • Understand when and how to introduce the concept to an owner

 

About the Exit Solutions Alliance Webinar Series:

Exit planning fails when advisors think from a siloed perspective. But on the other hand, one single advisor cannot specialize in every component that goes into creating rapid value growth and effective exit strategy. Jack of all trades, master of none, right? That’s where the Exit Solutions Partner Network can help. Join each month for the Exit Solutions Alliance Webinar Series to learn the interworkings, techniques, and strategies from advanced specialists, experts, and providers within the exit planning ecosystem.

This year, the Exit Solutions series will feature Private Equity Growth Expert, Kyle Madden of KLH Capital, sought-after M&A Marketing Strategist, Christine Hollinden of Hollinden Marketers + Strategists, and Serial Entrepreneur & Award-Winning Author, John Warrillow of The ValueBuilder System, among many others. Don’t miss your chance to pick the brain of the experts every month (typically hosted on the second Wednesday).

Click here to meet the experts and firms endorsed in the EPI Exit Solutions Partner Network.

KLH Capital Logo with Tree

KLH Capital exists as a platform to help companies and entrepreneurs reach higher levels of success and prosperity. We do this by making an equity investment in your business and partnering with you to strengthen the company’s market position and grow its value. In every partnership, management has control of day-to-day operations, meaningful equity in the business and unfettered access to us and our vast network of expert relationships accrued over our more than 30 years in business. With KLH as your partner, you also have access to the broader capital markets without personal guarantees or risk to personal assets.

Kyle Madden is a partner with KLH Capital and is primarily responsible for identifying, structuring and executing transactions, due diligence, and portfolio management. He serves on the board of directors for BMI Merchandise, Mid-State Machine and Fabricating, and Data Display Systems. Prior to joining the private equity group in 2009 as an Associate, he was involved in a variety of brokerage-related capacities within the insurance industry.

An active member of the industry, he serves on the board of directors of the M&A Source and was the 2013 chairman of the Alliance of Merger & Acquisition Advisors (AM&AA). Kyle is a native of Amherst, New Hampshire. He graduated from the University of Tampa’s John H. Sykes College of Business with a Bachelor of Science degree in Finance. He enjoys fishing, boating, snow skiing, and spending time with his wife, Christine.

Connect with the Presenter: 601 Bayshore Boulevard, Suite 850, Tampa, FL 33606  |  Website: http://www.klhcapital.com/ |  Email: kyle@klhcapital.com |  LinkedIn: Connect with Kyle Madden