Kugman Partners evaluates our clients’ financial and operational positions, identifying opportunities to quickly restore and manage liquidity. Critical issues are prioritized to further stabilize the business. Simultaneously, Kugman Partners is formulating viable alternatives and presenting specific, long-term action plans for the stakeholders. With a strong focus on market position, customer rationalization, supply chain justification, and many other business metrics affecting longevity, we collaborate with management to identify problem areas and develop a strategy that establishes measurable goals for the operating entity. We stress process enhancement leading to process excellence.
Quality of Earnings (QoE) Analysis
Our extensive work with private equity firms in providing in-depth financial and operational analyses of their portfolio companies has given us unique insight and skills in determining the validity of a company’s financial reporting. We examine revenue, expenses/costs, industry trends, and other components of the company’s financial health in order to assess the sustainability and accuracy of historical and projected earnings. Development of scope and depth of an analysis can be scaled to a specific need or situation. Whether preparing for a sale or simply evaluating the feasibility and sustainability of strategic plans, Kugman Partners can provide a comprehensive Quality of Earnings report that will allow a company to position itself successfully within its industry.
Reposition, Restructure, and Turnaround
We help build a profitable future for our clients by repositioning financial and operational variables affecting the company. The strategies we employ include restructuring debt, securing new debt and debt traunches or equity, and assisting with communications and negotiations with customers/clients, supply chain/vendors, and other credit grantors in order to stabilize and improve the liquidity position of the company. Kugman Partners will also manage the divestiture or consolidation of segments of the business if needed to secure our client a strong financial foundation.
In some instances, it may be best to consider a judicial Reorganization. We assist companies in developing viable plans and gaining lender and investor support. At the same time, we implement operational strategies that are supportable by all constituencies. Additionally, we liaise with proper court representatives to assist in managing the administration of proceedings effectively.
Banking and Business Sale
The sale of a company or segment that is not directly related to the core business and other competencies can create the best outcome for all interested parties. Kugman Partners can help guide the decision process to achieve the desired goal: to preserve the company’s core business and provide capital while maintaining continuity for the company’s operation and its employees.
At times, a purchase strategy or merger can be the most successful repositioning strategy available to a company. At the same time, it can present external challenges including changing credit markets and valuation multiples. However, once a company is properly restructured, acquiring a target company and securing necessary capital can be an excellent end game solution. Through its strong network, Kugman Partners sources targets, assists in structuring a transaction and ensures proper capitalization levels are achieved for new operations.
Guiding Successful Outcomes.
It's what we do best. Let us help you develop a strategy to reach your goals.