M&A Advisory for Middle Market Business Owners

Private Equity Recapitalization Case History

A technology company experiencing significant growth was interested in buying out some minority interest partners, bringing on a seasoned financial partner, and creating liquidity for the founder. With over 4,500 private equity groups in the market the owner was unsure of where to start.


Because the company was still relatively small, getting the attention of the private equity group market would be difficult. In addition, there were numerous shareholders with competing objectives.


After spending time gaining clarity on the exit objectives of all parties, VERCOR assembled a comprehensive package highlighting the unique value drivers of the company. After a broad outreach to the private equity group market, four strong candidates were identified. Offers were submitted and VERCOR selected the group with the best overall proposal and closest shared vision for the future of the company.