Services
Deciding to grow, sell, acquire, or merge requires careful consideration of all components for a successful outcome. Rushing or cutting corners often leads to costly mistakes and decisions that may not align with long-term interests. At Heide & Co., we begin with a thorough assessment of your strengths and weaknesses, laying the groundwork for strategic planning. Once a direction is chosen, we provide advisory services tailored to preparing for growth, raising capital, exploring financing alternatives, acquiring or merging with competitors, preparing for sale, and strategic planning.
Capital Formation: We typically advise on growth / expansion capital for companies operating in emerging or growing markets and with proven track records, strong management teams and the potential for multiple returns to investors over three to five years.
Corporate Finance: We always first work with your commercial bank, however if your Bank has maximized its exposure, we will find you alternatives, whether for an asset-based need, working capital, receivable financing, restructuring or off-balance-sheet financing.
Mergers & Acquisitions: If you’re looking to buy a competitor, acquire a new business or merge with a synergistic enterprise, Heide & Co. can help by providing advisory and banking services that assure the best fit for your company.
Sell-Side Assignments: When selling your business, thorough preparation is crucial for success. Tasks include company assessment, assembling a deal team, market analysis, valuation, offering preparation, buyer identification and outreach, auction management, and closing transactions. With experience selling our own businesses and advising others, we ensure efficient execution for optimal price and terms. We also connect you with suitable placement agents or investment bankers, saving you time and maximizing returns.
Strategic Planning: When you know where you want your company to go, but are uncertain of how to get it there, Heide & Co. can help you develop a strategy. We have been instrumental in evaluating where our clients’ businesses stand relative to their market and what it will take to move them to the next level. Our services include making a thorough analysis of your business, working closely with you to learn how you and your business operate and making a strategic plan that is realistic and attainable.
Family-Owned Businesses: We have extensive experience in working with privately owned family businesses, both single and multi-generational. The often-complex circumstances surrounding issues such as succession planning, liquidity and continued growth can pose significant challenges and cause conflicts among family members and company executives, which can cloud the company’s image or even diminish its perceived value. To help you turn problems into solutions, we can work as an intermediary and mediator in fleshing out and resolving differences, clearing up misunderstandings and providing an independent voice to help sensitive negotiations reach a successful end.
Heide & Company, LLC Interim Management
Why Use Heide & Company, LLC Interim Management?
Several factors make Heide & Company, LLC an attractive resource:
Speed. Heide & Company, LLC managers can be in place in days, as opposed to the weeks or months required to install a full-time replacement—a crucial advantage to addressing sensitive customer, vendor, or staffing issues.
Experience. Our managers are typically “super-qualified” for the position they are assuming, with experience directly applicable to the challenge being faced. This allows us to hit the ground running, minimizing risk and enhancing the chance for a successful outcome.
Objectivity. We provide a fresh perspective and focus on what is best for the business.
Accountability. Rather than taking on a purely advisory role, interim managers have direct responsibility.
Effectiveness. Operating at or near the board level gives Heide & Company, LLC interim managers the authority to effect significant change or transition within a company.
Commitment. We at Heide & Company, LLC are committed to success. We enjoy the challenge of having a diverse assignment and take great pride in maintaining the highest performance standards.