Plan Bravo Partners

• 1: Home
• 2: Our Approach
  • 2.1: Business Assessments
  • 2.2: Traditional Management Consulting
  • 2.3: Corporate Finance
• 3: Our Services
  • 3.1: Business Assessments
  • 3.2: Traditional Management Consulting
  • 3.3: Corporate Finance
  • 3.4: Client - Manufacturing Company
  • 3.5: Client - Operations Improvement
  • 3.6: Client - Equity Infusion
• 4: Core Strengths
• 5: Our Team
  • 5.1: Joseph B. Prochot, Partner
  • 5.2: Charles W. Stevens, Partner
  • 5.3: Gregory J. Witherspoon, Partner
  • 5.4: Brian S. Hendrix, Associate
  • 5.5: John C. Simmons, Associate
• 7: Contact Us

Case Study - Equity Infusion

A financial services company with annual revenues of less than $10 million annually had been in business over forty years and the owner wanted to develop a strategy to grow the company.

An analysis of the company's operations was performed including numerous meetings with the owner and senior management of the company and a growth strategy was developed. An action plan was then developed to properly position the company for an initial pubic offering that would provide adequate capital to accomplish the growth strategy. The plan was implemented including the following key elements:

• The development of a more profitable method of distributing the company's product, which improved profitability by more than 300% over the prior distribution method.

• The consolidation of overlapping duties and operating locations that reduced overhead costs by more than 33%.

• The restructure of existing debt including the negotiation of new payment terms and, in some cases, discounted payment amounts resulting in an improvement of available annual cash flow in excess of $1.5 million.

Once the company had properly positioned its operations the initial public offering was implemented including the following:

• Selection of lead investment banking firm and the other participating investment banking firms.

• Working closely with the investment bankers, accountants, attorneys, underwriters and printer to complete the prospectus including the detailed analysis of current and historical operating results.

• Writing the script for the road show speeches and delivering them to the largest investment firms in the world on a road show that covered a dozen cities over a two week period.

• Completion of the offering and the development of market makers and coverage from analysts.

 The initial public offering was successfully completed for $16 million and the Company increased revenues by over 100% each year for the next five years. To further support the continued growth of the company numerous secondary capital raises aggregating in excess of $500 million were completed over the five year period and the Company ultimately obtained a market value in excess of $1 billion.