Reduce Risk & Secure the Close with a Deal-Ready Asset
Accelerate time-to-close by staging the business effectively so the first time you go to market is the only time. Our deals close.
Reduce Risk & Secure the Close with a Deal-Ready Asset
Accelerate time-to-close by staging the business effectively so the first time you go to market is the only time. Our deals close.
Professionalize the Asset Before Launch for a Predictable Exit Process
As an investment banker, your success depends on deal velocity and certainty of close.
Too often, business owners present assets that are overly reliant on their decision-making, financially fragmented, and unprepared for institutional scrutiny — all of which pose significant risks to your mandate.
Horwich Strategic Advisors (HSA) acts as your pre-diligence partner to resolve these vulnerabilities. We provide the objective analysis and financial forecasting needed to transform an as-is company into a must-have enterprise asset. By “staging” the business before launch, we ensure your pitch is backed by clean data and your timeline remains predictable.
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Elevate Transactional Preparation with an Exit Planner Partner for Investment Bankers
Reduce Execution Risk
Resolve transactional and financial red flags months before launch to prevent costly surprises or delays during buyer due diligence
Accelerate Time-to-Market
Stage the business effectively by professionalizing the leadership team and cleaning up the financials before soliciting offers
Maintain Transactional Focus
Outsource deal and value risk so you can focus exclusively on high-level strategy, buyer reach, and final negotiations
Maximize Final Valuation
Implement a customized roadmap to optimize EBITDA and command a premium multiple from competitive buyers
The HSA Process
Equip your clients with a fixed-price assessment of their company’s marketability and action steps to ensure their exit expectations are anchored in reality before you go to market.
1. Market Check
Discover the current real value of your client’s business from a selection of good-fit investment bankers & private equity buyers while maintaining confidentiality
2. Bridge the Gap
Build value with a high-level strategy that closes the distance between your company’s current worth and your financial goals before you go to market
3. Prepare Without Pressure
Avoid six-figure deal fees and costly delays by having a deal-ready enterprise before beginning the process, so that your first time on the market is your only time
Featured Case Study
Approached by a leading entertainment equipment lessor seeking growth capital, HSA recommended exploring a $50 million private debt placement. Based on our market intelligence, we determined that private non-bank capital would likely outperform traditional options given the company’s profitability.
HSA identified and selected the best-fit investment banker to run the process. By creating a competitive environment and preparing the client for buyer scrutiny, we forced the incumbent lender to offer significantly better rates, improved covenants, and the elimination of the owner’s personal guarantee. The transaction closed within three weeks of the banker’s engagement.
Hear From HSA Clients
FAQ for Investment Bankers
Do you have an investment banking client looking to sell a business, but who isn’t ready for your services?
Refer them to HSA to act as an impartial pre-transaction partner. We specialize in transforming messy financials and a weak growth story backed up by a diligence-able forecast into a deal-ready asset. Our work provides the forecasting and roadmap needed to bridge the gap between their current state and the premium valuation you need to secure a mandate.
Will HSA compete with or undermine my firm’s process or valuation?
Not at all. We operate exclusively in the “staging” phase before companies go to market. Our work is designed to validate and strengthen your final pitch by providing a buyer-centric roadmap that justifies premium prices and multiples.
How does engaging HSA accelerate my deal timeline and mitigate execution risk?
By professionalizing your client’s “as-is” operations before you go to market, we eliminate the mid-transaction “surprises” that lead to retrading or deal fatigue. This ensures that you present a “must-have” asset when you launch the process, empowering a faster close and preventing the costly delays that often derail unsterilized deals.
How does HSA ensure client compliance, especially with complex requests or internal conflicts?
We drive client compliance by shifting the conversation from emotional resistance to a clear financial mandate. By using objective data and a “buyer’s-eye” perspective, we resolve stakeholder misalignment and save your team from the friction of mediating internal disputes.
What is the biggest advantage of referring a client to HSA before market launch?
Referring a client to HSA before market launch allows you to focus on what’s in your business model — creating the optimal market for the client. You don’t have the bandwidth to do the deep preparation work we do.