Here’s how we can work together!

Overview:

We recognize the years of work that our clients have dedicated to growing their businesses. If the path to maximizing value includes the sale of a business, we commit to running a customized process focused on realizing value for shareholders, management, and company employees.

The pH Partners Process

  • Create marketing materials, including a detailed financial model and management presentation carefully designed to highlight the most value-creating growth opportunities
  • Utilize our broad network of sector relationships to develop the pool of potential buyers
  • Coordinate a creative approach to managing buyer contact, whether it be an exclusive process or broad auction
  • Interact closely with management, board of directors and share holders regarding timing, structure and negotiation of the transaction
  • Navigate unique family situations and dynamics
  • Identify and consider tax strategies and estate planning issues

Overview

pH Partners takes a unique approach to capital formation. We seek out capital and strategic partners to help grow your business. Our capital provider universe includes the following:

  • Traditional growth equity / venture capital
  • Strategic syndicates of equity
  • Hybrid and vertically-focused funds
  • Highly patient, family office capital

The pH Partners Process

  • Develop a thorough understanding of near and long-term shareholder objectives and develop a recommendation for an ideal capital structure
  • Craft an investment thesis designed to differentiate and highlight the opportunity for prospective partners/investors
  • Create marketing materials, including a financial model and detailed management presentation, that articulate the growth story to be fueled by a new capital infusion
  • Evaluate each potential partner’s ability to provide value-added benefits that enhance growth initiatives
  • Negotiate and structure a financing solution customized to meet our client’s stated objectives

Overview:

pH Partners recognizes that certain clients and technologies benefit most from validating strategic partnerships.

  • Unlocking significant value creation
  • Leading to subsequent value inflection points

Examples of strategic partnerships we have brokered include:

  • Telemedicine company partnering with a leading diagnostic company to enable new distribution channels
  • Innovative LNP delivery technology license with leading biotechnology company
  • Sales and distribution partnership for oncology diagnostic company with leading central lab

The pH Partners Process

  • Identify the strategic stakeholders in the patient journey, engage them then align interests and priorities
  • Engage Stakeholders and align interest / priorities
  • Create a wide array of potential, mutually-beneficial partnerships
  • Ensure the client received maximum value for their hard work and expertise they bring to the partnership

Overview:

pH Partners is a private investment vehicle offering creative capital solutions across the capital structure. We offer an alternative to traditional private equity and venture capital –our funds are comprised of industry-leading family offices, private investors, and thought leaders across a variety of industries.

Whether we’re financing an acquisition, infusing growth capital, or providing liquidity to founders, we are partners in fueling your company’s growth.

Target Investment Attributes:

  • Established, cash-flow businesses with a reference-able operating history
  • Strong brand in niche segments
  • Undergoing strategic change via acquisition or founder transition
  • Superior management teams

Deal Types:

We are open to a variety of equity and debt structures, as well as partnering with other strategic or financial capital providers

Engaging pH Partners: Our engagement structures foster long-term relationships focused on driving shareholder value and succeeding together. The earlier we engage with our clients, the greater impact we can have guiding you through an envisioned transaction. We welcome the opportunity to engage with clients 12 months or more ahead of time.

Connect with pH Partners

pH Partners is a boutique investment banking firm delivering a complete suite of financial and strategic advisory solutions to provide our clients with quality service and attention across Healthcare, Life Science, and Middle Market sectors.