SlideShare a Scribd company logo
1 of 11
Webinar: How Strategics Can Avoid Losing Deals to
Private Equity Buyers
Connected Growth Platform
Helping600alternativeassetsfirmslead,notlagcompetition
ButcherJoseph & Co. is an investment bank headquartered in St Louis with coverage in Chicago, Washington,
DC, and Charlotte, NC. ButcherJoseph provides investment banking advisory services to middle market
companies. With more than $7 billion in successfully completed Employee Stock Ownership Plan transactions,
ButcherJoseph & Co. is known as a leader in the ESOP field.
About Butcher Joseph
Masco Corporation is one of the world's largest manufacturers of brand- name products for the home
improvement and new home construction markets. Comprised of more than 20 companies, the Masco family
operates nearly 60 manufacturing facilities in the United States and over 20 in other parts of the world.
About Masco Corporation
Today’s Themes:
• Key differences between financial and strategics buyers
• Formalizing your deal sourcing processes
• Leveraging sector knowledge to impress sellers
• Due diligence best practices
• Establishing a personality and culture match with sellers
Nicholas Donato
Compliance Specialist,
Navatar
David Lake
Vice President,
Butcher Joseph
Eli Slack
Corporate Development
Associate,
Masco Corporation
Speakers:
Taking an “Institutional Approach” to Deal Sourcing
Blackford Capital reviewed an average of 4,682
deals/year between 2011-2015, compared to
1,260 deals/year from 2008–2010.
Leaders Receive More Deals and Better Deals
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
2008 2009 2010 2011 2012 2013 2014 2015
DEALS RECEIVED
0
5
10
15
20
25
LOIs Issued LOI Submitted LOI Signed Deals Closed,
Recaps, Exits
Deal Quality
Average
2008-2010
Average
2011-2015
Since implementing Navatar, Blackford Capital
has also increased its quality of deal flow.
Navatar
Roll-Out
0
5
10
15
20
25
LOIs Issued LOI Submitted LOI Signed Deals Closed,
Recaps, Exits
Deal Quality
Average
2008-2010
Average
2011-2015
Questions?
To learn more about Navatar, please contact Nicholas Donato.
Email: ndonato@navatargroup.com
Phone: 212-863-9655 ext. 3662
To learn more about Masco Corporation, please contact Eli Slack.
Email: Eli_Slack@MascoHQ.com
Phone: (313) 792-4435
To learn more about Butcher Joseph, please contact David Lake.
Email: david.lake@butcherjoseph.com
Thank You

More Related Content

Similar to How Strategics Can Avoid Losing Deals to Private Equity Buyers

Backlog capital executive_summary
Backlog capital executive_summaryBacklog capital executive_summary
Backlog capital executive_summary
BCapital
 
Presentation 4 of 4
Presentation 4 of 4 Presentation 4 of 4
Presentation 4 of 4
Brian Hawkins
 
Not-For-Profit Advisory Group Newsletter - Volume 3
Not-For-Profit Advisory Group Newsletter - Volume 3Not-For-Profit Advisory Group Newsletter - Volume 3
Not-For-Profit Advisory Group Newsletter - Volume 3
Matthew H. Johnson
 
DDR & Associates
DDR & AssociatesDDR & Associates
DDR & Associates
mjdoron
 

Similar to How Strategics Can Avoid Losing Deals to Private Equity Buyers (20)

Save Locally Business Vision(R3)
Save Locally   Business Vision(R3)Save Locally   Business Vision(R3)
Save Locally Business Vision(R3)
 
Backlog capital executive_summary
Backlog capital executive_summaryBacklog capital executive_summary
Backlog capital executive_summary
 
Corporate Profile - English
Corporate Profile - EnglishCorporate Profile - English
Corporate Profile - English
 
Presentation 4 of 4
Presentation 4 of 4 Presentation 4 of 4
Presentation 4 of 4
 
Community investment group
Community investment groupCommunity investment group
Community investment group
 
07.19.2018 Understanding the Sell Side M&A Process for a Private Company
07.19.2018 Understanding the Sell Side M&A Process for a Private Company07.19.2018 Understanding the Sell Side M&A Process for a Private Company
07.19.2018 Understanding the Sell Side M&A Process for a Private Company
 
10 Nonprofit Trends Shaping 2020
10 Nonprofit Trends Shaping 202010 Nonprofit Trends Shaping 2020
10 Nonprofit Trends Shaping 2020
 
Not-For-Profit Advisory Group Newsletter - Volume 3
Not-For-Profit Advisory Group Newsletter - Volume 3Not-For-Profit Advisory Group Newsletter - Volume 3
Not-For-Profit Advisory Group Newsletter - Volume 3
 
I-Byte Financial Services April 2021
I-Byte Financial Services April 2021I-Byte Financial Services April 2021
I-Byte Financial Services April 2021
 
Making an impact
Making an impactMaking an impact
Making an impact
 
The World's Best Online Financial Derivatives Institution 2023.pptx
The World's Best Online Financial Derivatives Institution 2023.pptxThe World's Best Online Financial Derivatives Institution 2023.pptx
The World's Best Online Financial Derivatives Institution 2023.pptx
 
Enabling Growth For The Innovation Ecosystem
Enabling Growth For The Innovation Ecosystem Enabling Growth For The Innovation Ecosystem
Enabling Growth For The Innovation Ecosystem
 
Vivaldi UK Capabilities | Financial Services
Vivaldi UK Capabilities | Financial ServicesVivaldi UK Capabilities | Financial Services
Vivaldi UK Capabilities | Financial Services
 
Be part of something big
Be part of something bigBe part of something big
Be part of something big
 
Intrapreneurship programs for new growth
Intrapreneurship programs for new growthIntrapreneurship programs for new growth
Intrapreneurship programs for new growth
 
Why Attend The Growth Conference
Why Attend The Growth ConferenceWhy Attend The Growth Conference
Why Attend The Growth Conference
 
DDR & Associates
DDR & AssociatesDDR & Associates
DDR & Associates
 
Ddr Ppp
Ddr PppDdr Ppp
Ddr Ppp
 
Four Things Economic Development Prospects Want
Four Things Economic Development Prospects WantFour Things Economic Development Prospects Want
Four Things Economic Development Prospects Want
 
Productivity Mgmt Project - Zaxby's
Productivity Mgmt Project - Zaxby'sProductivity Mgmt Project - Zaxby's
Productivity Mgmt Project - Zaxby's
 

More from Navatar

More from Navatar (8)

ESG Is No Longer Optional. What Every Private Equity Manager Should Know
ESG Is No Longer Optional. What Every Private Equity Manager Should KnowESG Is No Longer Optional. What Every Private Equity Manager Should Know
ESG Is No Longer Optional. What Every Private Equity Manager Should Know
 
Six Fallacies of Proprietary Deal Sourcing
Six Fallacies of Proprietary Deal SourcingSix Fallacies of Proprietary Deal Sourcing
Six Fallacies of Proprietary Deal Sourcing
 
How Family Offices Win Direct Deals
How Family Offices Win Direct DealsHow Family Offices Win Direct Deals
How Family Offices Win Direct Deals
 
Finding Your 'ESG Mindset' with Invest Europe
Finding Your 'ESG Mindset' with Invest EuropeFinding Your 'ESG Mindset' with Invest Europe
Finding Your 'ESG Mindset' with Invest Europe
 
How Top M&A Advisors Create Intelligent Target Lists
How Top M&A Advisors Create Intelligent Target ListsHow Top M&A Advisors Create Intelligent Target Lists
How Top M&A Advisors Create Intelligent Target Lists
 
Segmenting the Investor Community to Boost Fundraising
Segmenting the Investor Community to Boost FundraisingSegmenting the Investor Community to Boost Fundraising
Segmenting the Investor Community to Boost Fundraising
 
How to Win M&A Deals in an Uncertain Europe
How to Win M&A Deals in an Uncertain Europe How to Win M&A Deals in an Uncertain Europe
How to Win M&A Deals in an Uncertain Europe
 
The New Rules for Investor Relations (Alternative Assets)
The New Rules for Investor Relations (Alternative Assets)The New Rules for Investor Relations (Alternative Assets)
The New Rules for Investor Relations (Alternative Assets)
 

Recently uploaded

20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf
Adnet Communications
 
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
dipikadinghjn ( Why You Choose Us? ) Escorts
 

Recently uploaded (20)

(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
 
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
 
(INDIRA) Call Girl Mumbai Call Now 8250077686 Mumbai Escorts 24x7
(INDIRA) Call Girl Mumbai Call Now 8250077686 Mumbai Escorts 24x7(INDIRA) Call Girl Mumbai Call Now 8250077686 Mumbai Escorts 24x7
(INDIRA) Call Girl Mumbai Call Now 8250077686 Mumbai Escorts 24x7
 
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
 
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
Vip Call US 📞 7738631006 ✅Call Girls In Sakinaka ( Mumbai )
 
(Vedika) Low Rate Call Girls in Pune Call Now 8250077686 Pune Escorts 24x7
(Vedika) Low Rate Call Girls in Pune Call Now 8250077686 Pune Escorts 24x7(Vedika) Low Rate Call Girls in Pune Call Now 8250077686 Pune Escorts 24x7
(Vedika) Low Rate Call Girls in Pune Call Now 8250077686 Pune Escorts 24x7
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
 
Pooja 9892124323 : Call Girl in Juhu Escorts Service Free Home Delivery
Pooja 9892124323 : Call Girl in Juhu Escorts Service Free Home DeliveryPooja 9892124323 : Call Girl in Juhu Escorts Service Free Home Delivery
Pooja 9892124323 : Call Girl in Juhu Escorts Service Free Home Delivery
 
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
 
Stock Market Brief Deck (Under Pressure).pdf
Stock Market Brief Deck (Under Pressure).pdfStock Market Brief Deck (Under Pressure).pdf
Stock Market Brief Deck (Under Pressure).pdf
 
Basic concepts related to Financial modelling
Basic concepts related to Financial modellingBasic concepts related to Financial modelling
Basic concepts related to Financial modelling
 
20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf
 
The Economic History of the U.S. Lecture 18.pdf
The Economic History of the U.S. Lecture 18.pdfThe Economic History of the U.S. Lecture 18.pdf
The Economic History of the U.S. Lecture 18.pdf
 
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
 
The Economic History of the U.S. Lecture 20.pdf
The Economic History of the U.S. Lecture 20.pdfThe Economic History of the U.S. Lecture 20.pdf
The Economic History of the U.S. Lecture 20.pdf
 
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane  6297143586 Call Hot Indian Gi...Booking open Available Pune Call Girls Shivane  6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
 
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
 
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(DIYA) Bhumkar Chowk Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
 
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
Best VIP Call Girls Noida Sector 18 Call Me: 8448380779
 
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
 

How Strategics Can Avoid Losing Deals to Private Equity Buyers

  • 1. Webinar: How Strategics Can Avoid Losing Deals to Private Equity Buyers
  • 3. ButcherJoseph & Co. is an investment bank headquartered in St Louis with coverage in Chicago, Washington, DC, and Charlotte, NC. ButcherJoseph provides investment banking advisory services to middle market companies. With more than $7 billion in successfully completed Employee Stock Ownership Plan transactions, ButcherJoseph & Co. is known as a leader in the ESOP field. About Butcher Joseph
  • 4. Masco Corporation is one of the world's largest manufacturers of brand- name products for the home improvement and new home construction markets. Comprised of more than 20 companies, the Masco family operates nearly 60 manufacturing facilities in the United States and over 20 in other parts of the world. About Masco Corporation
  • 5. Today’s Themes: • Key differences between financial and strategics buyers • Formalizing your deal sourcing processes • Leveraging sector knowledge to impress sellers • Due diligence best practices • Establishing a personality and culture match with sellers
  • 6. Nicholas Donato Compliance Specialist, Navatar David Lake Vice President, Butcher Joseph Eli Slack Corporate Development Associate, Masco Corporation Speakers:
  • 7. Taking an “Institutional Approach” to Deal Sourcing
  • 8.
  • 9. Blackford Capital reviewed an average of 4,682 deals/year between 2011-2015, compared to 1,260 deals/year from 2008–2010. Leaders Receive More Deals and Better Deals 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 2008 2009 2010 2011 2012 2013 2014 2015 DEALS RECEIVED 0 5 10 15 20 25 LOIs Issued LOI Submitted LOI Signed Deals Closed, Recaps, Exits Deal Quality Average 2008-2010 Average 2011-2015 Since implementing Navatar, Blackford Capital has also increased its quality of deal flow. Navatar Roll-Out 0 5 10 15 20 25 LOIs Issued LOI Submitted LOI Signed Deals Closed, Recaps, Exits Deal Quality Average 2008-2010 Average 2011-2015
  • 10. Questions? To learn more about Navatar, please contact Nicholas Donato. Email: ndonato@navatargroup.com Phone: 212-863-9655 ext. 3662 To learn more about Masco Corporation, please contact Eli Slack. Email: Eli_Slack@MascoHQ.com Phone: (313) 792-4435 To learn more about Butcher Joseph, please contact David Lake. Email: david.lake@butcherjoseph.com

Editor's Notes

  1. Overview of your pipeline – compare pipeline metrics by time period, stage, deal quality
  2. Which intermediaries gives you the most deals
  3. This is a case study of one of our customers, Blackford Capital, showing how they have built a deal engine to improve their deal flow. They have differentiated themselves in the mid-market space using a metrics-driven approach. Since implementing Navatar, they have experienced both an increase in the quantity and quality of deals.