We specialize in serving businesses that are in "transition"; owners nearing retirement who lack a succession plan.
Newcastle approaches every SEM project with one goal – to provide our client with unmatched level of service that allows them to unlock and maximize stakeholder value. Our extensive relationships and wealth of industry experience and knowledge guides our success.
We incubate horizontal industry consolidations. Our team recruits operators of small businesses and aligns them with others in the same industry segment. Our process shows them how to maximize and unlock the value of their business through consolidation followed by integration, corporate growth and synergistic expansion.
We approach each consolidation with the focus and objectivity that is often an elusive critical component in the M&A process, providing clients with a clear psychological, economic and financial understanding of attaining maximum business value, the capital markets and the deal process.
We inform and involve business owners in the consolidation process and insulate them from unnecessary distractions. NCC helps protect valuable relationships with employees, customers, and suppliers during times of uncertainty. Our broad expertise in the industry segment allows us to swiftly identify, and discretely communicate with quality sellers and buyers, creating acquisition and succession opportunities for the business. Newcastle will then help navigate the often difficult waters of negotiating a fair value and resolving issues that may challenge the ability to close the transaction.
Newcastle will custom tailor an SEM project to ensure that it meets a client’s strategic objective. Our project development, management and job costing processes define each task, assign resources, duration, and budgetary costs. SEM then tracks, monitors and measures the process from inception through consolidation to liquidity. It compares milestones against pre-defined metrics, budgetary versus actual costs and durations, and provides variances to assess outcomes. Each step of the project becomes controllable, manageable, assessable and replicable...making it very scalable and efficient.
Newcastle has a track record of successfully raising private equity and debt capital for consolidations in the financial services industry. We assist consolidations in raising capital to recapitalize operations, finance acquisitions, buy-out existing shareholders, or for growth of the business.
One of our key roles during the capital raising process is to assist our clients in determining the best way to structure their capital needs and to ensure they are ready to attract institutional capital. With a solid framework in place, Newcastle will utilize its extensive contacts in the capital market to communicate a compelling story for the business via private placement memorandum that enhances the consolidation’s ability to attract capital. We assess the fit of available capital providers to the needs of the firm to ensure that the consolidation is matched with the right capital partner. We often co-invest our managed funds with the capital partner to demonstrate our confidence in the business and the transaction.
As the capital raise develops, Newcastle will actively negotiate for the best valuation attainable in the market. Our process is designed to attract optimal bids from multiple capital sources – investors who will compete for the opportunity to align with your business. NCC will assist the consolidation in evaluating the market responses to capital raising and will help ensure that the right transaction closes without unnecessary delay.
Newcastle’s advisory service is designed to assist clients’ understanding of options when complex issues arise. We help businesses understand and identify critical economic drivers and generate executable strategy that enhances the value of the business. Our experience allows us to clearly evaluate the risks and value impact of various opportunities and capital structure during times of consolidation, integration, development, growth and liquidity, as well as during times of stress on the business. The profession also brings objectivity and creative solutions to situations when relationships are strained, which in the end, helps resolve conflict and preserves value for all parties.