Fieldstone: Expertise

EXPERTISE

WE ADD VALUE THROUGHOUT THE
LIFECYLE OF A COMPANY.

As a company moves through its various stages of development, its financial needs and challenges evolve. From early-stage startups looking to gain a foothold, to mid-stage enterprises looking to fuel growth, to mature businesses transitioning to the next generation, Fieldstone’s broad expertise helps companies realize goals at every step along the way.
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With growth strategies that maximize long-term returns while minimizing dilution of owner equity. With capital sourcing to fuel acquisitions, expansions, and new equipment on terms friendly to ownership. With operational insight to help anticipate inevitable contingencies, with response plans. And with strategic analysis to drive business plan development, align marketing efforts, and position the company for success.
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As a business moves through each successive phase, we remain alongside – in many cases, operating as a virtual extension of the company’s management team.
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OUR EXPERTISE INCLUDES:

STRATEGIC GROWTH ADVISORY

Fieldstone works with companies to plan and execute creative growth strategies with a focus on minimizing dilution to the ownership of company entrepreneurs, while maximizing long term value. These strategies have been developed over our 30-year history of putting entrepreneurs and owners’ interest at the forefront of any growth strategy. As part of that “owner first” philosophy, we help assess the needs of the company, develop funding strategies, generate acquisition and merger targets, perform due diligence, negotiate transactions, and oversee the entire process – not just to the closing, but over the long term. Examples of transaction types in which Fieldstone has deep expertise include:

Mergers and Acquisitions
- - Buy and Build
- - Merge and Build
- - Selective Sell-Side
Growth-Oriented Recapitalizations (frequently with partial cash out)
Private Equity Financings
Employee Stock Ownership Plans (ESOP)
Organic Growth Strategies

CAPITAL SOURCING

Fieldstone has built deep relationships across a wide spectrum of capital sources – from family offices to large institutional lenders. We work diligently to assess the appropriate financial needs of our clients and strive to secure the appropriate funds in a manner most friendly to ownership. Our experience allows us to skillfully guide entrepreneurs through the often-complex process and advise them of any potential pitfalls. Capital sources may include:

Small and large family offices
Mezzanine Funding (through carefully structured subordinated debt)
Traditional Senior Debt and “Stretch Senior”
Asset-Based Loan (ABL) Financing
Private Equity Funding
Venture Capital Funding

OPERATIONS ADVISORY

Beyond financial expertise, Fieldstone provides constructive counsel and support to clients’ operational efforts – enabling them to achieve a strong, stable platform from which to grow. The breadth of our collective business experience is always at the disposal of the companies we serve, to help fill operational gaps. And while troubleshooting operational and administrative issues is routine to growing any business, we are always pleased to provide guidance. Advisory topics frequently include:

Market analysis
Contract Negotiations
Sourcing Advisors/Board Members
Patent Strategies
Corporate Structuring

STRATEGIC CONSULTING

Fieldstone assists clients in constructing and executing growth strategies, both organic and through acquisitions, to complement our buy-side advisory services. Our focus is on assessing core capabilities and mapping how those can be extended both internally and externally. We also assist new firms in business plan development, and work with both new and existing firms in developing marketing strategies and sales campaigns. Our strategic consulting focus includes:

Strategic Business Plan Development
Portfolio Optimization
Market Segmentation and Profit Pool Assessments
Technology Commercialization Strategies
Joint Venture Strategies
Sales and Marketing Campaigns
Project Feasibility Assessments