Situation –Help an $18M privately held company find a CEO

Results – Set up and lead the search team. We interviewed over 60 candidates. The team interviewed seven and culled that list to 3 for the final interviews and selection by the Board of Directors. Lead the negotiations with the final candidate.

Situation –An upscale kitchen & bath design business, which was a privately held business, wanted to sell the business.

Results – Found a qualified buyer, counseled both parties, and put the deal together, representing both parties. NorthPointe led the negotiations, which successfully closed the deal in early 2024.

Situation -An arrangement was made for a general manager to acquire the business where they were employed.

Results – NorthPointe Strategy Group did all the financial forecasting for the acquisition, including meeting with the client’s bank to arrange financing. NorthPointe also did a valuation to help the client determine the right price and provided negotiating strategies for the buyer.

Situation -A buyer wanted to acquire a Fire Safety Training business and needed help preparing financial forecasts and statements of cash flows.

Results—NorthPointe Strategy Group did all the financial forecasting for the acquisition, including meeting with the client’s bank to arrange financing. NorthPointe also did a valuation to help the client arrive at the right price and provided negotiating strategies for the buyer.