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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

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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

Notas do Editor

  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.