Assisting a privately held mid cap firm achieve growth and exit.

Sector: Business Services

Service: Growth Management & Exit Blueprint

The Stats:

100%

Delivered to plan

Max

Shareholder value

Assignment

Oakton was engaged to assist the mid cap firm in achieving set growth targets and ultimately the sale of the business within a medium term horizon.

Process

The assignment included preparing the firm in advance of any advisory discussions. Audit reviews and action plans were established for all areas of the business to ensure maximum shareholder value. This addressed all areas of the operation; customer relationships, product, territory, people and process, back-office activity and supporting technology platforms. 

Result

This was a highly successful outcome. The growth management targets and exit blueprint requirements were all achieved within the prescribed timescale.

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