Privately Held Company

A consumer goods company with year over year growth of over 50%+. In light of the need for more capital and business expansion opportunities, we conducted a full financial analysis, including projections, cash flow, KPI, sales cycle, vendor negotiations, etc.  Once we had an understanding of the business needs, we were able to help them navigate towards capitalization solutions that suited those needs. Upon accessing capital solutions appropriately, it allowed them to plan their growth more efficiently and work towards additional opportunities for expansion.

The company next looked to further expand their business by acquiring a complementary product line, Masthead Financial & Capital Advisors assessed potential acquisitions and assisted in the process of due diligence to determine if the companies would be a good fit.  We worked with the company from a financial and operational perspective to assess the opportunities.  We conducted full risk assessment and financials analysis to determine fit and form of a possible acquisition for the company.  The company still looks for ongoing acquisition opportunities and Masthead works side by side with the business during their ongoing efforts.