Case Studies

Case Study: Lifelong Friends Become Business Partners

Buy-Side, Case Studies /

Two long-time friends became business partners and hired Calder Capital’s Buy-Side team to assist in their search efforts. The partners both have strong finance backgrounds, and after successful corporate careers, they decided to join together and find a business to acquire. Their investment strategy focused on manufacturing and business service companies in cities across the […]

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Case Study: Building Infrastructure to Reduce Burnout and Boost Growth

Case Studies, Exit Planning /

Exit Planning Client Profile Industry: Commercial HVACLocation: West MichiganRevenue: $7M annually\ Background & Challenges Following a consultation with Calder Capital’s Exit Planning Team and completion of Calder’s 50 Value Factors Assessment, it became evident that the owner of a rapidly growing commercial HVAC company in West Michigan was juggling too many responsibilities. With responsibility for

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Case Study: Persistence Pays Off – From Seasoned Operator to Local Business Owner

Buy-Side, Case Studies /

Calder assisted an experienced entrepreneur who had previously owned several businesses and was ready for his next venture in acquiring a strong, locally based company. After trying to find an acquisition independently, he turned to Calder for a more targeted and effective approach. What followed was a high-touch, off-market process that culminated in a successful

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Case Study: Exit Planning for Landscaping Companies

Case Studies, Exit Planning /

Exit Planning Client Profile Industry: Landscaping Services Annual Revenue: ~$3M EBITDA: ~$250K Location: Midwest USA Background & Challenges After years of casual discussions with Calder Capital’s Sell-Side Director, Garrett Monroe, a landscaping business owner agreed to a valuation of his business. While the business had a limited scope for operational improvements, it was operationally sound

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Case Study: Preparing a Service-Based Business for Market

Case Studies, Exit Planning /

Exit Planning Client Profile Industry: HospitalityAnnual Revenue: $8MEBITDA: $1M Background & Challenges After going through Calder Capital’s valuation process, this company’s owner sought to improve her valuation so that she could achieve a $3M price. With a desire to exit within 12 months and little time to waste, Calder’s team introduced Exit Planning as a

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Case Study: Optimizing Business Readiness for a Successful Exit

Case Studies, Exit Planning /

Exit Planning Client Profile Industry: Automotive Accessories & ServicesAnnual Revenue: $7MEBITDA: $2M Background & Challenges After an initial unsuccessful sales process that saw intensive buyer interest, but no traction, ownership engaged Calder Capital’s Exit Planning team. Here were the initial roadblocks to a successful sale: Calder’s Exit Planning Approach Recognizing that the business was not

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Case Study: Profitable Restoration Service Provider

Case Studies, Sell-Side /

This case study by Calder Capital highlights how an effective marketing approach led to remarkable sales success for a niche restoration service company. TTM EBITDA of the Restoration Company at the time of sale: $9,560,000 Results after confidentially, yet aggressively marketing the business: 195 buyers returned confidentiality agreements and were approved to receive the CIM.

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Case Study: Niche Machining Manufacturer 

Case Studies, Sell-Side /

Calder Capital’s recent case study on a niche machining manufacturer highlights the effectiveness of a robust marketing strategy in achieving exceptional sale outcomes. Adjusted EBITDA of the Niche Machining Manufacturer at the time of sale: $890,000 Results after 40 days of confidentially, yet aggressively marketing the business: Top three offers received: Our client accepted the

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Case Study: From Experienced Executive to Ownership

Buy-Side, Case Studies /

Calder assisted a seasoned executive with over 20 years of corporate leadership experience with the sourcing and execution of a proprietary acquisition to help him realize his dream of becoming a business owner. It is worth noting that the buyer spent nearly two years beforehand searching on his own without success. Here’s a short overview

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Case Study: Calder Buy-Side Advisory Completes Successful Transaction

Leave a Comment / Buy-Side, Case Studies /

After less than six months of prospecting, Calder Capital announced that a supplies distribution buy-side client has purchased a packaging supply company in the Midwest region. Our client initially approached us in early Spring, with the goal of expanding their industrial and warehouse supplies business via acquisition. The client sought to penetrate deeper into their

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