Case Study : Management Buyout of Family-Owned Business

The second-generation owners of a well established regional Home Improvement retail chain sought to transition ownership to company management. No family members were involved in company management, while the well-regarded company management team had very limited financial resources.

  1. Kellogg worked with all stakeholders to evaluate their capabilities, needs and expectations.
  2. Based on his analysis of the company and market, an equitable purchase price was established and agreed to by all parties.
  3. Kellogg then developed a creative financing structure that allowed management to obtain ownership control, while minimizing seller taxes. At the same time, adequate financial strength was ensured at the operating company.
  4. Kellogg oversaw the entire process, from evaluating all parties’ needs, to structuring the transactions, and pushing all parties to a successful closure.

Case Studies

What Our Clients Say

“Because of Dave's large-bank experience and his desire to work with small entrepreneurial companies, he is able to be a highly effective bridge between entrepreneurs and financing sources. He provides much more, however, by getting directly involved with the details of the business plan.”

- Randy Spencer, CEO
  Concordia Manufacturing, LLC

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