For executives and business owners of mature companies trying to determine the next step in their journey, REAG offers comprehensive advisory services tailored to lower middle market complexities.
Our comprehensive expertise covers:
The REAG Advantage:
Guide founders and executive teams relying on over two decades of experience
Ability to navigate complex situations and propose both traditional and unconventional solutions
Concise, transparent, consistent communication with stakeholders
Execute a fluid process that aligns short term actions with the long term vision to achieve winning outcomes for our clients
Partner with REAG to develop and execute a strategic change with confidence.
Your unique objectives drive the strategy. Our tailored process ensures your priorities shape every step while taking into account:
We align your short term actions to achieve your long term vision.
Our expert advisors provide deep market insights and a comprehensive approach that includes optimizing capital structures, managing investment strategies, and facilitating strategic mergers and acquisitions. This tailored strategy is designed to maximize financial benefits and align with long-term growth objectives. With REAG’s full support, you are equipped to make informed decisions and successfully execute your strategic financial plans.
By providing precise insights and actionable strategies, we empower lower middle market businesses to make informed decisions, optimize resource allocation, and secure a competitive edge in their sectors.
Featured Industries
REAG provides comprehensive strategic planning and capital advisory services for mature companies (revenue up to $250M, EBITDA $2M-25M) seeking to align their actions with long-term vision. Our expertise covers:
- Strategic planning and execution
- Third-party sales and acquisitions
- Management buyouts
- Generational transfers
- Strategic partnerships
- Recapitalizations
- Turnarounds & restructurings
- Capital structure optimization
- Investment strategy development including attracting and obtaining growth capital
Our approach stands out through:
- Two decades of lower middle market M&A experience
- Deep understanding of private capital market dynamics and industry trends
- Creative problem-solving capabilities for complex situations
- Comprehensive analysis of market conditions and lending environment
- Focus on aligning short-term actions with long-term vision
- Clear, consistent stakeholder communication
- Fluid process adaptation to changing circumstances
Our process follows these key phases:
We analyze multiple critical factors:
- Market dynamics and industry trends
- Current lending environment
- Competitive landscape
- Valuation multiples
- Operational capabilities
- Financial resources
- Management team strength
- Growth opportunities
- Risk factors
- Capital structure options
- Industry benchmarks
Our capital advisory services include:
- Capital structure optimization
- Debt and equity financing options
- Cash flow management
- Working capital optimization
- Risk management strategies
- Financial modeling and analysis
We assist with various strategic initiatives:
- Market expansion
- Product line diversification
- Operational efficiency improvements
- Technology modernization
- Organizational restructuring
- Growth through acquisition
- Strategic partnerships
- Joint ventures
REAG tailors each strategic planning engagement to your specific business needs, focusing on results rather than rigid timelines. Our approach adapts to:
- Your unique business challenges
- Industry complexity
- Organizational readiness
- Strategic goals
- Implementation preferences
Whether you need comprehensive transformation or targeted adjustments, we deliver value-maximizing solutions with transparent communication throughout the process.
We support implementation through:
- Clear action plans and timelines
- Regular progress monitoring
- Performance metric tracking
- Stakeholder communication
- Strategy adjustment as needed
- Resource allocation guidance
- Risk management support
We have particular expertise in:
- Chemicals
- Manufacturing & Fabrication
- Electronic Manufacturing Services
- Specialty Plastics
While maintaining capabilities across industrial, business services and healthcare sectors.
While we recommend formal reviews every 3-5 years, we also suggest:
- Annual progress reviews (company, valuation, industry and market)
- Updates for significant market changes
- Adjustments for major business events
- Regular monitoring of key metrics
- Periodic stakeholder alignment checks
Executive involvement includes:
- Vision and goal input
- Strategy review and approval
- Resource commitment decisions
- Implementation oversight
- Progress monitoring
- Stakeholder communication
REAG facilitates the process while ensuring executive engagement at key points.
Our approach to challenging situations includes:
- Rapid situation assessment
- Immediate action plan development
- Cash flow management strategies
- Stakeholder communication planning
- Operational improvement initiatives
- Capital structure optimization
- Risk mitigation strategies
Our comprehensive service offering includes:
- Initial business valuation and market assessment
- Exit strategy development and planning alongside Certified Exit Planning Advisors (CEPAs)
- Preparation of professional marketing materials (Teaser and Confidential Information Memorandum)
- Identification and qualification of potential buyers
- Confidential market outreach and buyer engagement
- NDA management and information exchange
- Management meeting preparation and facilitation
- Deal negotiation and structure optimization
- Due diligence coordination and management
- Transaction closing support
- Coordination with other professional advisors (legal, tax, etc.)
Contact us to schedule a strategy session where we will:
- Understand your current situation
- Discuss your long-term vision
- Review potential strategic options
- Address initial questions and concerns
- Outline next steps in the process
Contact us at 833-333-REAG (7324) or email info@reag.com to schedule your discussion.
See what our clients say about us
“Deal sourcing is critical to our business, and finding the right partner to augment internal efforts is vital. REAG demonstrated experience and success in generating leads. They took time to understand investment criteria and who we are to provide prospects insight. In doing so, they’ve become an extension of our team. Their knowledge, trustworthiness and proactive approach, especially through Jaclyn Ring, has significantly contributed to success in finding opportunities. In my 15 years at MCM, we’ve hired various organizations with varying success, but REAG’s strategic, knowledgeable approach makes them a highly recommended deal sourcing partner.”
MCM Capital
Schedule a discovery call with our senior advisory team so we can understand your needs.
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