Our firm believes that every client is unique and important; therefore, our philosophy is to provide each client with an integrated and customized solution tailored to meet their specific needs and objectives. For engagements involving our corporate advisory services, including buy-side, sell-side, corporate finance and corporate development services, Founders typically works with clients that meet the some or all of the following criteria:
We do make exceptions to these typical criteria on a case-by-case basis, and are especially focused on servicing smaller companies in our technology and healthcare practices. Specifically for these two industries, our typical criteria are extended to include companies that have:
Furthermore, Founders understands the opportunities and challenges facing family-owned companies as they address the operating requirements of their business and the evolving and sometimes divergent interests of their family shareholders. We realize that human dynamics are often paramount in aligning family objectives with those of the business, whether the issue at hand is selecting an internal or external successor to manage the family business or providing liquidity to a family member not directly involved in the business.
As such, we recognize that family businesses have many constituencies. They include family members actively involved in managing the business, family members who rely on their ownership position in the business as a significant source of current income or personal wealth, non-family managers and employees, customers, suppliers and the local community where the business is located. Our goal is to help families achieve unanimity among all of these constituencies as they embark on strategic initiatives to grow, recapitalize or sell their business.