Nelson Equity
Development,
LC
Investment Banking Services
Management Consulting
OVERVIEW
NELSON EQUITY DEVELOPMENT, LC provides investment banking and management consulting services to closely held companies including:
· Acquiring or selling businesses and their assets or capital stock as going concerns, while keeping the process confidential
· Developing customize succession planning for privately-owned business owners.
· Developing (identifying, evaluating and assembling) financing for business transactions
· Developing financing for new ventures or projects
· Analyzing and explaining market values of closely held companies
· Enhancing the profitability of businesses or effecting turn-arounds of troubled business entities.
PRIVATE INVESTMENT BANKING SERVICES
NELSON EQUITY DEVELOPMENT, LC represents buyers and
sellers in effecting sales, acquisitions and recapitalizations of closely held
companies. Our acquisition search
clients include dozens of private equity investment firms and strategic buyers
who seek opportunities to acquire companies outright or to make minority or
majority investments in a wide variety of operating companies including
manufacturers, distributors and service and information technology providers.
CONFIDENTIALITY
Confidentiality is crucial in all transactions involving closely held
companies. Business owners need to prevent disclosure of pending transactions
to employees, customers, suppliers or competitors. We carefully observe
procedures designed to keep all aspects of transactions pursued on behalf of
our clients strictly confidential, even the identity of parties involved in
contemplated transactions.
MARKETING BUSINESSES
Our market making services include:
· identifying and evaluating sellers, buyers, investors and opportunities;
· analyzing enterprise values and making pricing recommendations;
· writing marketing documents;
· helping negotiate, structure and finance transactions;
· serving as a creative mediator in developing mutually beneficial agreements.
SUCCESSION PLANNING
Privately-held companies need comprehensive long-range and short-range emergency plans for ownership and management succession to assure continuity and on-going viability of their business enterprises.
EFFECTING ACQUISITIONS
We serve clients who are investors or buyers, by identifying and evaluating
acquisition candidates. We are matchmakers who discreetly approach targeted
businesses and initiate and facilitate the acquisition process.
RECAPITALIZATIONS
Recapitalization transactions consist of new capital infusions by investors who
wish to become passive "partners" with entrepreneurs and their
management teams. These investors have no interest in participating in
management except as members of boards of directors. Their objectives are to
support entrepreneurs and management teams in "win-win" arrangements
in which all the parties benefit by helping one another.
Objectives business owners achieve through Recapitalizations are:
· attracting capital to fund growth opportunities generated internally or by acquisitions;
· producing liquidity for themselves and their families;
· securing financial partners who will be sources for future capital infusions.
Best of all, they achieve these objectives while retaining control of their
businesses.
VALUATIONS
Company owners request our opinion of their companies' market values for many easons, not all of which are related to sales. Estate
planning, insurance issues, dispute resolutions and taxation matters all may
require an expert valuation. We specialize in determining intangible
"going concern" values of operating companies of all kinds.
MAKING THE RIGHT DEAL
Making the right deal is a matter of pursuing the
greatest possible number of sources and opportunities. In addition to our own
substantial database, NELSON EQUITY DEVELOPMENT, LC works with a large network
of capital sources and other M&A consulting firms. This network provides us
access to hundreds of owners and buyers of middle market manufacturing,
distribution and service businesses with values in the range of $1 million to
$250 million. Click here to read profiles of representative buyers and
investors: Profiles.
MANAGEMENT CONSULTING
Corporate finance is our area of special expertise. We provide consulting
services to management teams which do not need full-time corporate finance
specialists of their own. We also help entrepreneurs who are planning,
establishing and managing new companies. From time to time, any business may
need assistance in developing business plans and financial forecasts.
We work with lenders, creditors and investors to restructure existing financial
arrangements or to attract new debt or equity capital. Our services also
include effecting turnarounds and enhancing profitability for companies which
are troubled or are simply not realizing their full potential.
Developing a financial forecasting model is a key to effective management. Such
models facilitate the creation of budgets and forecasts for comprehensive
business plans. In addition, they prove invaluable in measuring and predicting
the effects of various decisions or eventualities on operations and financial
condition. Models answer questions such as "how much working capital will
be needed to double our sales?"
We cooperate with other consultants with other areas of expertise and can,
therefore, be the source for general and other specialty consulting services.
MISSION
STATEMENT:
...to help our clients pursue transactions which will enhance their equity values while keeping their business affairs confidential.
SATISFIED CLIENTS
"...your ability to handle both the business and the personal
intricacies of the transaction was significantly important in ultimately
concluding the sale."
-- R.D. Moake, attorney, Milwaukee , WI
PRINCIPAL
David J.
Nelson
President and Operating Manager
Summary Resume:
NELSON EQUITY DEVELOPMENT, LC - Active since 1978. Founded predecessor (DJ
Nelson & Co) and served as partner in a similar firm, Taylor, Nelson &
Co., during an interim period.
Financial Vice President, Iowa Paint Manufacturing Company, Inc., Des Moines,
Iowa, 1973-1978.
Chief Financial Officer, Mid-America Foods, Inc. and Farmegg
Products, Inc., Humboldt, Iowa, 1968-1973.
Irving Trust Company, New York, N.Y., 1964-1966.
M.B.A. Harvard
Business School ,
1968; A.B. Harvard College
Click here for David J. Nelson resume: Complete Resume.