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(917) 562-9610

OUR SERVICES

Connecting Unique Businesses with Capital Sources

At Podium Partners, our clients benefit from the personalized attention of a boutique firm, combined with the expertise and resources typically associated with larger institutions. Our commitment to excellence and relentless focus on delivering results set us apart in the competitive landscape of investment banking services. 

M&A Planning and Preparation

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Key M&A planning and preparation services

  • Financial analysis

  • Personal and virtual meetings to understand your business model

  • Financial modeling

  • Valuation report

  • Business operating scorecard

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Contact us today to learn more about how we can help you achieve a successful sale of your business.

      Selling your business can be overwhelming—especially while keeping day-to-day operations running. Much like preparing a home for sale, a well-run, profitable, and financially sound business attracts better buyers and higher offers.

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      At Podium Partners, we know what acquirers look for. Our M&A planning and preparation package helps you get your business sale-ready, ensuring a smoother process and stronger outcome. Let us guide you every step of the way.


      By organizing your financials, strengthening and preparing your management team, reducing customer and vendor concentration, and generating more repeat or recurring revenue, your business will be a lot more attractive to both strategic and financial buyers.

Business Handshake Meeting

M&A

At Podium, our expert team proactively identifies and evaluates potential M&A opportunities, leveraging deep industry knowledge and an extensive network of relationships to ensure alignment with our clients' strategic objectives. As seasoned professionals, we adeptly structure and negotiate transaction terms, focusing keenly on minimizing risk and maximizing value. 

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Capabilities

  • Deal origination      

  • ​Valuation​

  • Financial modeling

  • Deal marketing

  • Deal structuring

  • Negotiations

  • Due diligence

Stock Market Analysis

Growth Capital

We are committed to providing our clients with tailored growth capital advisory services. Podium advises companies with established business models on how to secure growth capital from strategic growth partners to expand operations.  

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Capabilities

  • Sourcing and securing the right type of capital

  • Financial modeling

  • Asset-based financing

  • Bridge loans

  • Business development & strategic guidance

  • Creating and/or refining investor decks

  • Deal terms and negotiations

  • Ensuring alignment with clients long-term business objectives

Collaborative Office Work

Consulting

We pride ourselves on offering bespoke consulting services that empower our clients to achieve their strategic goals and confidently navigate the ever-evolving business landscape. At Podium Partners, we believe that the most important part of consulting is providing actionable advice and solutions to our clients.

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Capabilties

  • Valuation reports

  • Cap table analysis

  • M&A planning and preparation

  • Preparation of detailed financial and operating models 

  • Budget planning and budget to actual analysis

  • Opportunity assessments

  • Other outsourced CFO-level tasks and responsibilities

  • Preparations of board presentations and company overviews

  • Project assessments and case study preparations

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