GROWTH CAPITAL PARTNERS EXPANDS
VALUATION SERVICES PRACTICE
HOUSTON, TX (May 28, 2009) – Growth Capital
Partners, L.P. (“GCP”), a Houston-based
investment and merchant banking firm, today announced
the expansion of its Valuation Services Practice. This
initiative continues GCP’s long history
of providing financial advisory services to middle-market
companies. The expanded practice will be
headed up by Sean Flinn who brings extensive
business valuation experience gained while working
for Duff & Phelps, a global financial advisory
firm specializing in business valuations for
financial reporting and tax purposes. At
Duff & Phelps, Mr. Flinn conducted numerous
financial reporting and tax valuations of middle-market
companies.
The valuation of a privately held middle-market
company requires an advisor with substantial
experience, sound judgment, and knowledge of
relevant market data. GCP's long, well
respected history in the middle-market combined
with its fresh, in-depth knowledge of the private
capital markets and middle-market transactions
uniquely qualifies and positions the firm to
expand its valuation advisory services offerings
within that segment of the market. "We
have been working in the middle-market for a
long time and have a very good understanding
of what drives valuation from a practical perspective;
this knowledge base will enable our valuation
practice to carefully consider the reasonableness
of a valuation conclusion as we draw upon direct,
relevant experience" commented David Sargent.
Valuation services are usually required as the
result of an event or in the context of long-term
strategic planning activities. Long-term
strategic planning can involve transferring a
business to a second generation, collateralizing
intangible assets, or management incentive and
compensation plans. With entrepreneur-led
businesses, the owner’s personal financial
planning, such as for gift or estate tax purposes,
triggers the need for valuation services. Of
particular interest right now is the effective
use of lower company valuations in the transfer
of business interests for wealth planning. With
the current depressed valuations in the marketplace,
potential changes in tax laws (including the
elimination of private company discounts), and
the expectation of rising tax rates, business
owners are wisely seeking the advice of both
valuation and legal experts to optimize the wealth
planning process. Below are some services
GCP’s valuation practice can offer:
Tax Valuations |
Legal Disputes |
Strategic Corporation
Valuations |
- Gift/Estate
Tax
- Charitable Contributions
- Intra-Family Sale to Trusts
- Tax/Wealth Planning (GRATs)
|
- Divorce
- Buy-Sell Agreements/Disputes
- Contractual
Disputes
- Economic Loss
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- Management
Succession and Ownership
- Transfer
- Intangible Asset
Valuations
- Stock Appreciation Rights
- ESOP
Update Valuation
- Minority Shareholder Actions
- Management
Compensation
- Stock Option Plans
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About Growth Capital Partners
Since its founding in 1992, Growth Capital Partners
has provided financial advisory services to private
and public middle-market companies. GCP has completed
in excess of 250 transactions, raised more than
$1 billion of institutional capital (through
private placements of equity, subordinated, and
senior debt), and completed M&A transactions
with an aggregate value in excess of $4 billion. Through
its GCP affiliate, Southwest Mezzanine Investments (“SMI”), GCP assists
clients with subordinated debt with warrants investments. With $65 million
currently under management, SMI seeks to invest $2 to $6 million in middle-market
companies that are seeking capital to finance internal growth, add-on acquisitions
or to execute a recapitalization.
For additional information on valuation or financial
advisory services, please contact us by visiting
our Team Page.
Source: Growth Capital Partners, L.P.
member FINRA – SIPC
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