Blog

Reflections on the Kansas City Market and our clients (Part 2 of 2)

My previous blog highlighted some of trends we are seeing in the Kansas City market in the industries and clients we serve.  These trends can be verified by sources such as the recent Country Club Capital Advisors report on M&A activity The State of M&A in Kansas City

The trends of services support needs across all the companies also share some things in common. Here are some of the most common services we’ve provided most recently:

  1. Due diligence services –digging into the financial, operational and growth areas of the targeted company with expedited delivery times. This includes mining data out of multiple systems and arranging the data in common ways to enable further analysis. It also includes really understanding the human capital side of the transactions.
  2. Risk management – identifying potential areas of risk, categorizing the risk and developing mitigation plans.
  3. Project management – reducing the overall transaction timelines by bringing all the stakeholders together through defined processes to make efficient use of everyone’s time.
  4. Data analytics – Identifying data in ways to better support the company decision making (client profitability, sales executive effectiveness, product profitability, etc.). including gathering data and external market comparisons.
  5. Executive decision making – Improving the quality of data so that better decisions can be made on selling/buying prices, quality of earnings, future potential for profits and clear integration plans that deliver results for the buyers. All this is ‘fact based’ versus gut decision making.  And all of this is focused on growth goals and execution.
  6. Post Merger Integration – specific, actionable plans that cover the first 90 days of an acquisition that provide business results in line with the original investment acquisition thesis and goals.
  7. Operating partner roles – Flexible, highly skilled resources that can fill either a short term or longer term role such as a CEO, CFO, COO, HR, Sales or Operations.

These are exciting times given the strength of our economy and the aging population.  The younger workforce is bringing in new ways of thinking and working and challenging past paradigms.  The time is right for companies to challenge their existing business models and methods of operations In order to prepare for the future.

Jim Wadella, Owner – Founder