VALUEBRIDGE RESEARCH LLC
NAPLES, FLORIDA

For clients who want to leverage the firm’s research expertise and local knowledge, the firm offers a range of advisory services to assist private equity investors with portfolio investments in the region. We provide quality, bespoke advisory services at every stage of the investment process including deal flow generation, due diligence, portfolio value creation and exit planning. The firm has a longstanding, sophisticated and high-level network of relationships with local investors, business owners and thought leaders. We leverage these networks and utilize their decades long worth of senior leadership roles in business and government to generate proprietary middle market investment opportunities for our clients. Fully understanding the goals, concerns and dynamics of both sides of the transaction, we serve as a trusted bridge between the business owner, which in many cases is a multi-generation family run business, and our clients. Through the firm's unique approach to deal flow generation, it is able to consistently create non-auction investment opportunities for its clients. We assist clients develop and execute a value oriented top down investment thesis using our local area expertise. First, we provide clients with an objective picture of the investing landscape including a thorough understanding of the region's political, economic, regulatory, currency and sector risks. Second, we have an operations-focused analysis that connects our clients with the best business managers in the region. Some of our due diligence services include country/sector studies, market-entry analysis, executive briefings, monitoring services, strategic planning and comparative risk modeling. Post-investment and depending on the client's needs, we can work closely with owners and managers to develop a strategic plan to maximize returns. We have a passion for working with managers to enhance existing or new product lines under the framework of a more efficient and cost effective business model. Further, we assist with recruiting new talent to the portfolio company and managing the transition to ensure control. From the beginning we assist clients develop a realistic exit strategy with multiple alternatives that we link to the value proposition and investment plan for the portfolio company. When an IPO is not the goal we can, in some cases, identify a credible list of potential buyers quite early in the process. For clients who want to leverage the firm’s research expertise and local knowledge, the firm offers a range of advisory services to assist private equity investors with portfolio investments in the region. We provide quality, bespoke advisory services at every stage of the investment process including deal flow generation, due diligence, portfolio value creation and exit planning. The firm has a longstanding, sophisticated and high-level network of relationships with local investors, business owners and thought leaders. We leverage these networks and utilize their decades long worth of senior leadership roles in business and government to generate proprietary middle market investment opportunities for our clients. Fully understanding the goals, concerns and dynamics of both sides of the transaction, we serve as a trusted bridge between the business owner, which in many cases is a multi-generation family run business, and our clients. Through the firm's unique approach to deal flow generation, it is able to consistently create non-auction investment opportunities for its clients. We assist clients develop and execute a value oriented top down investment thesis using our local area expertise. First, we provide clients with an objective picture of the investing landscape including a thorough understanding of the region's political, economic, regulatory, currency and sector risks. Second, we have an operations-focused analysis that connects our clients with the best business managers in the region. Some of our due diligence services include country/sector studies, market-entry analysis, executive briefings, monitoring services, strategic planning and comparative risk modeling. Post-investment and depending on the client's needs, we can work closely with owners and managers to develop a strategic plan to maximize returns. We have a passion for working with managers to enhance existing or new product lines under the framework of a more efficient and cost effective business model. Further, we assist with recruiting new talent to the portfolio company and managing the transition to ensure control. From the beginning we assist clients develop a realistic exit strategy with multiple alternatives that we link to the value proposition and investment plan for the portfolio company. When an IPO is not the goal we can, in some cases, identify a credible list of potential buyers quite early in the process. For clients who want to leverage the firm’s research expertise and local knowledge, the firm offers a range of advisory services to assist private equity investors with portfolio investments in the region. We provide quality, bespoke advisory services at every stage of the investment process including deal flow generation, due diligence, portfolio value creation and exit planning. The firm has a longstanding, sophisticated and high-level network of relationships with local investors, business owners and thought leaders. We leverage these networks and utilize their decades long worth of senior leadership roles in business and government to generate proprietary middle market investment opportunities for our clients. Fully understanding the goals, concerns and dynamics of both sides of the transaction, we serve as a trusted bridge between the business owner, which in many cases is a multi-generation family run business, and our clients. Through the firm's unique approach to deal flow generation, it is able to consistently create non-auction investment opportunities for its clients. We assist clients develop and execute a value oriented top down investment thesis using our local area expertise. First, we provide clients with an objective picture of the investing landscape including a thorough understanding of the region's political, economic, regulatory, currency and sector risks. Second, we have an operations-focused analysis that connects our clients with the best business managers in the region. Some of our due diligence services include country/sector studies, market-entry analysis, executive briefings, monitoring services, strategic planning and comparative risk modeling.