The Koan Group, Inc. – “Building Value With Values”

Industry Sectors:
•	Manufacturing & distribution
•	Business & consumer services
•	Communications & technology
•	Retail
•	Business process outsourcing
•	Construction, PM/CM, engineering
•	Real estate and development
•	Heavy equipment
•	Automotive manufacturing, sales & service
•	Import/export & international
•	Financial services
•	Entertainment
•	Oil, gas & mining
•	Healthcare & medical
•	Closely-held and family- and employee-owned
•	Non-profit
•	Government

Mergers & Acquisitions Advisory & Intermediary
With major business transactions of any kind, the challenges are built in. In addition to finding and evaluating buyers, sellers, partners, and new opportunities, the process often requires a sharply honed set of skills to keep all parties at the table as conflicting agendas play out and unexpected problems arise.

Having worked across many industries on transactions ranging in size from $500,000 to $100 million, we’ve developed the ability to help stakeholders find commonality and see opportunities to realize value that may not be apparent at the outset.

Our confidence and creativity in problem solving has often proved critical to ensuring a successful conclusion with lasting benefits for both parties.

Our services include:

	•	Strategic planning, analysis, and guidance
	•	Acquisition and competitive analysis
	•	Exit and succession planning
	•	Buy- and sell-side support, including searches, packaging, marketing, negotiations, and closing
	•	Business brokering and intermediation
	•	Management of the due diligence and definitive purchase agreement processes
	•	Valuations
	•	Non-organic growth strategies
	•	Sensitive and complex post-close integrations and transitions
	•	Post-acquisition support, including interim leadership, operational optimization and consolidation, and performance improvement
	•	Enhancing business value through performance improvement
	•	Financial planning, benchmarking, and modeling
	•	External debt and equity financing

“The Koan Group provided excellent advice and support throughout the acquisition process and was outstanding at keeping the parties at the bargaining table and focused on the end result, oftentimes in spite of conflicting agendas. They were able to continually find common ground that provided for a win-win transaction.”

Mike Roach
President
Studio Arts, LLC

“In spite of the poor climate for selling a business during the recent economic downturn, Kelly exhibited great determination, patience, and professionalism in crafting an approach that worked.”

Jon & Alma Weber
Co-Founders & Owners
Alma’s Designs .