Investment

Realize Value: Even When Your Business Isn't Performing Well

Options. Resources. Funding. "What are my options to exit my business?" "Is there a way to exit my business without giving it away?" These are the tough questions faced by many business owners today. As you consider ways to realize the value you have built over the years and reap the rewards of your efforts, consider Platinum's experience in investing in troubled businesses. Our guidance in the following areas will help you realize and accelerate value for any kind of investment:

  • Options. There are many ways to structure a deal. Let's sit down and talk about what may work for you. Perhaps you want to pull some dollars off the table, but want to stay involved. Or maybe you simply are tired and need to make an exit. From owner exit or retirement to selling outright, creating an ESOP to moving from owner to manager, Platinum can help. A Business Owner Transition Guide is a good resource to jump-start your process.
  • Resources. Platinum has been investing in businesses for 15 years, so we have many resources we can tap into to help you accomplish your goals. Bankers, mezzanine lenders and equity sponsors collaborate to facilitate a transaction that works for your particular situation. A little creativity doesn't hurt, either. Browse our tools, articles and case studies for a taste of what we can offer.
  • Funding. Owners who have made the decision to sell some or all of their business may look to Platinum Holdings as a buyer. Platinum Holdings invests in companies that are:
    • Led by owners who are planning for a transition,
    • Poised for growth yet limited by capital or management resources, or
    • Troubled yet promising due to strong, underlying intrinsic value.

Investment Approach

Since 1996, Platinum Group has been investing in companies that are experiencing tough times. In difficult situations, Platinum is able to put on its creative hat and structure investments that satisfy both buyer and seller. Platinum has invested in 17 companies with 13 successful exits thus far, and we're proud of the IRR of greater than 50% that we've been able to accomplish. As you consider ways to realize the value you have built over the years and how to reap the rewards of your years of efforts, consider Platinum's experience in investing in troubled businesses.

Platinum has well-defined investment criteria:

  • $5-50 million revenues
  • Manufacturing, distribution, service companies
  • Companies that have experienced success, but are in tough times

Investment History

In each of the following situations, Platinum was able to put on its creative hat and structure an investment in the company that satisfied both buyer and seller.

Investment Expertise

Announcements

Events

A monthly transition story and roundtable discussion for successful business owners pursuing next steps in their businesses and lives.

Featured topic for March: Two Options for Finding Successors

Over 18,000 family or closely held business owners in Minnesota will come to a realization in 2012 that it’s time to turn the reins of leadership and ownership, over to someone else. Where will today’s owners find the right person or team to make this transition possible? Our experience shows that succession can easily take five years or longer to envision, plan, select, develop and implement. And a lot can change over five years.

Join us March 13th to learn more about family and privately held succession plans. Using real case studies presented by Transition Resource Group members we will look at options for finding successors for your business.

With real situations as the catalyst, we expect lively questions and dialog around why and how these succession plans developed and were successful.

Our Transition Forum is confidential with voluntary participation. There is no obligation or cost beyond your breakfast each month. Trusted advisors are welcome when accompanied by a client or business owner approaching transition . . . someone who has moved from dreaming to worrying about how to step into real transition. Owners – bring your transition advisor!

The Transition Breakfast Series will be held at 8000 Norman Drive, Bloomington in the 2nd floor conference room (watch for Platinum signs). The event begins at 7:30 a.m.

Cost is $25 in advance or $30 payable at the door. Please e-mail Donna Gray with questions, or if you are unable to attend after registering. We hope you will join other business owners in learning from shared transition experiences.

Subscribe to newsletters, announcements and updates from the Platinum Group.