Maximize your value. And your optionality.

In today’s environment, change is constant. How you navigate your current challenges and plan for the future is critical to optimizing your business asset.  

Maybe you’re looking to stabilize operations for a successful transition. Perhaps you’re looking to improve financial performance to fund new growth. Or, you may be nearing a point of selling the business. Regardless of your stage or strategic objectives, we can help.

We call it exit readiness. Our proven process helps you maximize the value of the business, while providing optionality to hold, grow, or sell. As former founders and operating executives, we’re hands on. We work with you to ensure you are prepared for this critical inflection point, so that you can enjoy optionality and control to navigate with confidence. Because we’ve worked with private equity and strategic buyers, we know how to identify, prioritize, and strengthen the key drivers for a successful outcome.

Value Creation Model

We bring functional expertise to help owners and management teams conduct a rigorous assessment of where their business has the best opportunities to increase its value. This effort identifies the most promising near-term initiatives and longer-term strategic opportunities, establishes timelines with milestones, and calibrates the resources needed to meet them.

As executive-level veterans in public, private, and family-run enterprises, our firsthand knowledge lends significant transaction- and transition-related operating value to management teams to hold, grow, or sell the business.

Why choose
Cosgrove Partners?

  • Our analysis and experience provide the emotional and analytical intelligence to drive strong decision-making for business transformation and value-creation.

  • We leverage our knowledge of the middle-market private equity environment to guide your management team through the transaction cycle—setting expectations, preparing for transaction stresses, and resolving potential roadblocks in relation to audits, due diligence, and advisor meetings.

  • We apply cross-functional expertise – marketing/sales proficiency and middle-market operational perspective – to quickly assess complex situations and effect meaningful change.

  • We provide visibility into portfolio company operations that limits surprises. This executive-level and operating counsel help you make sound judgments that create a foundation for future growth.

Commercial Diligence as a Service

When you need an objective view of your business, or when you’re evaluating a potential acquisition or roll-up strategy of your own, we can help. Our functional and industry knowledge provides best in class commercial diligence to help equip you with facts and data to make the best decision. 

Analysis and validation are table stakes for any investment thesis. These decisions require an objective analysis of how the business functions competitively. Our assessment is driven by deep operational expertise to assess key areas, including:

  • Existing customer segments

  • Market size and trends

  • Competitive factors

  • GTM strategy

  • Sales and marketing leadership and execution

  • Finance and cash flow

  • Competitive advantage

  • Operational excellence

  • Culture and talent

  • Management team and next generation

This quantitative assessment is one-part research and fieldwork and one-part sophisticated financial analysis. In addition to conducting market intelligence, we interview the management team and customers for a well-rounded perspective of the business, its operations, and integration considerations.

“We would not be where we're at without Cosgrove Partners.”

“We, looking back after a year and a half, truly believe we would not be where we're at without Cosgrove Partners.”

David Sweet, Owner
Midwest Remediation