strategic advisement

Trunnion guides businesses through growth and transition. We specializes in sell-side advisory for private companies seeking an exit.

FOCUS ON YOUR FUTURE

STRATEGIC ADVISEMENT SERVICES

Trunnion provides successful outcomes for companies seeking an exit with 3-5 years. Our collaborative approach connects owners with investors. We execute holistic exit optimization initiatives before transition of ownership.

Our leadership assists owners in improving business performance and preparing for transition. At the same time, we help investors source investments primed for growth.

We evaluate, prioritize, implement, and connect in critical situations.

Sell Side Preparation & Advisory

Transition Management

Performance Improvement

Our Process

  • Evaluate

    We evaluate the business to identify opportunities that will cultivate value and begin to formulate a realistic exit plan.

  • Prioritize

    We prioritize the areas of the business that will benefit most in a reasonable exit timeframe relative.

  • Implement

    We implement the necessary changes prioritized, measure the results, and adjust. The collaborative process works closely with ownership, the leadership team, and employees.

  • Connect

    Through this process we are facilitating connections with investors so they can learn more about an organization and follow the progress. This process allows a deep understanding as well as a comfort level with each other.

HOW WE HELP

We Help Company/Owners:

  • Strategic Planning and Management Coaching

  • Profitability and Operational Improvement

  • Validation of Valuation

  • Exit Positioning: Supported Financial Models

  • Choice of Exit: Built in Buyer vs. Std. Process

  • Network of Others

We Help Acquirer:

  • Extension of Deal Sourcing Team

  • Well Developed Investment Thesis

  • Transparent Access

  • Improved IRR with Optimization Prior to Close

  • Relationship Based Purchase/Bid Process Eliminated

  • Quick Standard Close Process

  • Fuller understanding