The 24-Month Advantage

Research shows that companies engaging quality advisory services 24+ months before exit achieve 1.7x higher valuations than those waiting until the final 12 months. Yet traditional firms focus only on the deal, not the preparation that makes great deals possible.

We built our services around this fact.

Our Services

Most consultants and investment banks show up for the transaction. We show up for the preparation. While traditional investment banks have become skilled at running formulaic, five-month sale processes, these rarely drive real value or premium outcomes. At OBR, we take a different approach. We don’t just package your business—we partner with you to deeply understand what drives growth, what’s possible, and what isn’t. We prepare, not react.

ACCELERATING GROWTH

24-18 months before transaction

FOUNDATIONS

Accelerating business performance is an imperative to attracting the best investors for your business. We work with CEOs, Founders and Boards to strengthen the 7 key ingredients that drive sustainable growth and improve valuation:

1. Achieve enduring product-market fit

2. Maximize market visibility, demand and reputation

3. Relentless external orientation

4. Nurture healthy team culture

5. Build leadership alignment and conviction

6. Simplify operating model

7. Efficient capital deployment

What OBR Delivers:

Every client is in a different situation and facing different operational challenging but some of the outcomes delivered by OBR includes: Higher performing team. Comprehensive business benchmark and growth strategy. Operational improvements that accelerate performance. Team alignment and culture optimization. Customer satisfaction and retention enhancement. Revenue and EBITDA optimization

INVESTMENT PREPARATION

18-6 months before transaction

NARRATIVE

All great businesses need to tell a great story. Sounds simple, but it’s harder than you think. We help you craft and refine the complete narrative that contributes to a maximum valuation,  while we begin building relationships with the right investors and acquirers.

What OBR Delivers:

1. Investment story development and positioning

2. Pitch deck creation and financial modeling

3. Market analysis and competitive positioning

4. Investor and acquirer identification and relationship building

5. Due diligence preparation and data room organization

6. Management coaching around presentation and dialogue

The OBR Difference:

While others prepare for transactions, we prepare for outcomes. By identifying and building relationships with potential partners early, we create competitive tension and better terms when you're ready to transact.

SELL-SIDE REPRESENTATION

6-0 months to close

TRANSACTION

When it's time to transact, we are prepared with the full context of your business story to quickly identify the appropriate universe of buyers. Leveraging our extensive networks, we will ensure that we get you in front of the decision makers to share your story.

What OBR Delivers:

1. Full sell-side M&A representation

2. Capital raising advisory and execution

3. Buyer/investor sourcing, outreach and negotiation

4. Deal structuring and term optimization

5. Transaction management through close

The OBR Difference:

We use proprietary technology that accelerates processes and improves investor matching. Our competitive pricing reflects our commitment to long-term partnerships vs. one-time transactions. “Partner heavy” execution throughout the entire process.

HOW WE WORK WITH OUR CLIENTS

Flexible Engagement Models

Our engagement model is entirely flexible, full journey partnership or specific targeted engagements we will support in whatever way our Clients need. What’s more our pricing reflects our commitment to long-term outcomes, not just transaction completion.

“Partner heavy” Throughout

Engagements are led by a minimum of one partner from initial strategy through to deal close. Typically there will be multiple partners as we aim to bring the best OBR and its network to bear on your business.

Technology Companies Only

We focus exclusively on technology and software businesses where success depends on coordinating teams and functions toward common outcomes rather than managing complex manufacturing or logistics operations.

AI & Technology Enabled Delivery

We leverage in-house proprietary software tools to accelerate routine processes and analysis, improve investor matching, streamline due diligence and data management and focus our expertise on strategic decision making and relationship building

Continuous Partnership

This isn't a linear process that always leads to exit. Our retainer model means we're aligned with your long-term success, whether that leads to investment, acquisition, or continued independent growth..

Emerging Companies Only

We serve companies with $25-500M in enterprise value that are too small to get proper attention from bulge bracket banks but we bring Tier-1 expertise and experience that most boutiques don’t offer.

GET IN TOUCH

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