Project VOR

Enterprise Value



Data Center Infrastructure Service Provider

Transaction Highlights

Agile represented this IT Services Company based in the South East United States under unique circumstances since one of the primary shareholders prematurely passed away.  Agile was engaged by the remaining shareholder and the deceased shareholder’s estate that had numerous beneficiaries, which created additional complexity.

Agile successfully leveraged its resources and expertise to maximize shareholder value while mitigating shareholder uncertainty during a strenuous transition period.

Maximizing Shareholder Value

  • Agile persuaded dubious shareholders to invest in a Quality of Earnings (Q of E) firm. This exercise paid off immediately, as they successfully identified approximately $500K of under-reported EBITDA by the Company’s internal accounting department. This increased shareholder value by over $4.0M in the transaction.
  • The Company also operated foreign entities and had excessive ‘trapped cash’ that initially could not be repatriated back to the US. We found a unique solution in structuring the transaction, thereby allowing the buyer to acquire the foreign cash and gross-up the purchase price, which benefited all parties.

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