Constellation Partners provides advisory and strategic consultation services to family owned and privately held businesses. We help build and implement strategic and tactical roadmaps to enhanced enterprise value enabling owners and senior leaders to achieve personal wealth and business goals.

Our approach is modeled after private equity investors who play a unique role in the business ecosystem and possess an unusual combination of skills. They are at home in a variety of setting such as buying, selling, operating, attending to governance matters, and providing value add oversight and mentorship at the board and management level. Our consultation and advisory approach utilizes the skills and services private equity investors provide to their portfolio companies.

Our mission is to serve clients at the intersection of a variety of functions often touching upon human capital, banking and finance, management consulting and buy-side / sell-side support. We bridge a wide range of professional skills and services and place them within easy and useful reach of clients and their company. Whether it is advising on acquisitions, supporting management teams through challenging times, transferring businesses successfully to the next generation or owner, or working with families and their businesses, we deliver client specific solutions across abroad range of scenarios and circumstances.

Constellation Partners strategic improvements typically are in the following areas:

Strategy - Enterprise Valuation Optimization; Exit Alternatives Assessment; Strategic Planning; Succession Planning; Assessing and Integrating Acquisitions; Corporate Governance

Finance - Cash Flow Analysis and Management; Balance Sheet Assessment; Lender Assessment and Restructuring Efforts; Real Estate "High and Best Use" Assessment and Recommendations; Capital Sourcing

Human Capital - Key Talent Assessment; Leadership Development Plans; Management Architecture; Board of Directors Selection

Private Equity Service - Deal Leadership and Due Diligence; Transaction Vendor Selection; Owner Advocacy; Pre & Post Transaction Planning