OCP Is Leading Growth in the San Diego Life Science Community

Posted June 04, 2018 by OCP | Post a Comment

"Working with life science companies is not like serving other industries. There are myriad legal and financial eccentricities - accounting for multiple financing sources makes accounting especially complex, for instances and protecting intellectual property is key. Early-stage companies may need their hand held as they focus on the science and outsource everything else." San Diego Business Journal

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Business Valuation, Healthcare, Life Sciences, Press News, Capital Raise & Financing, Strategic Advisory

Selling Your Company: How to Respond to An Unsolicited Offer to Buy Your Business

Posted April 23, 2018 by OCP | Post a Comment

You received an inquiry or offer to buy your company - now what?

An unsolicited acquisition offer for your business can come as a surprise. If you haven’t considered selling your company or you are 3-5 years out from your planned exit, you may be caught off guard. This can lead to stress and worry about making the right decision in order maximize the sales price.

No matter what your industry of focus is, there are some key strategies you should employ when faced with an inquiry or offer to acquire your company.  The decision you make must be an informed decision in alignment with your objectives.

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Business Valuation, Healthcare, Life Sciences, Blog Article, Sell-Side M&A, Business Services, Technology, Consumer

Objective Capital Partners Expands its Investment Banking Practice to Serve Owners of Lower Middle Market Companies

Posted October 19, 2016 by OCP | Post a Comment

 

San Diego, CA- October 20, 2016 - Objective Capital Partners, a leading M&A investment banking firm focused on transactions for companies with enterprise values up to $500MM, is pleased to announce an expansion of their transactional and advisory services with the establishment of its Lower Middle Market Investment Banking Practice (LMM).  The LMM Practice applies Objective Capital’s highly engineered transaction processes to serve entrepreneur-led companies having revenues of $3-15MM, assisting business owners with mergers & acquisitions and capital raising transactions.

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Business Valuation, Press News, Capital Raise & Financing, Sell-Side M&A, Business Services, Strategic Advisory

Anatomy of a 409a Valuation

Posted October 18, 2016 by OCP | Post a Comment

By Channing Hamlet

Managing Director, Objective Capital Partners

Overview

In the wake of a number of accounting scandals in the early 2000s (Enron, Tyco, WorldCom), the IRS enacted new legislation, Section 409a, to curb perceived abuses in deferred compensation.  This was mainly a reaction to executives of these companies withdrawing significant cash from their deferred compensation plans at a time when the companies were failing and shareholders were left holding the bag.

In typical IRS fashion, the reaction was significant and far-reaching.  As a result, Section 409a is a large and relatively complex body of legislation. To boil it down to a simple concept: if a company provides guaranteed compensation to a recipient, taxes are due at the time the agreement is made rather than when the compensation is paid.

As part of 409a, beginning December 31, 2008 the IRS required private companies to perform formal valuation analysis when granting stock options to ensure that the strike price of the option is granted at or above fair market value of the Common Stock.  Going back to the spirit of 409a described above, if the strike price is below fair market value, the recipient is supposed to recognize income.  As part of the 409a regulation, the IRS provides a safe harbor for companies that choose to work with a qualified appraiser.

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Business Valuation, Blog Article

Objective Capital Partner’s Channing Hamlet to Address Value of Investment Bankers in Company Sale Transaction

Posted September 26, 2016 by OCP | Post a Comment

San Diego, CA – September 27, 2016- Objective Capital Partners, a leading M&A investment banking firm focused on transactions for companies with enterprise values up to $500 million, is pleased to announce that Channing Hamlet, one of its Managing Directors, will be a guest panelist speaker at the Association for Corporate Growth (ACG) San Diego meeting to be held on Tuesday, October 18, 2016.  Mr. Hamlet will be joined by fellow panelists Steve Moon, Managing Director of Duff & Phelps Securities, John Henberger, Jr., President of Henberger Group and Jeremiah Mann, Managing Director of Intrepid Investment Bankers.  The panel will be moderated by Bill Lynch, VP of ProFinance, and will address the important topic of How Investment Bankers Increase Company Sale Value. A separate breakout session will be conducted after the program specifically for C-Level executives and business owners to allow them to ask questions of the panelists and speakers. The event is sponsored by BDO, Procopio and Vantage Point and will be held at Lomas Santa Fe Country Club in Solana Beach, CA from 7-9 AM. Breakfast is provided with registration for the event.

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Business Valuation, Press News, Buy-Side M&A, Sell-Side M&A

Manage Your Business to Achieve Maximum Price When You Sell

Posted September 22, 2016 by OCP | Post a Comment

By Channing Hamlet
Managing Director, Objective Capital Partners

For business owners to truly assess the potential value of their business, they must first understand what drives business value in their industry. While at a very high level one can use metrics like Enterprise Value (EV)/Revenue or Enterprise Value (EV)/ EBITDA multiples to assess rough hypothetical values, the reality is that each industry has a unique valuation metric that is used to assess businesses that operate in a particular space or sector. Additionally, there are a number of factors besides just growth and profitability that drive significant value.

Successful business owners and leaders create, understand and track specific metrics that increase the value of their business. This article was written to assist you in defining the things to think about in order to manage and grow the value of your business.

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Business Valuation, Blog Article, Sell-Side M&A

Objective Capital Partners Offers Business Valuation Services to Portfolio of Offerings

Posted July 20, 2016 by OCP | Post a Comment

San Diego, CA- July 19, 2016 - Objective Capital Partners, a leading middle market investment bank focused on transactions for growth and mid-sized companies with annual revenues up to $500 million, provides dedicated Business Valuation Services. Objective Capital combines its extensive investment banking experience with valuation offerings to provide leading transaction services, strategic advisory as well as tax and financial reporting for clients.

Over the past several years, the firm has routinely advised Boards of Directors and business owners on complex strategic decisions related to business value,

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Business Valuation, Press News

This article is provided for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities. While the information provided herein is believed to be accurate and reliable, Objective Capital Partners and BA Securities, LLC makes no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person.

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Contact Us

San Diego Office:
3636 Nobel Dr., Suite 160
San Diego, CA 92122

Los Angeles Office:
10100 Santa Monica Blvd., Suite 300
Los Angeles, CA 90067

Trever Acers
Managing Director
858.663.8662 telephone
trever.acers@objectivecp.com

Channing Hamlet
Managing Director
858.342.4939 telephone
channing.hamlet@objectivecp.com

David H. Crean, Ph.D.
Managing Director
858.461.9490 telephone
david.crean@objectivecp.com

Jack J. Florio
Managing Director
858.864.4339 telephone
jack.florio@objectivecp.com