COMPANY SALE
“PHD Advisors found us the right buyer on the right terms for sale of our company; then helped us close the sale.”
FROM GROWTH TO EXIT
Owners remember who was beside them when the decisions became real.
Selected comments and representative experience from engagements completed through DTA, PHD Advisors, and affiliated transaction professionals.
IN THEIR WORDS
Five owners. Five consequential journeys.
GROWTH · EQUITY · ACQUISITIONS
“Kyle and his team were critical partners during PNW Metal's growth, while we were bringing on a strategic equity partner, and supporting us through numerous successful acquisitions.”
RECAPITALIZATION
“PHD Advisors was instrumental in helping us negotiate a recapitalization of our organization, effectively allowing us the freedom to grow.”
VALUE CREATION · COMPANY SALE
“My family company worked with Paul and his team on the sale of our business. After working with us on improvements, they found several qualified buyers and helped us navigate the intricate process through conclusion.”
COMPANY SALE
“Paul was exactly who you want in your corner during a complex sale. He found the right buyer, got us a great number, and pushed the deal toward cash when it mattered most. Straight, sharp, and genuinely on our side.”
MORE CLIENT PERSPECTIVES
Different needs. The same commitment to the owner.
“PHD Advisors was instrumental in selling our company to the right buyer on the right terms.”
“PHD supported us in a deep, genuine and professional manner. I highly recommend their offerings.”
“PHD Advisors was very helpful in helping us understand and organize our business better.”
“PHD Advisors helped us better understand how to organize ourselves, plan and document consistently every quarter.”
“PHD helped us get a handle on our finances, allowing us to better understand our numbers.”
“PHD Advisors was instrumental in helping us franchise our company nationally.”
“PHD Advisors helped us raise capital in our A Round, which allowed us to double our store footprint.”
“PHD obtained our services to help one of their clients. They were also instrumental in improving organizational performance. Highly recommend!”
REPRESENTATIVE EXPERIENCE
Across industries and stages of ownership.
Organizations represented on DTA’s existing public results materials. The nature and scope of work varied by organization and may include consulting, financing, transaction, partner, or prior team experience.
PNW Metals
Tigunia
Intel
HP
IBM
Systech
Motorola
AMD
CES Industrial
Sistech Manufacturing
Evoke Wines
Ocean Fresh Seafoods
Fellow Barber
Glowtec
Devoción
Wicked Good