Orchard Street Partners
Business Transition
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Business Transition Services

Orchard Street Partners offers a distinctive combination of management experience and professional insight to clients facing the many challenges associated with the integration of a new business or the restructuring of an existing business.

We offer clients more than 25 years of senior management experience in the financial services industry, helping make the analysis and execution of your own business transition projects that much simpler and ultimately that much more successful.  Especially in today's environment of "slimmed-down" and "lean" management teams, we can be that key ingredient to add to your team.

We stand ready to assist in a variety of situations including.......

  • revitalization of mature businesses
  • strategic outsourcing strategies
  • pre-acquisition due diligence
  • integration of newly acquired businesses
  • re-engineering of distressed businesses

Consolidation of the Financial Services Industry

The unprecedented disruption of the Global Financial Markets has put into motion what many predict will be the single largest consolidation and overhaul of the Financial Services Industry in history.  How will your organization adapt to these changes? 

This is a consideration for both organizations that are managing their way through their own mergers and acquisitions and every organization that buys or sells financial services and products in these changing markets.

Who uses our services.....

CEO's

CFO's and COO's

Turnaround Specialists

Start-Ups

Business Line Managers

Private Equity Partners

Strategic Investors

Commercial Lenders

Bankruptcy Professionals

Assimilating New Businesses 
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Pre-Acquisition Due Diligence: We offer our clients a "specialist" approach to a variety of key steps along the way to acquiring a new business.  Having directly managed more than 50 acquisitions of financial services companies over the past 10 years, Orchard Street Partners executive team provides its clients with the vital "pragmatics" to ensure they get their deal right.  We offer assistance in many areas including:
  • market analysis and target selection
  • target financial analysis
  • opportunity analysis for target revenue enhancement and cost reductions
  • client retention assessments
  • local licensing and regulatory qualifications
  • risk assessments
Business Conversion and Integration: Our extensive experience in completing successful and timely business conversions helps us assist our clients in developing sound conversion plans and in efficiently integrating new businesses into their organization. We offer assistance at many points along the way including:
  • identifying key locations and staff retention programs
  • finding that elusive "operating leverage"
  • creating conversion plans
  • client retention and assimilation strategies
  • designing your "next" management structure
  • creating successful revenue growth and business development strategies
  • creating objective metrics for measuring success

Strategies for Existing Businesses

Mature Businesses

We assist clients by bringing "fresh thinking" to their mature business models.  Whether it's exploring new markets, related products or strategic opportunities, we can provide the key ingredients to help you determine what might be next for your business.

Some of the areas where we can lend our own experiences to your current situation include:

  • identification of industry best practices
  • how to build new markets
  • sourcing new technologies to lower costs and build market advantage
  • staff development strategies
  • building industry partner programs
  • exploring partial divestitures
  • growth through acquisition

Distressed Businesses

Whether you are buying a distressed business as an opportunity or tasked with turning around an existing underperforming business, we offer clients an extra sense of "objectivity" that can be crucial to selecting pragmatic solutions to turn a business around.  Management teams often can be too close to the problems exhibited by poorly performing businesses to understand how to dig out. 

You can rely on us in a number of ways including:

  • creating realistic revenue and profitability expectations for future performance
  • identifying new technologies to cut cost
  • exploring defensive acquisitions
  • sourcing new management talent
  • building industry alliances
  • cost containment strategies

For more information please call our executive team at 516.503.9007.