Strategic and M&A Consulting

Risk analytics firm

We provided consulting to the company’s owner and a potential investor to assist with negotiations related to the sale of an equity interest in the business.

Business which owned several beauty salons

We assisted with a valuation of the company and a minority interest as part of negotiations related to the buy-out of a shareholder.

Privately held, family winery based in Sonoma County

We completed a valuation analysis to assist with a management buyout of the company.

Private company specializing in management training and performance enhancement

We assisted the client with valuation analyses for negotiations with a potential acquirer (an international publicly traded company). Clairent was asked to assist target management after it received a low, initial offer from the acquirer. Within 24 hours of presenting Clairent’s valuation models and value proposition to the acquirer (which included an emphasis on the value of certain IP developed by the client), the initial offer for the client’s business was tripled.

Provider of event marketing strategies, meetings management, and event production

We valued the company and a minority interest as part of planning and negotiations related to the buy-out of the minority interest shareholder.

Owner of a healthcare services-related trade name

We assisted with valuing the subject trade name to assist the client with negotiations with a potential buyer.

Privately held branding agency

We assisted with a valuation of the company and a minority interest as part of negotiations related to the buy-out of the minority interest shareholder.

Reviewed by Frank, Rimerman + Co. LLP

Award-winning cocktail and hospitality firm

We provided consulting to assist management with negotiations associated with the planned buyout of a partner’s ownership in a popular neighborhood bar and restaurant. Our analysis included valuations related to multiple elements of the subject business pursuant to provisions in a buy-sell agreement, including the operation’s overall business enterprise and certain intangible assets.

Privately held developer of broadband television solutions

We assisted with valuation calculations associated with a customer-related asset for use by management for planning and negotiations related to a potential acquisition.

Publicly traded semiconductor equipment manufacturing company

  • Assisted with monetizing non-core technology and IP. Provided the client with detailed analyses of various value scenarios related to the subject IP by major market and application, as well as evaluating several strategic options, including the direct sale of the IP or a joint venture.
  • The client ultimately ended up selling the subject IP for a purchase price which was in the range of the valuation scenarios prepared.

Pharmaceuticals division of a publicly traded company in Asia

  • Assisted client with assessing the value potential of over 20 pipeline drugs specifically in the Japanese market. Collaborated with department heads at the University of California in San Francisco to incorporate specific technical feedback for each drug associated with efficacy, side effects, ease of use, prospects for approval considering drug development stage in Japan, drug costs, market size, and existing / pipeline competitive drugs.
  • Deliverable was a comprehensive binder which included a detailed summary for each drug of technical / market observations and value calculations which was ultimately used by management to make strategic decisions related to prioritizing company resources and its budget.

Company involved in the manufacturing, marketing, and sale of various food, snacks, and beverages worldwide

We valued a subsidiary to assist management with evaluating the potential sale of the business.