What is Integrated Advisory?

Why does Vaughan Capital Advisors choose to work with companies trading in M&A transactions between $15 million and $100 million?

Because we are normally working very closely with the owner and operator of the business (“owner operator”). As such, we know that the business they own and operate represents their access to achieving both exciting corporate objectives and tremendously important personal objectives.

Given Vaughan Capital Advisors’ commitment to achieving our customers’ personal and corporate objectives in each transaction, we coined the term “Integrated Advisory”.

What is “Integrated Advisory”?

Integrated Advisory is a description of how Vaughan Capital Advisors customizes our product for our customers. Our product is a closed transaction.

We start by asking you questions about you. You are the owner and operator of your business. Your imprint is on every aspect of your business. Your business was created to accomplish both corporate and personal objectives. So the product we create for you, your closed transaction, should do the same.

Why do we ask you about the future?

In all respects, your personal life is dependent upon and integrated with your business. Therefore, in order for Vaughan Capital Advisors to deliver the best M&A product to you, we have to know as much as we can about you. Chief among the things we want to understand is what you want your future to look like.

For most companies executing transactions between $15 million and $100 million, the acquirer is, of course, interested in past performance. Unlike those mutual fund commercials on TV, the acquirer does look at past performance as an indicator of future performance! That said, the acquirer also wants to know what future the owner operator can create in partnership with the acquiring company, and/or with the resources of a financial sponsor. When Vaughan Capital Advisors is marketing your transaction, we want to communicate to prospective investors the future you are committed to creating for your business. Again, the future you create for your business, is closely related to the future you want to create for yourself and your family.

Why do “we ask better questions”?

Our M&A transaction company is designed to deliver you a customized product: your closed transaction. We believe better results are achieved through the process of intentional “questions and answers”. Vaughan Capital Advisors’ success depends on knowing you, what you want, and then delivering you a transaction you are happy to close. Our questions are designed to allow us deliver on our promise of Driving Your Empowered Future.