A Mariner Holdings Company ALLIED BUSINESS GROUP INVESTMENT BANKING VALUATION ADVISORY FORENSIC ACCOUNTING
Aug 13, 2015
A Mariner Holdings Company
ALLIED BUSINESS GROUPINVESTMENT BANKING
VALUATION ADVISORY
FORENSIC ACCOUNTING
ALLIED BUSINESS GROUPAllied Business Group is a boutique advisory firm providing
investment banking, valuation advisory, and forensic accounting
services to privately held companies throughout the U.S. Our
diverse team of professionals provides solutions to the complex
challenges and opportunities faced by business owners.
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WHAT MAKES US DIFFERENT?
A HOLISTIC APPROACH TO YOUR COMPANY’S VALUE
We offer solutions for every phase of a company’s life cycle by providing the first-hand experience
and technical knowledge needed to determine, build, protect, and monetize the value of your
company.
Our diverse team is comprised of experienced M&A professionals and credentialed experts in
valuation, finance, accounting, and marketing. As a small firm we can adapt our practices to address
your unique situation and provide the personalized attention you need to achieve your strategic
goals.
We assign a multidisciplinary team to each engagement to identify and review every option available,
which allows you to make informed decisions with confidence.
We also offer companies the services and resources normally associated with larger firms, including
proprietary deal software, exceptional financial and marketing documentation, and a dedicated
support staff. We leverage our collective expertise and innovative tools to help you achieve your
strategic and financial objectives.
DETERMINEBusiness Valuation
Due Diligence
BUILDStrategic Consulting
CFO Services
Capital Raising
Buy-Side M&A Advisory
PROTECTDispute Consulting
Forensic Accounting
Fraud Prevention
MONETIZESell-Side M&A Advisory
Recapitalizations
INVESTMENT BANKINGAs a business owner, you’ll face many challenges throughout the life of your business. You’ll
need to know how to increase the value of your company or choose the best option for raising
capital for growth and expansion. Ultimately, you’ll want to identify the best succession plan,
which may involve the sale of your company. Allied Business Group can help you address
these challenges strategically by taking a long-term view of your goals and your company’s
unique strengths.
Unique Process
We orchestrate successful deals by implementing a proven process on every transaction.
Our size allows us to adapt our established practices to meet your unique goals and
provide you with personal attention every step of the way.
Experienced Team
When you work with Allied, you work with a diverse team of M&A professionals, including
experienced deal makers and experts in finance, accounting, and marketing. Since our
inception in 2002, we’ve completed over 100 transactions spanning a variety of industries
including manufacturing, healthcare, agriculture, distribution, retail, construction, IT, and
business services.
Unparalleled Resources
We offer valuable resources that are often out of reach for middle-market companies.
Our deal makers leverage innovative tools, such as our proprietary deal management
platform, ClearDeal, and a dedicated support staff to help you achieve your strategic and
financial objectives.
Our Services � Sell-Side M&A Advisory
� Buy-Side M&A Advisory
� Due Diligence
� Capital Sourcing
� Recapitalizations
� CFO Services
� Fairness Opinions
VALUATION ADVISORYA business valuation is a valuable tool that can provide you with a deeper understanding
of your company’s strengths, weaknesses, risks, and growth opportunities. Shareholders,
investors, attorneys, lenders, and regulatory agencies often rely on business valuations to make
decisions involving significant financial implications. Allied Business Group provides accurate,
reliable, and defensible business valuations for a variety of purposes, including:
� Marital Disputes
� Shareholder Disputes
� Economic Damages
� Bankruptcy
� Life Insurance
� Intellectual Property
� Selling a Company
� Buying a Company
� Buy-Sell Agreements
� Financing
� Gift & Estate Tax
� Charitable Donations
� ESOPs
� Portfolios
� Derivatives
� Purchase Price Allocations
� Goodwill Impairment Testing
� IRC 409A (stock options)
Valuation Purposes
Integrated Concept
We combine intricate knowledge of valuation theory with first-hand experience in mergers
and acquisitions. As a result, we deliver highly accurate valuation reports that closely
reflect current market conditions.
Defensible Opinions
Our unbiased valuation reports consistently meet stringent IRS standards and have held
up to scrutiny from lenders, buyers, and other appraisers in court. Our professionals hold
some of the most highly regarded certifications in the valuation industry.
Exceptional Quality
Every valuation we complete is reviewed by a team of experts from across our
organization. Through our internal review and control processes, we can expedite the
valuation process when necessary, allowing us to meet your time-sensitive demands.
Our forensic accounting experts possess valuable, specialized skills that can help owners
protect their companies from fraud and resolve legal conflicts. Allied Business Group assists
business owners and their attorneys by providing forensic accounting and dispute consulting
services for personal and shareholder disputes, complex commercial disputes, and fraud cases.
FORENSIC ACCOUNTING
� Fraud Prevention & Detection
� Fraud Investigation
� Economic Damages
� Marital Disputes
� Shareholder Disputes
� Expert Witness Testimony
Our Services
Team Perspective
Our team is comprised of Certified Public Accountants, Certified Fraud Examiners,
Chartered Financial Analysts, and experts in forensic accounting, business valuation, and
mergers and acquisitions. This depth of knowledge allows us to accept highly complex
assignments.
Responsive Service
We are familiar with legal protocols and the time-sensitive nature of the dispute resolution
process. Our team approach allows us to remain flexible and to accept large engagements
with time constraints that are too aggressive for other firms.
Diverse Industry Experience
Our professionals have collaborated on hundreds of engagements involving companies
across a broad range of industries, including manufacturing, health care, agriculture,
retail, and energy. Our diverse industry expertise helps us provide more effective
solutions to our clients’ unique challenges.
Our mission is to bring unparalleled investment banking, business valuation, and
forensic accounting services to middle-market companies. However, we understand
that our clients sometimes face challenges that require solutions outside our core areas
of expertise. To address these challenges, we draw on the vast resources of our parent
company, Mariner Holdings.
Mariner Holdings is a global network of wealth advisory and investment management
firms focused on delivering holistic advice to help clients achieve their personal financial
goals. Through Mariner, we give clients access to services that include:
We leverage our parent company, Mariner Holdings, to provide clients with unparalleled financial advice.
� Financial planning
� Investment management
� Accountancy and tax
� Trust services
� Risk management
� Insurance consulting
� Philanthropy
� Fiduciary services
� Family governance/education
About Mariner Holdings
Mariner Holdings was founded in 2006 and has since grown from $300 million in assets
under management (AUM) and eight employees to over $35 billion AUM and 450 employees.
Based in Leawood, Kansas, Mariner focuses on providing wealth and asset management
services through its two subsidiaries: Mariner Wealth Advisors and Montage Investments. To
learn more about Mariner and its subsidiaries, visit www.mariner-holdings.com.
ALLIED BUSINESS GROUP, LLCADDRESS 7007 College Blvd., Suite 400 Overland Park, KS 66211
PHONE 913.897.3599
FAX 1.888.857.0169
E-MAIL [email protected]
WEBSITE www.alliedbizgroup.com