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Butler Snow Advisory Services, LLC Strategic Advisors to Closely Held Businesses
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Page 1: Overview of Butler Snow Advisory Services

Butler Snow Advisory Services, LLCStrategic Advisors to Closely Held Businesses

Page 2: Overview of Butler Snow Advisory Services

Value PropositionClosely held businesses face many of the same challenges as large, public companies – without the advantage of strategic advisors.

That’s where we come in.

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Scaling Growth Sales & Marketing Succession Planning

Financial Management Investment Strategy

Board of Directors Strategy Firms Network of Experts,

Partners, Consultants, Bankers, etc.

Company Management Friends & Family Independent

Consultants

Public Closely Held

Page 3: Overview of Butler Snow Advisory Services

Services

Capital IntermediaryExecuting successful strategies can

be difficult without the required capital. We put real-world

experience to work for you.

Executive OutsourcingAs your business evolves, so do its

needs. We offer C-suite-level expertise when you need it, how

you need it.

Exit/Succession PlanningA successful transition is one that’s well-defined and planned. Let us put our business acumen to work

for you.

Strategic AdvisoryWhether pursuing growth,

delivering innovations or managing risk – we help you stay nimble so

you can stay ahead.

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Page 4: Overview of Butler Snow Advisory Services

Differentiators

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Tailored Strategies for Closely Held Businesses Day-One Methodology to Quickly Diagnose

Challenges and Develop Solutions Extensive Network to Connect Clients with the

Right Resources

Top-Level Team of Entrepreneurs, Executives and Financiers

Page 5: Overview of Butler Snow Advisory Services

Sample Clients and Services

Profile Linen service company Based in Mississippi Founded in 2001

Services Financial valuation Capital formation Strategic advisory Executive-in-Residence

Profile Emergency transport provider Family owned Founded in 2011

Services Strategic advisory Executive-in-Residence

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Page 6: Overview of Butler Snow Advisory Services

Profile Education supply and furnishings

company Family owned, encompassing

four operating companies Founded in 1919

Services Strategic advisory Executive-in-Residence

Profile Creative economy company Based in Mississippi Founded in 2011

Services Company formation, structuring Capital formation Strategic advisory Executive-in-Residence

Sample Clients and Services

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Page 7: Overview of Butler Snow Advisory Services

Our Team

MATT THORNTON

President / CEO

MARTIN WILLOUGHBY

Principal

RICK GERNERT

Principal

DAVID LATHAM

Principal

JIMMY BAILEY

Director

SUZANNE COCKROFT

Director

CHRISTOPHER WILLIAMS

Advisor

WESLEY ROBERTS

Managing Director

LAUREN LOMAX

Advisor

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