Partnering With Saorsa Growth Partners

When Duncan first connected with the company, Bryce and Devin faced a critical decision. Bryce wanted to exit to focus on his career, while Devin was eager to continue building the business but lacked the resources to buy out his partner. Closing the business seemed like the only alternative.

Recognizing the company’s potential, Duncan advised on a fair valuation and proposed a creative seller’s note structure. This approach shared the risk between the partners, retained essential capital for growth, and allowed the business to move forward. After this transaction successfully closed, the partnership expanded with additional support such as:

Clear Financial Forecasts for Confident Decision-Making

To ensure the business’s growth was built on a solid financial foundation, Duncan developed and manages an advanced financial model tailored to the company’s unique needs.

• Clarified Cash Flow Dynamics: Created a comprehensive working capital model to provide visibility into cash flow cycles and inventory planning, enabling better operational planning.

• Actionable Insights: Delivered regular analysis on profitability drivers and operational efficiency, empowering the founder to make data-driven decisions.

• Forward-Looking Forecasts: Built a dynamic, scenario-based forecasting tool that updated in real-time, allowing the company to assess various growth strategies and respond proactively to market opportunities and shifts.

Prioritizing Investments for Accelerated Growth

As the company navigated a sea of growth opportunities, Duncan helped prioritize initiatives that offered the highest return.

• Collaborating closely with the founder: Assessed potential investments by evaluating capital costs, operational complexity, and revenue potential.

• Modeling multiple growth scenarios: Identified and compared opportunities to pinpoint the projects that would drive sustainable scalability while preserving financial health.

• Recommending targeted reinvestments: Focused capital on low-capital cost, high-margin product lines and marketing channels that demonstrated the greatest potential for rapid growth.

Strategic Capital Raising to Fuel Growth

With the business poised for expansion, Duncan worked with the founder to identify simultaneous growth opportunities that exceeded the company's internal resources. He led the company through its first outside investment round to secure the funding required.

• Investment Readiness: Conducted an unbiased internal due diligence process, concluded with the preparation of a professional investor presentation highlighting the company’s growth trajectory, market opportunities, and financial health.

• Minimized Founder Dilution: Recommended a flexible debt financing structure that preserved Devin’s ownership stake while providing the capital needed for scaling.

• Network-Driven Fundraising: Secured over 50% of the total investment round by leveraged his connections to align the company with investors who shared its long-term vision.

• Ongoing Investor Relations: Managed communications with the investor base, fostering trust and ensuring alignment with strategic goals.

Optimizing Supplier Relationships for Scalability

To support the business’s expanding product line, Duncan addressed critical supply chain challenges by building strategic partnerships and supporting contract negotiations.

• New Supplier Partnerships: Identified a high-quality American manufacturer to meet the company’s growing demand while maintaining product standards.

• Incentive Alignment: Negotiated supplier contracts that shared risks, improved flexibility, and incentivized on-time delivery and cost efficiency.

• Long-Term Relationships: Advised on structuring agreements to foster long-term partnerships that could scale alongside the business.

Ongoing Support and Strategic Insights

Saorsa Growth Partners didn’t stop after the initial success and remains invested in the Company’s long-term success. Duncan remains actively involved in supporting the company’s growth by:

• Building relationships with key stakeholders: Continuously working to unlock new market opportunities and expand the company’s network.

• Monitoring industry trends: Keeping a close eye on the evolving market to identify strategic pivots that ensure long-term competitiveness.

• Maintaining a forward-looking approach: Regularly assessing the business’s direction, supporting budget development, and making adjustments to stay on track for achieving ambitious goals.