Highly Regarded Presentation Training and Advisory Firm, Serving Blue-Chip Clients Globally Across a Range of Sectors

Established presentation training and advisory firm, providing coaching and related services, working with blue-chip clients across a variety of industries. The company provides its clients with high margin services which are widely regarded, resulting in consistent repeat business with high-demand from asset managers and private equity firms.

Key Aspects

• A market-leader in high-value financial and investor communications with a best-in class offering of high-margin, scalable coaching and advisory services.
• High level of repeat and referral business, resulting in stable growth over the past three years.
• Blue-chip client base across multiple sectors, particularly amongst sub-sectors of the financial services industry, resulting in no over reliance.
• Established relationships amongst clients’ senior-level staff and board members, ensuring minimal price pressure and fast decision making.
• International client network (accounting for 22% of sales) with clients across the UK, Europe, USA and the Middle East.
• Long-term contract in place with largest client and long-term preferred supplier status with many blue chip clients.
• Exemplary understanding of financial markets and communication by leaders and with investors, adding value to clients’ businesses.

Opportunities

• Acquire a high-margin, counter-cyclical business model that can be rapidly scaled using its cloud-based infrastructure, with a proprietary methodology that can be delivered virtually across the globe.
• Opportunity for an acquirer in a complementary sector to gain immediate access to C-Suite across a high-value blue-chip client base, and bolt on a high margin revenue stream.
• Untapped potential to scale up online and deliver training virtually to address the emerging, low-cost market.
• Introduce new products and services, such as open courses and video-based training, developed from the company's proprietary methodology and IP, and using existing team’s current capacity.
• Acquirers seeking to expand their international presence could capitalise on the company’s established export market by growing relationships across the USA, Europe and the Middle East.
• The sales and marketing capabilities of the business could be enhanced by an acquirer who could leverage existing resources to enact a proactive marketing, sales and account management effort.