Cutwater Shift The New Mergers & Acquisitions Company. We Serve the “Merged Entity”. Our Mission. - PowerPoint PPT Presentation
Cutwater Shift The New Mergers & Acquisitions Company
Cutwater ShiftThe New Mergers & Acquisitions CompanyWe Serve
the Merged Entity
Our MissionCutwater Shift exists to preserve and multiply equity
for our clients. We respect the hard-fought equity that stands
behind every successful business. We work tirelessly to bring
choices to our clients to maximize their equity and help them leave
a legacy that lives well beyond their years.
Our BeliefsWe believe that successful mergers are only ones that
result in the merged entity remaining stronger than the sum of the
prior individual parts.We believe that two companies should only
come together if the result will create a subsequently stronger
company with a clear and unified vision wrapped in a healthy
culture.We believe that all transactions, mergers and acquisitions
affect the culture of the organization. We believe that no equity
should ever be left on the table.
Our processThere are four stages to our work at Cutwater Shift:
Initial AssessmentData GatheringTurnaround/GrowthExit Strategy
ImplementationAlthough implementing a comprehensive exit strategy
can end at a transaction date for some companies, Cutwater, and its
partners, remain with the merged entity until the results are
achieved and sustainable.
Initial assessmentThe world is filled with ideas, concepts and
solutions. At Cutwater, none of the above walk into your office at
our initial meeting. We begin our relationship with Stephen Coveys
fifth principle: Seek First to Understand.After we understand your
company and objectives, you will have a thorough assessment
encompassing all components of your business and your potential
exit strategy options going forward.
Data gatheringThe Chinese have a saying, start with an open bowl
and true knowledge will emerge. We will gather all data necessary
to begin implementing a comprehensive strategic plan to accomplish
the objectives set out in the Initial Assessment. Our professionals
know how to gather this data without disrupting operations or
raising suspicion.
growthThrough our Strategic Partner, Profit Growth International
Powered by Maritz Motivation Cutwater Shift brings companies to
their maximized saleable value before initiating a transaction. The
Fortune 500 motivation and rewards programs of Maritz are
implemented through:Direct SalesMotivate & reward salespeople
based on customer demandsIndirect SalesDevelop and motivate key
stakeholders and partnersOperations Productivity/Efficiency/Cost
ReductionHuman Capital Unified vision connects personal goals with
company goals to increase focus, motivation and customer
satisfaction while reducing absenteeism, turnover and
safety/work-comp claimsCustomersDrive customer satisfaction/loyalty
through rewards programs
growthThe benefits to performance improvement systems such as
Maritz Motivation & Rewards can prove to be the key to
increasing salability of a company with the millions of dollars in
increased revenues and cost savings. Below is an example of the
financial benefits of engaging PGI and Maritz to improve
performance and motivation.
Exit StrategyAs Cutwater Shift leads the new M&A industry
forward, an Exit Strategy is defined as more of a transition than
an exitWe work with both companies before a transaction to ensure
synergy and a seamless event Afterwards, there are a series of
earn-outs that keep all parties motivated to improve the merged
entity as it grows into the futureThe seller, in the case of an
acquisition, is motivated to pass off their company in the best
condition possible because the more successful the new entity
becomes, the better the earn-out for themIn the case of a merger,
both entities are motivated to make the new entity successfulAnd,
in Cutwaters case, we benefit right along with the ownership as our
compensation model is tied to performance and sustainability
Trucking Industry in the United states
Combine Roadway Express with U.S. ExpressTrucking Industry in
the United states
U.S. Roadway Express Dominates in Arizona, New Mexico &
Texas and is 1st in Revenues after UPS & Fed Ex FreightTrucking
Industry in the United states
Combine J.B. Hunt with Allied Van LinesTrucking Industry in the
United states
Allied/J.B Hunt Dominates on the West Coast and is now 4th in
Revenues in the Industry after UPS and Fed Ex FreightTrucking
Industry in the United states
Roadway Express #4 andU.S. Express #21 Merge
Trucking Industry in the United states
U.S Roadway ExpressThe Merged Entityis Now #1
Trucking Industry in the United states
J.B Hunt #8 andAllied Van Lines #20 Merge
Trucking Industry in the United states
Allied J.B. Huntthe Merged Entity is now #4
Trucking Industry in the United states
After all the MergersAre You One ofThese?
Cutwater ShiftThe New Mergers & Acquisitions CompanyWe Serve
the Merged EntityContact InformationChristopher Riley, Managing
Partner & CEOPhiladelphia: 484-393-2380New York:
646-470-2380St. Louis:
636-388-8733www.cutwatershift.comE-mail:[email protected]
Presentation - OverviewChristopher Rileynull2013604185.0
