Case Studies

A private family-owned firm run by multi-generation family members, was challenged as to how to respond to a rapidly changing industry. Rabican was retained to conduct an assessment of the firm, its capacities, and options for the future. Family members anticipated the recommendation to be growth by way of acquisition. Rabican’s recommendation was to create liquidity through the sale of certain assets and to diversify its holdings. This approach provided risk mitigation through diversification while also allowing the family to realize full and complete value for the assets sold.

This large multi-national firm commissioned Rabican to assist in the growth, by way of acquisitions, of a new division of the company. After several early stage meetings, Rabican made the unusual recommendation that the program be set aside until further industry research could be completed. Upon further analysis, Rabican’s concerns were validated and the expansion program was canceled due to industry conditions initially overlooked by management. Although Rabican’s role was severely reduced and ultimately its acquisition services not needed, its advice spared the client from making a potentially ill-advised commitment.