Dianne Fletcher, CEO and majority shareholder at Purdy-McGuire, Inc., wanted to retire after over 50 years of service. Following several unsuccessful attempts to come to terms, Titanium Strategies was engaged to facilitate the buyout negotiations. Dianne was able to retire, while the repositioned owner-management team continues to lead the firm.
Dan Thien represented the management team in buyout negotiations of the long term majority shareholder at the engineering firm, Purdy-McGuire, Inc. Dan reached out to Bob Williaford and Titanium Strategies to help negotiate the buyout.
Darcie Beyer was the CEO of her organization, Beyer Imaging, and wanted to part ways with her business partner of many years. She and her partner tried on their own but realized they were getting nowhere quickly. She then reached out to Bob for help with her situation.
Lorne Book is an attorney who represented the partner who Bob needed to buy out on behalf of his client, Darcie Beyer. Lorne and his client sat across from Bob as his opposition during partner buyout negotiations. It is interesting to hear what your opponent has to say about you.
Brett Flagg is a well-respected business attorney, and he often takes the role of a neutral third-party attorney that papers the purchase and sale agreement negotiated by Bob and the clients. Brett usually works from signed term sheets that Bob and his clients create to reach a mutual agreement. Many attorneys are “deal breakers.” Brett is a “deal maker.”
