Client Situations

Explore a selection of anonymized client scenarios that reflect the strategic and financial work we provide, from growth and acquisition planning to exit readiness and restructuring.

IE Strategic Capital Client Situations

We work exclusively with companies and investors facing complex decisions, high-stakes transactions, or transformational opportunities. Our typical client operates a business generating at least $2 million in annual EBITDA, or controls assets at a similar level of scale and sophistication.

Whether you’re pursuing growth through acquisition, evaluating a recapitalization, or preparing for exit, we provide senior-level guidance with institutional precision. Engagements are structured to match the level of strategic attention required and are most appropriate for those seeking a committed, high-impact advisory relationship.

These client situations showcase how IE Strategic Capital applies targeted strategies across a range of industries and challenges.

Family-Owned Logistics Company – Sell-Side M&A

Challenge: A second-generation family logistics firm in the Inland Empire was exploring an exit but lacked clarity on valuation and buyer readiness.

Solution: We conducted a valuation analysis, prepared CIM, and led outreach to strategic and private equity buyers.

Result: Sold to a national logistics company at a 20% premium with staff protections.

SaaS Firm – Growth Strategy & Capital Raise

Challenge: B2B SaaS company needed funding to expand infrastructure and hire key talent.

Solution: Developed investor materials and pitch strategy.

Result: Raised $3.5M Series A with 3x valuation uplift.

Industrial Services Firm – Debt Restructuring & Succession

Challenge: Maintenance company faced liquidity issues and leadership transition challenges.

Solution: Reworked credit structure and facilitated succession planning.

Result: Restored liquidity and transitioned ownership.

Fintech Startup – Strategic Partnership Advisory

Challenge: No access to institutional clients despite strong technology.

Solution: Structured global partnership and advised on JV formation.

Result: Doubled revenue within 12 months.

Mid-Market Chemical Manufacturer – Growth Acquisition

Challenge: Needed to expand product line and market reach.

Solution: Identified acquisition targets and led diligence and negotiation.

Result: Achieved 45% YoY revenue growth.

Local Construction Firm – Business Exit Preparation

Challenge: Owner approaching retirement with no exit plan.

Solution: Assessed value, cleaned up financials, and prepared for buyer process.

Result: Sold at fair value with minimal disruption.

Why These Client Situations Matter

Every one of these IE Strategic Capital client situations represents more than a deal, it represents a turning point. We don’t just facilitate transactions; we architect outcomes that shift the trajectory of a business. Whether it’s positioning a company for acquisition, solving for succession, or navigating the complexities of debt and equity markets, our process is precise, our engagement is personal, and our aim is long-term value creation.

Our role in these client situations is not to offer surface-level advice or off-the-shelf playbooks. We dive deep, uncover leverage, mitigate risk, and bring clarity to high-stakes decisions. The IE Strategic Capital client situations shown here are examples of how our clients have used us as force multipliers, guides through strategic crossroads who don’t blink when it gets hard.

We don’t vanish after the close. Post-engagement, many of our clients rely on us for follow-on planning, introductions to capital partners, or support during unforeseen challenges. That’s the difference between an advisor who checks a box and a partner who rides for you when things get real.

At the end of the day, IE Strategic Capital client situations are about one thing: execution. And execution ain’t always clean. Sometimes the numbers lie, the market turns, or the deal needs a streetwise pivot. That’s where we earn our name, by showing up, staying sharp, and delivering results when it matters most. No fluff, no frontin’. Just strategy with teeth.