Approach
Motivated by the experiences of entrepreneurs and senior executives who built and sold several healthcare companies working in partnership with venture capital and private equity firms, TripleTree was founded to challenge the status quo in the investment banking industry. Every member of our firm believes clients should expect more – and receive more. We are dedicated to provide companies and their investors with better solutions to maximize growth and shareholder value.
To help our clients succeed, we take an uncommon yet disciplined approach with a long-term view. In advance of executing transactions, we work closely with clients on strategic initiatives to help grow and position their business for maximum value, such as:
- Business planning and strategy development
- Business development and partnerships
- Sales and marketing
- Market analysis and competitive assessments
- Financial restructuring and recapitalization
- Intellectual property
- Agreements and key documents
- Monitoring and responding to inbound acquisition inquiries
- Board and executive team advisory
Ultimately, all transactions are executed to meet the unique needs and objectives of each client with a consistent, proven process that is highly effective. The fundamental steps of our approach include:
Engaging: TripleTree is highly selective when aligning with clients to ensure the business and objectives of each engagement are a good match for our experience and expertise. A full understanding of our clients and their goals isn’t just important – it’s imperative. These goals and the vision behind them help guide to the right solutions. And because we only earn a fee if the transaction closes, we must wisely choose where to direct our resources. We believe in quality over quantity, which leads to fewer engagements with better results. Our completion rate of successful transactions is the best in our industry.
Researching: Proprietary research and market intelligence is at the core of everything we do at TripleTree. We leverage our research to fully understand the unique business models and market dynamics of every client. This knowledge enables our firm to articulate a compelling investment story to prospective strategic and financial buyers. Without losing focus on their core business, our research often helps clients identify opportunities to expand their business – and increase their value in the marketplace. Untapped value can be found inside companies, the marketplace, and through partners. No one is better at discovering and making the most of that value than TripleTree.
Positioning: Our deep knowledge of the markets in which our clients operate enables the development and delivery of a compelling investment story to pre-qualified strategic and financial buyers. Also, our understanding of complex healthcare trends and their implications on the marketplace helps us shape the thinking of strategic and financial acquirers. Guided by our proprietary research, TripleTree diligently analyzes the marketplace to determine the best solution for every client.
Targeting: Supported by a proprietary database of more than 20,000 contacts, TripleTree maintains a vast network of relationships with corporations, private equity firms, and accredited investors, supplemented by an array of third-party data and resources. Hundreds of briefings are conducted every year to keep a pulse on marketplace drivers and strategic alliances. Rather than taking the shotgun approach used by many of our competitors, the depth and breadth of our network enables a more efficient, highly-targeted, and effective alternative. Our market intelligence and keen insight enables effective targeting of prospects and ensures that the intentions of our clients are only known by those with a qualified interest and capability to complete a transaction. Less is more, and TripleTree ensures that all prospects maintain strict confidentiality. The private information of our clients is always closely guarded and tightly managed.
Managing: Throughout the process, TripleTree manages the exchange of information with prospects, fields and screens all questions, qualifies interest, monitor changes in the marketplace, assesses offers, and advises the best course of action. We work closely with our clients’ management teams to prepare for meetings with interested parties, including developing presentations and related materials. Our approach helps motivate deals within a defined time frame and valuation while providing the flexibility to negotiate initial offers from multiple qualified parties. It also allows our clients to stay focused on what is most important – operating and growing their business.
Negotiating: Creating a competitive environment doesn’t always help in negotiating transactions. More importantly, negotiations should be conducted from a position of strategic and/or financial strength with alignment of interests. Our transactional experience and expertise is paramount to forging negotiations that ultimately help the parties reach agreement on all material deal points. The art of negotiation is constructing deals that deliver real benefits and value to all parties, then providing a clear path for the transaction. TripleTree has a track record of achieving valuations for our clients that are significantly higher than industry averages. By creating mutually beneficial solutions with targeted strategic and financial prospects, we are able to negotiate transactions that maximize shareholder value for all parties.
Closing: Engaging the right clients, applying our research on their business and marketplace, telling a compelling investment story to the right prospects, managing the due diligence and negotiation process, and negotiating the right deal are the standard elements of the proven TripleTree transaction process. Having closed more than 150 transactions with total enterprise value exceeding $7 billion, with many more transactions closed by our professionals elsewhere during their careers, we work closely with the attorneys, accountants and other advisors on transactions to stay actively involved in conversations and, if needed, overcome obstacles.
TripleTree’s reputation has been built upon a steadfast dedication to our focus and principles. We do what we say, without exception. And we advise our clients with the most accurate, independent, and thoroughly researched information possible. The solutions that we develop are typically designed to accelerate growth and prosperity. We believe that the closing of a successful transaction is not the end of our relationship with clients and partners – but rather the beginning with more opportunities to work together in the future. We are proud that our research-based, results-driven approach has enabled us to work with the same business builders and investors on multiple occasions.
