Page 127 - TACC 2023 Program

OVERVIEW

An affiliated company of BIC Alliance, IVS Investment Banking delivers premium value to business
owners in providing management-led buyout, recapitalization, merger and acquisition, private
placement and company valuation consulting services to the petrochemical, refining, construction,
and exploration and production industries. The company works with owners and management
teams in acquiring and selling manufacturing, distribution and service-oriented businesses in the
petrochemical, refining, power generation, environmental, construction, marine, and pulp and pa-
per industries. Since inception, the principals of IVS have completed 19 investment banking trans-
actions worth over $450 million in transactional value.
KEY FACTORS
WHY INVESTMENT BANKING? FOR M&A
IVS Investment Banking has the ability to access an unprecedented number of industry executives SUCCESS
through its extensive data repository and leverage strong relationships with individuals and compa-
nies in the aforementioned industries, many of which span 25 years or more. With a management
team made up of individuals with years of experience in the petrochemical and refining industries, HARD FACTORS
investment banking and human capital due diligence, IVS Investment Banking has the knowledge • Acquisition search
and experience necessary to understand and fulfill the needs of its clients.
• Due diligence
The IVS Investment Banking team knows the hard and soft success factors in any merger or acqui- • Financial resources
sition are intertwined. For this reason, we can support your team at every stage, guiding the acqui-
sition search process as well as financial, legal and business due diligence and integration planning. • Synergies
• Integration plan
BENEFITS TO BUSINESS OWNERS AND INVESTORS
• IVS Investment Banking has a data services group with up to 30,000 key de-
cision makers in business and industry, providing access to a wide variety of SOFT FACTORS
opportunities. • Learning environment

• No other investment banking group in the energy market has our broad and • Management team
deep access to the range of both strategic and financial investors. Our rela-
tionship to the strategic investors stems from our sister company BIC Alliance. • Intellectual capital
BIC has provided marketing, training and consulting, and executive recruiting • Organizational culture
services to these markets for 30 years. Our relationship with financial investors
comes from our managing director’s Wall Street experience financing lever- • Communication
aged buyouts. This “dual path” of strategic and financial investors we run is one
of the distinguishing elements of IVS’ process.
• IVS Investment Banking performs quick, thorough evaluations of businesses to
bring you the right deal at the right time.

INVESTMENT FOCUS

Financial Criteria
• EBITDA between $2 million and $ 15 million
• History of profitability and revenue growth

CONTACT US
Management Criteria
• Owner seeking liquidity and/or exit Please contact us to discuss a specific
opportunity. To learn more about IVS
• Solid employee relations, with high employee retention rates Investment Banking, visit our website
at www.ivsinvestmentbanking.com.
Company Criteria
IVS Investment Banking
• Identifiable growth opportunities Jeremy Osterberger
• North American-based business 311 Columbia Memorial Parkway
Kemah, TX 77565
Office: (281) 538-9996
Investment Fund
Email: [email protected]
• Fund series in progress