


CUSTOMIZED FINANCIAL ADVISORY SERVICES PROVIDED BY JAGZEN
Jagzen Group, LLC specializes in delivering customized financial advisory services for private capital market transactions ranging from $10 million to $150 million. With a broad industry focus and deep expertise in energy, healthcare, and transportation, Jagzen offers clients tailored solutions designed to meet their unique needs. Each engagement is personally managed by Mr. Jesus Gonzalez, the firm’s Founder and Principal, ensuring C-level representation and a high-touch, one-on-one experience throughout the process. At Jagzen, every deal receives the dedicated attention and strategic guidance it deserves.
CHIEF FINANCIAL OFFICER (CFO) SERVICES PROVIDED BY JAGZEN
Jagzen Group offers a comprehensive suite of CFO services tailored to the unique needs of each client. With a focus on strategic, operational, and financial insights, these services are designed to optimize financial performance, improve decision-making, and guide business growth.
Below are the key CFO services provided by Jagzen Group:
Advisory Services on Strategic, Operational, and Financial Matters
Jagzen Group provides high-level advisory services to business owners and executives on critical strategic, operational, and financial issues. These services are designed to enhance organizational performance, drive growth, and help clients make informed decisions based on an in-depth understanding of their business landscape.
Strategic Planning for Competitive Advantage Analysis (CAA) Review
Jagzen helps clients assess their competitive positioning through detailed Strategic Planning and Competitive Advantage Analysis. This service focuses on identifying market opportunities, optimizing business models, and ensuring sustainable growth strategies are in place to outperform competitors in the marketplace.
Financial Planning and Analysis (FP&A) Review (with Investment Analysis)
Jagzen offers comprehensive financial planning and analysis services, providing clients with a thorough review of their financial status, projections, and budgeting processes. This service is complemented by investment analysis to evaluate potential returns, risks, and opportunities for capital allocation.
Financial Reporting for Financial Planning & Analysis for Management Decision-Making
Through timely and accurate financial reporting, Jagzen equips management with the critical data needed for sound decision-making. This includes insights on key financial metrics, performance trends, and detailed analysis that guide both short-term tactical decisions and long-term strategic initiatives.
Corporate Tax Planning, Treasury Management & Managing Banking Relationships
Jagzen Group offers expert corporate tax planning to optimize tax efficiency and minimize liabilities. Additionally, the firm provides treasury management services to ensure optimal cash flow and liquidity, while helping clients manage banking relationships to secure favorable financing terms and conditions.
Economic Value Added (EVA) and Cash Flow Return on Investment Analysis (CFROI) Review
Jagzen uses advanced financial metrics such as Economic Value Added (EVA) and Cash Flow Return on Investment (CFROI) to assess the true economic performance of a business. These analyses help clients understand the value they are generating relative to their capital investments, enabling more informed decisions about resource allocation and profitability.
M&A Initiatives from a Financial and Strategic Aspect for the Board of Directors
Jagzen provides expert guidance on mergers and acquisitions (M&A) initiatives, advising on both financial and strategic considerations. This service ensures that the Board of Directors is equipped with the information needed to evaluate potential deals, assess risks, and ensure alignment with long-term business objectives.
Advising Management and Board of Directors on Valuation of Investment or Buyout Offers
When investment or buyout offers arise, Jagzen offers critical advisory services to management and boards, conducting detailed valuations to assess the fairness and potential impact of the offers. This service helps clients make informed decisions regarding the strategic direction of the business, whether it involves accepting an offer or pursuing alternative growth strategies.
These CFO services are delivered with a commitment to personalized, hands-on support, ensuring clients receive the highest level of expertise and attention.
CORPORATE FINANCE ADVISORY SERVICES PROVIDED BY JAGZEN
Jagzen Group offers a comprehensive suite of Corporate Finance Advisory services designed to help clients navigate complex financial transactions, optimize value, and strategically position their businesses for long-term success. With a focus on mergers, acquisitions, capital sourcing, and corporate strategy, Jagzen provides expert guidance at every stage of the financial process. Below are the key Corporate Finance Advisory services provided by Jagzen Group:
Merger, Acquisition, Divestitures, Restructuring, & Recapitalization
Jagzen specializes in advising clients on mergers, acquisitions, divestitures, and corporate restructurings. The firm provides strategic insights and practical solutions to maximize value during these transformative transactions, including identifying potential opportunities, negotiating terms, and guiding clients through the complexities of recapitalizations and restructuring processes.
Management Buyouts and Management Buy-ins
Jagzen Group offers expert guidance for both management buyouts (MBOs) and management buy-ins (MBIs). These services are tailored to executives and investors looking to acquire a controlling interest in a business, with Jagzen providing support in structuring the transaction, securing financing, and ensuring a smooth transition of ownership.
Buy-Side & Sell-Side Representation
Jagzen provides comprehensive buy-side and sell-side advisory services, representing clients on both sides of the transaction. For buyers, Jagzen identifies potential acquisition targets, negotiates favorable terms, and facilitates deal execution. For sellers, the firm works to optimize sale value, handle due diligence, and navigate the transaction process to achieve the best possible outcome.
Corporate Valuation & Financial Advisory Services
With deep expertise in business valuation, Jagzen Group delivers accurate and insightful corporate valuations to support strategic decision-making. These services include valuation for M&A, financial reporting, tax planning, and other corporate actions, ensuring clients have a clear understanding of their company’s worth in various contexts.
Capital Sourcing (Commercial Banks, Mezzanine, Venture Capital, & Private Equity Groups)
Jagzen assists clients in sourcing capital from a wide range of financial institutions and investors, including commercial banks, mezzanine lenders, venture capital firms, and private equity groups. The firm works closely with clients to identify the most suitable sources of capital based on their unique financial needs and business goals, ensuring access to optimal financing options.
Institutional Capital Raising through Private Placements, Venture Capitalist, Single Family Offices, & Multi Family Offices
Jagzen Group supports clients in raising institutional capital through private placements, venture capitalists, and family offices. With a broad network of institutional investors, Jagzen helps clients secure funding for expansion, growth initiatives, and strategic investments, ensuring they have the necessary financial resources to execute their plans.
Board of Directors Advisory for Valuation & Strategic Alternatives
Jagzen provides advisory services to Boards of Directors on corporate valuation and strategic alternatives. This includes evaluating potential business strategies, assessing the implications of various courses of action, and offering expert guidance on navigating complex strategic decisions that impact the company’s long-term value and market positioning.
Jagzen’s Corporate Finance Advisory services are delivered with a commitment to personalized, strategic advice, ensuring that clients achieve their financial goals with expert guidance at every step of the process.
INSOLVENCY & RESTRUCTURING ADVISORY SERVICES PROVIDED BY JAGZEN
Jagzen Jagzen Group offers specialized Insolvency and Restructuring Advisory services designed to help businesses navigate financial distress and successfully emerge from challenging situations. With extensive experience in distressed asset management, corporate reorganization, and turnaround strategies, Jagzen provides expert support to both businesses and their stakeholders during times of financial difficulty. Below are the key
Insolvency and Restructuring services provided by Jagzen Group:
Bankruptcy Advisory (Pre-Bankruptcy)
Jagzen assists clients in the critical pre-bankruptcy phase by providing expert advisory services to prepare for potential bankruptcy filings. The firm helps businesses evaluate alternatives, restructure debt, and develop strategies that minimize financial and operational disruptions, ensuring the company is well-positioned for a smoother bankruptcy process, if necessary.
Bankruptcy Valuation Services (Pre-Bankruptcy)
Jagzen Group specializes in bankruptcy valuations, offering critical insights and expertise to companies undergoing bankruptcy proceedings or facing distressed financial conditions. The firm conducts thorough assessments to determine the fair value of assets and liabilities, helping clients and their legal teams formulate the best possible strategy in these challenging circumstances.
Distressed Financial Advisory
Jagzen’s distressed financial advisory services help clients manage and maximize the value of distressed assets. These services are designed to support companies in financial distress by identifying potential investors, securing financing, or finding buyers for distressed assets, with a focus on optimizing value in difficult market conditions.
Turnaround Management Consulting
Jagzen provides hands-on turnaround management consulting for companies facing operational challenges. The firm works directly with management teams to assess current performance, identify inefficiencies, and implement strategic initiatives that help restore profitability and position the business for long-term success.
Chief Restructuring Officer (CRO) Services
Jagzen offers specialized CFO and CRO services to guide companies through complex financial restructurings and bankruptcy proceedings. The firm’s experts step into these leadership roles to oversee financial operations, ensure financial stability, and manage restructuring efforts that are critical to a company’s recovery.
Financial Restructuring and Corporate Reorganization
Jagzen Group provides comprehensive financial restructuring and corporate reorganization services to companies in distress. These services involve renegotiating debt, restructuring business operations, and developing strategic plans to stabilize the company and return it to profitability, whether through debt reorganization or operational changes.
Distressed Valuation Advisory & Litigation Support
Jagzen provides valuation services for distressed businesses, offering accurate assessments of asset values during times of financial stress. The firm also supports litigation processes, helping clients navigate complex disputes with stakeholders, creditors, and investors, ensuring that business valuations align with the realities of distressed situations.
Jagzen Group caters to a wide range of industries, providing specialized services to clients facing complex financial challenges. The firm works closely with Corporate Boards of Directors to address valuation concerns, and provide expert guidance in the appointment of Chief Restructuring Officers (CRO) and Chief Financial Officers (CFO) during bankruptcy proceedings. Executive teams dealing with corporate insolvency issues rely on Jagzen’s distressed investment banking services to secure capital, restructure debt, and restore financial stability. Jagzen also works extensively with attorneys specializing in corporate bankruptcy and valuation issues, offering litigation support and in-depth financial analysis to strengthen legal positions. Additionally, the firm provides tailored services to clients in need of financial restructuring and operational turnarounds, offering practical solutions and strategic insights to navigate through their challenges.
BUSINESS VALUATION SERVICES PROVIDED BY JAGZEN
Jagzen Group offers a comprehensive range of Business Valuation Advisory services designed to meet the diverse needs of businesses, investors, and legal professionals. With deep expertise in corporate valuation and financial advisory, Jagzen delivers accurate, timely, and strategic insights for decision-making across various industries. Below are the key Business Valuation Advisory services provided by Jagzen Group:
Fair Market Value and Fair Value Engagements
Jagzen provides Fair Market Value (FMV) and Fair Value (FV) valuations, essential for a wide range of financial and strategic decisions. Whether for tax purposes, business transactions, or regulatory compliance, these valuations provide a clear and objective assessment of a company’s worth based on current market conditions or statutory requirements.
Valuation for Dissenting Stockholders and Oppression Suits
Jagzen specializes in valuations related to dissenting stockholder actions and oppression suits, providing critical valuation reports for disputes involving minority shareholders. These valuations are essential for resolving conflicts in corporate governance and ensuring fairness in shareholder-related matters.
Valuation of Mergers, Acquisitions, & Divestitures of Assets
Jagzen offers comprehensive valuation services for businesses involved in mergers, acquisitions, and asset divestitures. The firm helps clients assess the value of potential acquisitions, sales, or strategic asset dispositions, ensuring that they make informed decisions that maximize value and minimize risk.
Valuation of Family Office, Control & Minority Investor Holdings
Jagzen Group specializes in valuing investments held by family offices, controlling shareholders, and minority investors. This service provides insight into the value of these stakes, helping clients make informed decisions regarding ownership interests, buyouts, or investments in closely held companies.
Valuation for Sell-Side & Buy-Side Representation and Board of Directors
Jagzen provides valuation services for both sell-side and buy-side transactions, advising management teams and Boards of Directors on the fair value of companies or assets involved in potential sales or acquisitions. This ensures that clients receive accurate, unbiased information to guide their strategic decisions.
Corporate Valuation & Financial Advisory Services for Financial Planning
Jagzen offers corporate valuation and financial advisory services to support comprehensive financial planning efforts. This service helps businesses understand their current financial standing and plan for future growth, mergers, or restructurings with a detailed, forward-looking view of their value.
Valuation of ESOPs, Partnership Interest, and Shareholder’s Disputes
Jagzen Group provides expert valuation services for Employee Stock Ownership Plans (ESOPs), partnership interests, and shareholder disputes. This service helps businesses navigate complex ownership structures, ensuring fair valuation of shares and interests in the context of internal disputes or buyout situations.
Valuation for Economic Damages & Financial Losses
Jagzen specializes in the valuation of economic damages and financial losses, providing objective assessments in situations involving litigation or business interruption. Whether related to breach of contract, business disputes, or other causes of financial loss, Jagzen’s valuation expertise helps quantify damages to support legal claims.
Litigation Support Services & Financial Expert Witness
Jagzen offers litigation support services, including acting as financial expert witnesses in court cases. The firm provides testimony, reports, and analysis that help attorneys and clients navigate complex financial disputes, ensuring that valuations and financial analysis are presented clearly and effectively.
Small Business Acquisition Opinions (less than $10M in Market Valuation)
Jagzen provides valuation services for small business acquisitions, with a focus on companies valued at less than $10 million. These services help buyers, sellers, and investors assess the true market value of smaller businesses, ensuring that transactions are executed with a clear understanding of the company’s financial standing.
Jagzen Group brings specialized expertise to a variety of industries, including energy, healthcare, and transportation, providing tailored valuation and financial advisory services to meet the unique challenges of these sectors. The firm also excels in providing fairness and solvency opinions for Boards of Directors, ensuring that decisions related to mergers, acquisitions, and corporate restructuring are made with a full understanding of financial risks and benefits. Additionally, Jagzen is highly skilled in valuing both public and private entities, delivering accurate assessments of corporate worth across diverse market conditions and business contexts.