超越资本，外部投资者如何帮助您的公司

A Premier Advisorfor Nine DecadesSince 1935, William Blair hasguided owners of closely heldbusinesses and their trustedadvisors through monumentaldecisions. Our relationship-driven approach empowersowners to maximize the valueof their businesses—and turnthat capital into an enduringlegacy. We invite you to contactus to discuss the ways wesupport and advise businessowners and help our clientscapitalize on the tremendousopportunities available tothem today. Refining the Revenue Model:Investors often can help transition or increase the company’s current revenue mixinto a more repeat and reoccurring model—i.e., moving from a one-time project or product sales approach to moreservice oriented. Also, investors have extensive experience improving pricing strategies to elevate the gross marginprofile. These steps can create a more profitable and predictable stream of revenue, accelerating the company’senterprise value.Beefing Up Product Strategy, Sales & Marketing:Improving product roadmaps is common for investors, as isprofessionalizing CRM systems, lead-generation techniques, sales team incentives, account management, andcustomer-feedback gathering to improve conversion and retention. Investors will help conduct detailed marketanalyses, identifying high-growth end-markets and aligning product development with evolving customerdemand trends.3Operational Improvement4Optimizing the Organizational Structure:Reviewing employee performance within the context of companyoperations is a common early step. Rather than just focusing on eliminating positions, investors aim to identifyopportunities for role optimization, addressing skill gaps and supporting existing employees with new resources.The goal is to build a cohesive team that drives long-term growth in enterprise value.Improving the Supply Chain:Especially if investors bring previous industry experience, they can help identifynew suppliers, negotiate better terms with existing suppliers, leverage procurement programs to lower costs, andrecommend methods to decrease shipping times.2Modernizing Data Analysis and Integration:Investors often introduce new ERP systems and financial reportingprocesses to unearth and better visualize key operating metrics. The upgraded systems and new technology canhelp a company have a more unified view of performance and enhance its go-to-market strategy. Investors alsoprovide best practices on how to effectively monitor real-time company performance and improve the leadershipteam’s attention on value-driving activities.3Getting Ahead of Governance and Legal Considerations:Regulatory and legal matters are top-of-mindfor many businesses, especially ones that are growing and entering new markets. Investors can help navigateevolving regulatory landscapes and introduce best-in-class legal advisors and frameworks that mitigate risks duringrapid growth periods. They can also assist in managing intellectual property protections, implementing robustcompliance programs, and addressing cross-border legal complexities, which are critical for scaling internationally.4 1 williamblair.comFor more information,please contact:Andrew HansenFounder-OwnedBusiness Advisory+1 312 364 5439ahansen@williamblair.comSam LongeneckerFounder-OwnedBusiness Advisory+1 312 364 5237slongenecker@williamblair.com June 2025“William Blair” is a trade name for William Blair & Company, L.L.C., William Blair Investment Management, LLC and William BlairInternational, Ltd. William Blair & Company, L.L.C. and William Blair Investment Management, LLC are each a Delaware companyand regulated by the Securities and Exchange Commission. William Blair & Company, L.L.C. is also regulated by The FinancialIndustry Regulatory Authority and other principal exchanges. William Blair International, Ltd is authorized and regulated by theFinancial Conduct Authority (“FCA”) in the United Kingdom. William Blair only offers products and services where it is permittedto do so. Some of these products and services are only offered to persons or institutions situated in the United States and are notoffered to persons or institutions outside the United States. This material has been approved for distribution in the United Kingdomby William Blair International, Ltd. Regulated by the Financial Conduct Authority (FCA), and is directed only at, and is only madeavailable to, persons falling within COB 3.5 and 3.6 of the FCA Handbook (being “Eligible Counterparties” and Professional Clients).This Document is not to be distributed or passed on at any “Retail Clients.” No persons other than persons to whom this document isdirected should rely on it or its contents or use it as the basis to make an investment decision.Accessing Best-in-Class Talent:Investors can tap into their networks (includingformer portfolio company executives), enabling businesses to recruit top-tiertalent for critical leadership roles (e.g., CFOs, CMOs, or COOs). Many investorsprovide in-house resource management teams and operating part