How founders stumble…
Entrepreneurs know their businesses. However, they’re often missing the time, people or corporate finance expertise necessary to take their businesses to the next level. On top of this, capital markets seem designed to be cumbersome to outsiders:
- Opaque fundraising processes and steps
- Convoluted legal structures
- Brokers who only care about making deals, not whether you make the right one
As a result, much value is left on the table, and time and energy are wasted.
Imagine a world in which your team had all the financial leadership, expertise and capacity required to grow your company and exit well. This is what Behind The Counter offers clients. a corporate financial partnership that unlocks value.
Behind The Counter clients repeatedly:
- Transform their storytelling and investor marketing, attracting better deals from potential investors or buyers
- Make better decisions because they have a senior financial person in the room (we are available when you need it, & don’t charge an hourly rate)
- Access best-in-class reasoning and methodology for investor management, M&A, deal structure and analysis, forecasting and budgeting, and more
- Make good deals &/or sell their companies the right way
HERE’S HOW WE DO IT
The Behind The Counter Method
Whether you are looking to grow or sell your business, we can help you achieve your objectives.
Bring the right people (trusted advisors) into the room.
Dig until we deeply understand your goals and context.
Apply rigorous reasoning and methodology to uncover insight, craft a powerfuk narrative and determine the right strategies for you.
Complete the work with competence and care.
THE SURPRISING TRUTH
Building the right narrative is the single most important factor in getting a deal done.
No one will care about your deck if you can’t immediately capture interest and get to the point. Every slide, every email, and every phone call you make must start with your story. You must sell the future.
Over decades in finance and markets, this has perhaps been our most surprising insight: just how important storytelling is in finance. Narrative has become our clients’ secret weapon.
OUR TESTIMONIALS
WHAT OUR CLIENTS ARE SAYING.
“Gavin played a critical role in helping CalcTree raise its early-stage rounds of funding. From crafting a powerful narrative, creating investor presentations, to financial and cap table modelling and outreach, we have a lot to thank Gavin for where we stand today.”
AUD $859k 1st pre-seed funding round
USD $1.84m 2nd pre-seed round from US & AU VC funds
“Gavin is well renowked for his unparalleled ability to quickly comprehend technically complex businesses, conduct astute commercial analysis, and craft easily digestible narratives for each stakeholder group.‚Äù
A TRACKRECORD OF SUCCESS
$1.2 + Billion in deals
Our team has successfully completed transactions Рcapital raises, M&A, and exits Рvalued at over $1.2 billion. With experience across a wide range of deal structures and industries in Australia, Canada, Israel and the United States, we know what good deals look like and how to unlock them in your business.
Meet Our Founder
Gavin Preston, CFA is the Managing Partner of Behind the Counter. He works with companies to unlock their next level growth and successfully exit.
Over his 20-year+ career in investment management and private equity, Gavin has led and advised $1M – $100 million transactions across a wide range of industries and deal structures in the US, Canada, Australia and Israel. A former interim CEO who rescued a biotech company out of receivership and returned it to health, Gavin knows the pressures CEOs face leading their businesses.
Direct and candid, Gavin Рknown for getting in trouble for telling customers the truth Рlikes to say he is equally proud of the deals he’s advised his clients not to do. A husband and father, he is passionate about helping entrepreneurs attain financial and personal freedom.
WANT TO LEARN MORE?
Get Free Tools And Training
We believe private equity and corporate finance should be far more accesible, which is why we provide tools, workshops and frameworks at no cost.
PLAYBOOKS
WORKSHOPS
PODCASTS & VIDEO
ARTICLES
READY TO UPGRADE YOUR SKILLS AND PROCESSES?