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PRIVATE EQUITY SERVICES
Pre-Acquisition Assessment | Portfolio Company Improvement | Liquidity Event
Pre-Acquisition Assessment
We add an operational component to the deal team. We analyze a company's operations and identify potential opportunities and risks of the deal. This information has significant value in deciding whether to invest, negotiating terms, and improving performance after closing the deal.
- Operational Scorecard
Using a proven framework, our professional team assesses the operational fit with the company’s strategy and business model; growth opportunities; process and functional capabilities; management quality; and overall operational effectiveness.
- Operating Plan Review
We evaluate the company’s projections for revenue, profitability, capital budgets, resource requirements, and major improvement initiatives.
- Risk Analysis
We identify and assess operational risk factors that could limit your return on investment or lengthen the duration of your investment.
- Improvement Opportunities
We develop a list of specific opportunities to enhance operating performance, and quantify expected financial improvements in terms of revenue, COGS, SG&A, working capital turnover, and fixed asset utilization.
Portfolio Company Improvement
We work with management to identify, quantify, and implement operational improvements in marketing, sales, supply chain, and manufacturing operations. Click here for more information.
Liquidity Event
We add an operational component to the seller's team. We develop evidence and quantification of unrealized value in the business that buyers should take into account in preparing their bids. We also identify operational issues that, from a buyer's perspective, may negatively affect the value, and we prepare evidence to address these issues.
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FEATURED SERVICES
ValuMax
Our service that links operations and finance in unique ways.
Private Equity Services
Adding unique value for private equity funds and other investors.
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