BUSINESS SITUATION
A recognized, large-scale US-based private equity firm engaged SGA for end-to-end support in identifying, evaluating, and strategizing investments in the healthcare industry. The engagement was to specifically target opportunities in the elderly care sector in the US.
SGA APPROACH
- Collaborated with the client to develop a targeted investment theme, focusing on opportunities within the elderly care sector
- Leveraged client criteria to create a tailored list of potential investment opportunities within the identified theme
- Supported the client in preparing investment screening memos for select inbound investment opportunities, leveraging company collaterals and financial packages
- Performed competitive analysis and benchmarking to measure company performance and differentiation factors
- Created an extremely detailed and dynamic financial model, providing analysis of various scenarios in terms of company performance and deal structure
- Performed an in-depth valuation of the target and helped gauge possible exit scenarios, timelines, and return possibilities
- Developed investment committee presentations and other collaterals to facilitate decision-making
ENGAGEMENT
SGA engaged a three-analyst team to provide comprehensive support throughout the investment process, encompassing theme identification to exit strategy exploration.
BENEFITS & OUTCOME
- Developed a research-backed thematic investment thesis
- Detailed financial models, thorough valuation, and strategic exit planning provided the client with a holistic understanding of their investments
- The PE firm made informed investment decisions, aligning with its strategic objectives
- The collaborative effort resulted in a well-executed investment strategy
- End-to-end deal support
KEY TAKEAWAYS
- 45% increase in efficiency while evaluating opportunities
- Integration of AI tools to enhance efficiency
- End-to-end deal support with access to SGA’s BIS and graphics services
- Thorough evaluation of business model and sector performance
- Detailed financial models for various scenarios and deal structure
