BUSINESS SITUATION
Our client received a buy-side mandate to support a firm looking to acquire a UK-based consumer services provider to strengthen its operations by buying a prominent consumer services provider based in the UK.
SGA APPROACH
- Conducted a comprehensive analysis of the UK consumer services market to identify the potential acquisition targets aligned with the client’s strategic objectives
- Performed an exhaustive search and screening for relevant targets using multiple data sources (S&P CapitalIQ, Factset, Refinitiv, UDU AI, SourceScrub, MergerMarket, and Pitchbook), industry reports, and industry associations
- Shortlisted and benchmarked a more focused list of companies across various parameters, including historical revenue and profitability metrics, revenue breakdown by business line and product, ownership, recurring client revenue by product, Adj. EBITDA, management, and contact information
- Post-selection of appropriate targets based on size and solutions, created detailed profiles indicating business overview, financials, synergies, the UK market for consumer services, and rationale for acquiring the target
- The next step included creating a pro-forma analysis for presenting the post-acquisition scenario and client’s valuation based on an unsynergetic basis for the selected targets
- Created a detailed presentation with charts and the pro-forma model, indicating value addition for the client through acquisition
ENGAGEMENT
Initially, we assisted the client by conducting target screening and crafting profiles for shortlisted targets. Subsequently, the client extended our engagement to include creating a pro-forma analysis. This analysis aimed to present the post-acquisition scenario and provide a valuation for the client, based on an unsynergetic basis, specifically tailored to the selected targets.
BENEFITS & OUTCOME
- Exceptional quality with a swift turnaround time
- Integration of AI tools to enhance the efficiency of target identification
- Regular updates and meticulous screenings to pinpoint the most suitable targets
- Stringent cross-verification of targets, guaranteeing precise valuations tailored to client specifications
KEY TAKEAWAYS
- 40% more sales team capacity
- Integration of AI tools to enhance the efficiency of target identification
- Optimized workflow processes to minimize bottlenecks and maximize overall productivity
- Strategic resource allocation to ensure optimal utilization and effectiveness
