Case study

Performance Assessment for a Portfolio Company

Performance assessment for a portfolio company

Business Situation

  • Our client wanted to assess the performance of an underperforming portfolio company in the media space.
  • Our client was particularly interested in understanding the future of the sector and the multiples that could be potentially realized on exit.

SGA Support

  • Identified industry specific parameters to benchmark and analyze companies in the media sector.
  • Parameters including quantitative features such as the total number of subscribers and qualitative aspects, which included any key content generation, major television right, brands held, etc.
  • Studied the current M&A landscape and median EV multiples classified by subsectors (payments, robotics, etc.).
  • Performed financial and operating KPI reporting including updating monthly financial reporting package, weekly financial and operating KPI reporting, and weekly/monthly A/R aging reports.

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