What Our team of Analysts Can Do

Our experienced and qualified analysts work as an extended team with partners to deliver impact across the deal lifecycle

Pre-Deal Support Services

Deal Sourcing

• Platform and Add-ons lists and outreach
• Platform and Add-ons benchmarking and contact information
• Company profiles
• Trading and transaction comps
• Economic and Industry research
• Sector valuation
• Hypothesis validation / theme research

Platform and Add-ons Evaluation

• Target assessment
• Financial modelling and valuation
• Screening Memos and IC reports
• Market sizing and research
• Primary market research
• Peer group benchmarking
• Competitive landscape
• Waterfall analysis
• Returns profiling

Transaction Advisory Services

• Quality of financial earnings (QofE) reports
• Financial databooks
• Working capital analysis and trends
• Proforma financials/Forecasting
• Purchase price allocation
• Fairness opinion support
• Valuation and impairment assessment
• Due diligence support

Post-Deal Support Services

Investment review

• Performance tracking
• Fund facts sheets
• Variance analysis
• Carrying value calculation
• Portfolio company valuation
• Industry dashboards
• Periodic reporting

CFO Services

• FP&A services
• Budgeting & forecasting support
• Financial/operating performance reports
• M&A financial analysis and reporting
• Private equity and portfolio company services
• Valuation, 409A valuation
• 13 week cashflow

Visualization Dashboarding

• Custom RPA tools
• Building org-level data strategy
• Predictive Modeling & Forecasting
• Dashboarding and performance analytics
• Dynamic MIS reports using Power BI and Tableau
• Real-Time Operational Updates