Project Summary/Objectives
A lower middle market PE firm based in the southwestern US needed analyst support to conduct day-to-day operations as well as help narrow firm’s operating strategy and target market for acquisitions
- Perform market research of LMM
- Determine existing market conditions and deal multiples
- Help define and narrow firm’s deal target profile
- Review and revise investor pitch deck
- Identify potential deals and build deal pipeline
- Perform other operations as needed
Our Approach
- Performed market research by interviews and
reviewing and analyzing market/industry reports
and other resources - Cultivated relationships with brokers, large PE
firms, and others potential deal sources - Conducted quick screens and in-depth due
diligence of targets - Utilized financial modeling (best case/worst
case scenarios) to create proformas to
determine the best targets to review/pursue
Created and presented PIC’s for leadership - Conducted due diligence of investment
opportunities using public and disclosed
information obtained through NDA’s
Value Delivered/Outcomes
- Evaluated and narrowed the firm’s target market
for investment opportunities and helped define
their deal target profile - Increased deal pipeline with dozen of
connections actively sending deals to firm - Revised firm’s pitch deck and quick screen
templates - Screened hundreds of deals and identified
multiple investment opportunities - Performed in-depth due diligence and analysis of
potential investment opportunities, helping
decide which deals to pursue and submit LOI’s
