Although EBITDA tells the high-level story of a business, delving into the granular details of financial records reveals truths about a business that may not be initially evident.
Our buy- and sell-side FDD teams can identify issues and opportunities that arise during – or that may arise after – the transaction process, helping our clients to make faster, more accurate decisions.
We bring the perspective of a private equity firm to the FDD process, leveraging our shared experience as investors, operators, and business managers to deliver actionable intelligence on business opportunities and reveal hidden value that others may miss. By understanding the earnings and historical trends associated with the contracts, customers, and operations of a business, we gain a clearer picture of a business’ true potential.
We listen to the broad landscape of our clients’ objectives for an acquisition target, then we deliver the granular financial details that enable better investment decisions.
Each engagement we undertake is tailored to the client’s needs. Our clients leverage our focus on the controllership and office of the CFO while they focus on the target business’ operations. Through a partnership approach and shared understanding of needs, we work with our clients to not only deliver security on the numbers but our perspective on needs for transition as well as business improvement opportunities.
- On the buy side, we examine the processes, people, and systems in place; we ensure that reporting is relevant and reflective of underlying economics; and we uncover details and deal issues. This enables us to identify risks, assess concerns and share in developing solutions.
- On the sell side, we identify and remediate issues in advance, we develop legitimate responses to potential operating or financial reporting concerns, we present necessary schedules in expected formats, and we anticipate and prepare for buyer questions, all in order to preserve value.
From red-flag reviews to full-scope diligence reports, our team can engage as early as the screening stage and work as a true partner to help evaluate the potential of your next investment opportunity or to optimize your current investment portfolio.