M&A, Private Equity & Investor Relations
Overview
Engaging with investors is a critical task that requires foremost data integrity combined with transparency, consistency & a clear story. We understand the specific requirements of the investor community and act as a bridge between them and the company to tailor information needs.
What We Do
Strategic 5 Year Business Plans :
Building a comprehensive plan that not only articulates the "What" but also the "How" is critical to a positive investor conversation. Our strategic planning framework ensures adequate detailing on Unit economics, Growth Levers & Sensitivity analysis (Positioning, Brand, Market, Product, Pricing, COGS & Assortment, Go to Market design, G&A Org design), Capital Requirement Assessment, Return & Margin Profile benchmarking.
Deal Driver Analytics & Risk Assessment :
We help you stress test the key growth drivers that impact your valuation with historical data to identify material risks.
Data Room Readiness & DD Management :
We can help you set up the data room for the prior 3 Year data along with interacting with the DD agencies helping you load balance finance bandwidth.
Post Deal Integration Support :
We help you transition the acquiree company to your policies, IT platforms, reporting calendars and scrubbing all key Balance Sheet accounts.
Compliance Monitoring & Reporting :
Through data & Ai led reporting tools, we can help create a comprehensive one stop solution for all applicable compliances.
Value stream mapping, Risk Assessment & internal controls :
We help companies comply with internal control requirements for financial reporting including SOX and any other applicable frameworks.
Examples of Our Work
Case Study
Post Merger Integration
Business Challenge: A large USS Billion plus revenue client had acquired a early stage Ai start up with fit for purpose accounting support. The acquiree needed to be integrated into the parent's financial reporting and policy framework.
Case Study
Data Room for Exit Support
Business Challenge: Our client, a US$ 15 Mn Crowdsourced Advertising Company with operations across 7 countries wanted support in their exit process.
Case Study
Listing Support on AIM, LSE
Business Challenge: Our client, an Ai company with no accounting staff wanted support to prepare for a listing in 12 months.
How We Help Clients
