Our Process
One firm, from strategy to post-acquisition.
Each engagement begins by defining the scope of work, the information required, the expected deliverables and the timing. You may retain us for a single assignment or for every stage, from acquisition strategy through to post-acquisition support.
- 01
Acquisition Strategy & Criteria Definition
We start by making your acquisition thesis explicit: target revenue ranges, profitability thresholds, investment parameters, preferred industries and geographic priorities.
- 02
Market Research & Sector Analysis
Research on the sectors you are considering: market size, growth trends, competitive dynamics, industry structure, customer demand and operating benchmarks.
- 03
Financial Analysis & Modeling
Financial analysis and models for each potential investment: historical performance, cash flow and working capital, projections, scenario and sensitivity analysis, and return analysis.
- 04
Due Diligence Coordination
Organization of the financial and commercial due diligence, in coordination with your legal, tax and other professional advisors, and a summary of the key findings.
- 05
Post-Acquisition Support
Once the acquisition is completed, financial monitoring of the business: budgeting, reporting, cash-flow and KPI tracking, and actual results compared with the investment assumptions.