Private Equity/Credit

Who We Work With

  • Private Equity/Credit
  • Independent Sponsors
  • Portfolio Companies
  • Private Equity Fund of Funds
  • Secondary Investors
  • SBICs
  • Venture Capital
  • Family Offices/LPs
  • Debt Capital Providers
  • Business Development Companies
  • Placement Agent / Brokers
  • Private Equity Consultants

What We Do

Modeling & Valuation

  • Financial Modeling & Assumption Validation
  • LBO & DCF Modeling
  • Operational Modeling
  • Merger Modeling
  • Sensitivity Analysis
  • Trading & Precedent Transaction Comparable Analysis

Research & Due Diligence

  • Industry Research
  • Detailed Company Profiling and Competitive Landscaping
  • Analyzing and/or Creating Data Rooms
  • Creating DDQ & Liaising with Management Teams
  • Preparing Investment Memorandums
  • Financial Statement Analysis

Fund Raising & Strategy

  • Validating Fund Strategy
  • Creating Private Placement Memorandums
  • Identifying Potential Investors
  • Preparing Investor Profilesg
  • Preparing Investor Profiles
  • Creating Periodic Industry Newsletters

Marketing & Communication

  • Creating Periodic Investor Communication
  • Creating Whitepapers and Case Studies
  • Content Marketing
  • Managing Social Media Platforms
  • Packaging and Maintaining Communication Material

Proprietary Deal Flow

  • Industry Landscaping
  • Identifying Potential Targets
  • Preparing Target Profiles
  • Managing CRM Databases
  • Creating & Maintaining Data Rooms

Inbound Deal Flow

  • Summarizing Investment Memorandums
  • Screening Investment Opportunities
  • Identifying & Marketing to Relevant Bankers/Brokers
  • Reviewing NDAs
  • Deal Viability Analysis