Services

I work with Private Equity Teams and CFOs to support higher conviction acquisitions, value creation in portfolio businesses and exit for full value.

Buy-Side: Investment Thesis Conviction

Increase conviction before you deploy capital through a quantified, driver-based view of value creation and risk.

Transaction execution

  • Target assessment
  • Normalised earnings
  • Normalised working capital
  • Net cash position considerations
  • Management Q&A to summarise commercial developments

Driver-based financials

  • Revenue and gross profit decomposed into unit economics
  • Cost structure mapped to operational activity drivers
  • Working capital and cash conversion dynamics
  • Quantification of strategic initiatives and EBITDA impact
  • Forecast modelling & sensitivity analysis

Unit economics deep dives

  • Recurring revenue strata analysis
  • Contribution margin by portfolio cohort
  • Concentration risk analysis
  • Customer acquisition cost and lifetime value
  • Pricing power diagnostics
  • Cost base scalability

PortCo Value Creation: CFO Support

Support CFOs turning the investment thesis into measurable performance through the provision of business analytics, transaction advisory services and exit planning.

Business analytics

Design & implementation of investment thesis measurement on an ongoing or ad hoc basis:

  • Driver-based financials
  • Unit economics deep dives
  • Report automation
  • Business intelligence solutions

Transaction support

  • Support through bolt-ons and refinancing
  • Financial modelling support
  • Synergy quantification
  • Integration planning
  • Performance tracking

Exit planning

  • Support preparation for exit
  • Normalised earnings analysis
  • Margin and working capital optimisation
  • Strategic re-framing to resonate with buyer narratives

Sell-Side: Value Realisation

Control the narrative to maximise price and reduce execution risk.

Vendor data packs

  • Clean, reconciled and diligence-ready financial data packs
  • Diligence-ready support for vendor normalisations of EBITDA and working capital
  • Deep dive data packs into unit economics to frame & quantify the equity story for buyers

Buyer question readiness

  • Anticipate financial and commercial questions from buyers
  • Build defensible answers backed by data
  • Align management narrative with evidence

Carve-out financials

  • Preparation of carve-out financials
  • Standalone P&L, balance sheet and cash flow
  • Diligence-ready basis of preparation
  • Transitional service modelling support

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