Pre-deal
Market Research
- Market sizing
- M&A landscape
- Industry analysis
- Customer segmentation
Financial Modeling
- Financial projections
- Valuation analysis
- Scenario planning
Expertise Across the Deal Funnel
Post-deal
Post Closing Support
- 100-day integration plan
- Investor reporting packages
- PMO support
FP&A Support
- Financial plan development
- Strategic planning
- Resource allocation
Portfolio
Special Projects
- Cost reduction
- New market entry plan
- Bolt-on M&A diligence
- Pricing optimization
Interim Operational Roles
- CFO / Controller
- VP / Director of Finance
- BI / Data Analyst
Meet a Few of Our Private Equity Experts
Anuar Heberlein
Portfolio Company Optimization Expert
Available
Previously at
About
Quantified and realized US$100 million in synergies/savings between a large soft drink company and its recently acquired juice division.
M&A landscape
Financial projections
Cost reduction
Portfolio optimization
100-day integration plan
Keith Fernandez
Capital Markets Expert
Available
Previously at
About
Executed and maintained capital markets related transactions for existing KKR portfolio companies, new leveraged buyouts, and third-party capital raises and syndications.
Market sizing
Financial plan development
Financial projections
Bolt-on M&A diligence
Sergio de Fuccio Oliveira
Cost Optimization Expert
Available
Previously at
About
Created a strategy plan for a business unit of a US-based sports equipment manufacturer (part of a PE firm) that increased the EBITDA over 30% in three years.
Financial plan development
Cost reduction
Strategic planning
Resource allocation
Keith Fernandez
Capital Markets Expert
Available
Previously at
About
Executed and maintained capital markets related transactions for existing KKR portfolio companies, new leveraged buyouts, and third-party capital raises and syndications.
Market sizing
Financial plan development
Financial projections
Bolt-on M&A diligence
Sergio de Fuccio Oliveira
Cost Optimization Expert
Available
Previously at
About
Created a strategy plan for a business unit of a US-based sports equipment manufacturer (part of a PE firm) that increased the EBITDA over 30% in three years.
Financial plan development
Cost reduction
Strategic planning
Resource allocation
Kelly Sickles
Interim CFO
Available
Previously at
About
Established KPIs and budgets for the core business, which included a sizable online and offline marketing budget, as well as diverse initiatives such as a private-label product launch, a multi-million warehouse expansion, an automation project, and a co-marketing effort with American Express.
100-day integration plan
Strategic planning
Resource allocation
Financial plan development
Scenario planning
Sergio de Fuccio Oliveira
Cost Optimization Expert
Available
Previously at
About
Created a strategy plan for a business unit of a US-based sports equipment manufacturer (part of a PE firm) that increased the EBITDA over 30% in three years.
Financial plan development
Cost reduction
Strategic planning
Resource allocation
Kelly Sickles
Interim CFO
Available
Previously at
About
Established KPIs and budgets for the core business, which included a sizable online and offline marketing budget, as well as diverse initiatives such as a private-label product launch, a multi-million warehouse expansion, an automation project, and a co-marketing effort with American Express.
100-day integration plan
Strategic planning
Resource allocation
Financial plan development
Scenario planning
Romain A. Ichbiah
M&A Diligence Expert
Available
Previously at
About
Performed sell-side diligence for a PE-owned industrial distributor—including historical growth driver definition, “as is” forecast, identification, and sizing/prioritization of internal (sales effectiveness) & external (assortment, geographies, M&A) opportunities.
Market sizing
M&A landscape
Valuation analysis
Bolt-on M&A diligence
CFO/ VP of Finance
Kelly Sickles
Interim CFO
Available
Previously at
About
Established KPIs and budgets for the core business, which included a sizable online and offline marketing budget, as well as diverse initiatives such as a private-label product launch, a multi-million warehouse expansion, an automation project, and a co-marketing effort with American Express.
100-day integration plan
Strategic planning
Resource allocation
Financial plan development
Scenario planning
Romain A. Ichbiah
M&A Diligence Expert
Available
Previously at
About
Performed sell-side diligence for a PE-owned industrial distributor—including historical growth driver definition, “as is” forecast, identification, and sizing/prioritization of internal (sales effectiveness) & external (assortment, geographies, M&A) opportunities.
Market sizing
M&A landscape
Valuation analysis
Bolt-on M&A diligence
CFO/ VP of Finance
Anuar Heberlein
Portfolio Company Optimization Expert
Available
Previously at
About
Quantified and realized US$100 million in synergies/savings between a large soft drink company and its recently acquired juice division.
M&A landscape
Financial projections
Cost reduction
Portfolio optimization
100-day integration plan
Romain A. Ichbiah
M&A Diligence Expert
Available
Previously at
About
Performed sell-side diligence for a PE-owned industrial distributor—including historical growth driver definition, “as is” forecast, identification, and sizing/prioritization of internal (sales effectiveness) & external (assortment, geographies, M&A) opportunities.
Market sizing
M&A landscape
Valuation analysis
Bolt-on M&A diligence
CFO/ VP of Finance
Anuar Heberlein
Portfolio Company Optimization Expert
Available
Previously at
About
Quantified and realized US$100 million in synergies/savings between a large soft drink company and its recently acquired juice division.
M&A landscape
Financial projections
Cost reduction
Portfolio optimization
100-day integration plan
Keith Fernandez
Capital Markets Expert
Available
Previously at
About
Executed and maintained capital markets related transactions for existing KKR portfolio companies, new leveraged buyouts, and third-party capital raises and syndications.
Market sizing
Financial plan development
Financial projections
Bolt-on M&A diligence
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