- Constructed a bank buyout model to perform LBO analysis; determined that sponsor would need 38% multiple expansion to meet hurdle rate; concluded that the deal was not feasible since return projections did not justify the required multiple expansion.
- Led buy-side due diligence, including engagement of third-party advisors, for a potential $2.25 million acquisition; uncovered significant CAPEX requirements; the analysis was used in negotiations to support a proposed $450 million purchase price decrease (to $1.8 million).
- Built a dynamic LBO model with multiple pro forma operating and financing scenarios to evaluate a potential $4 million buyout; the model was used to produce insights that supported financing and transaction agreement negotiations.
Focus areas: Mergers & Acquisitions (M&A), Leveraged Buyout (LBO), Private Equity, Due Diligence, M&A (Buy-side), M&A Modeling, Small & Medium-sized Enterprises (SME), Financial Modeling, Valuation, Entrepreneurial Finance, Market Research, Credit Analysis, Business Planning, Discounted Cash Flow (DCF), Scenario Analysis, Financial Forecasting, Leveraged Buyout Modeling, Investment Research, Industry Analysis, Cash Flow Analysis, Operations, Due Diligence Consultant, Cash Flow Modeling, Discounted Cash Flow Analysis, Capital Structuring, Pro Forma Analysis, Asset Management, Forecasting, Accounting, Financing, Investment Analysis, Investments, US GAAP, Trade Finance, Credit/Debt, Private Company Valuation, Three-statement Modeling, CAPEX