$300 Million Commercial Claims Adjuster
The ownership team sought to acquire an competitor in an adjacent market which would more than double their business. The management team lacked buy-side experience and unbeknownst to them, the sell side management team had no formal financial records, making traditional due diligence virtually impossible. Management retained LevelX to deploy a consultant with significant buy-side management experience to help them secure financing for the transaction and to provide deal-related support.
Role / Actions
- Prepared lender pitch book to secure funding for the transaction
- Fulfilled lender data requests
- Prepared financial analyses to assist with business valuation
Results
- Performed all activities for which LevelX was responsible on time and within budget
