$200 Million Privately Held Power Systems Engineering Company
Our client, the business owner, endeavored to sell their business but lacked sophisticated financial records and had no one on staff with sell-side M&A transaction experience. They retained LevelX to provide finance leadership through the transaction.
Role / Actions
- Prepared accrual-basis financial statements
- Prepared a Pitchbook to provide to parties-in-interest (buyers)
Results
- Identified $20,000 of additional EBITDA Addbacks (approx. $160,000 in enterprise value at the, then, multiples) not previously uncovered by the company's investment banker .
- Modified the company's revenue recognition methods in such a way as to increase EBITDA by $100,000, thereby adding $800,000 to the valuation.
![Our Results -- Project Execution 6 https://levelxconsulting.com/wp-content/uploads/2023/08/Our-Results-Project-Execution-6-640x640.jpg](https://levelxconsulting.com/wp-content/uploads/2023/08/Our-Results-Project-Execution-6-640x640.jpg)