$500 Million Private-Equity Backed Diversified Water Products, Technologies And Services Company
Our client, the CFO of a business in entering a confidential sales cycle, retained LevelX to deploy a consultant to help him navigate the sell-side work effort, while maintaining confidentiality of the process among the company’s staff.
Role / Actions
- Served as liaison between the finance team and their Investment Banker, Quality of Earning firm, Attorneys, and other external advisors
- Managed due diligence-related and other transaction-related meetings
- Compiled requested financial data
- Answered buyer(s) due diligence questions
- Prepared analyses to assist with company's valuation
Results
- Identified EBITDA addbacks (not previously identified by the company's other advisors) enhancing the company's enterprise value by $120,000.
- Advised management on facets of the Company’s sell-side presentation materials and responses to buyers questions; accelerated the transaction by approximately one month and saved approx. $50,000 inn consulting fees
