Deal Sourcing and Due Diligence

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Deal Sourcing and Due Diligence

Reasonable valuations can be a game-changer when it comes to deal sourcing and identifying yielding investment opportunities. However, extensive due diligence takes time inadvertently leading to either missed opportunities or investments at inflated valuations. Fuld’s team integrates seamlessly with our clients, simplifying deal sourcing for platform and add-on acquisitions and expediting due diligence without compromising the details.

 Our services include:

Deal Origination Market and Company Analysis Financial Analysis and Valuation
  • Identify potential targets
  • Review and screen relevant markets for untapped business opportunities
  • Prepare short and detailed profiles
  • Expand IB network
  • Summarize CIMs
  • Evaluate teasers
  • Review NDAs
  • SAM/TAM assessment
  • Industry and competitive landscape
  • Market sizing and growth forecasts
  • Customer segmentation
  • Trend analysis
  • Regulatory analysis
  • Supplier and customer analysis
  • Product analysis
  • Investment committee memo
  • 3-statement modeling
  • DCF/LBO analysis
  • Detailed operational modeling
  • Returns analysis
  • Quality of earnings analysis
  • Relative valuation
  • Sensitivity analysis
  • Proforma development

 

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Case Study

Objective  A Private Equity firm sought to grow one of its portfolio companies through add-on acquisitions. The portfolio company, a

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