We have due diligence experience in manufacturing, wholesale and service sectors. Assignments
have been completed for both domestic and foreign entities. Among
others, analysis in the manufacturing industries has been completed in
the garment, industrial paper, packaging, filter, wood veneer,
automotive parts, sporting goods, process controls, HVAC, petro-chemical
equipment and drug equipment. Wholesale distribution experience
includes automotive parts, fast food, aerospace, railroad, heavy duty
truck, petro-chemical, oil supply, sporting goods and service station
supply. Service industry experience includes computer software,
software training, internet, trucking, medical, storage, moving,
restaurants, retail stores, hotels and construction.
We analyze financial statements, tax returns
and internal company documents to determine the veracity of
representations made by management.
Additional services below have been rendered during due diligence or in merger and acquisition consulting assignments.
Market analysis - Have analyzed markets for consolidation by
merger or acquisition. Markets have been defined, bounded and sized.
Spreadsheet templates have been developed to assist in analyzing the
market qualitatively and quantitatively.
Acquisition targeting - Have identified individual acquisition
candidates. Have rated objectives by suitability of positive financial
results of combination. Analysis was created by determining the
financial impact of combination of individual acquisitions targets and
rating by suitability. Financial templates have been developed to
utilize quantitative decision making procedures to properly analyze
candidates by removing significant personal bias.
Valuation - Have performed business valuations for use in
corporate mergers and acquisitions, court proceedings and for individual
investors. Both formal and informal reports have been prepared.
Contract assistance - Have assisted counsel and principals in
framing contracts of sale, buy-sell agreements, partnership agreements
and employment agreements. Alternative proposals have been developed
and submitted for analysis of financial and tax ramifications of
alternatives.
Negotiation/Mediation - Have assisted in negotiations to
determine price and terms of agreements. Have appeared at National
Labor Relations Board mediation conferences regarding union contract
matters. Have served as independent mediator in contract disputes.
Financing - Have created business plans, prospective financial
statements and financing packages for submission to lending
institutions, venture capital organizations and individual investors.
Have negotiated with competing lending institutions to secure best terms
and conditions.
