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Screening for investment opportunities for a Private Equity Fund
Our client, a Europe based private equity firm that acquires controlling interests in mature portfolios, requested us to explore investment opportunities with focus on buying entire portfolio from other PE firms. Our deliverable was a screener to shortlist portfolios of interest in Europe, detailed profiles of the focus companies, and financial models of the companies of financial interest to the client.
Methodology:
The project was executed by a team of two analysts and one associate, guided by a Vice President
Process:
- Preparing a list of PE management companies, their funds under management, and portfolio companies within the funds
- Short listing (by the client) a fund for due diligence and providing the client team with an understanding of the portfolio companies and a valuation range for each company in the portfolio
- Preparing profiles on each company covering the business activity, key events, geographic presence, board of directors, ownership structure, financials (historical and estimates, if available), recent news, business strategy, and industry trends
- Preparing public and acquisition comparables valuation for each portfolio company. The comparables were to be tiered based on detailed overview of business activities, geographic scale, and correlation to macroeconomic factors
- Preparing a memo on the economic backdrop of the country in which the targets are situated to get the client team acquainted
- Short listing companies in the portfolio for preparation of financial models and business due diligence
Result:
The client has extended the relationship to a long term partnership where TresVista works across debt and equity portfolios.
