How we helped a Private Credit client to create a list of potential refinancing targets by analyzing portfolio companies of a BDC
How we helped a Family Office client to build a template and analyze past and current sales data based on different identifiable metrics business man financial inspector and secretary making report, calculating or checking balance. Internal Revenue Service inspector checking document. Audit concept
How we helped a Private Debt client to track and monitor the health of each of its portfolio companies
How we helped a Private Credit Fund client to perform a valuation of leveraged loans portfolio quarterly
How we helped an Impact Investing client to analyze and track the performance of portfolio companies in comparison to their peers
How we supported a Growth Equity firm in analyzing the performance of a target with a SaaS Business Model
How we assisted a Private Equity firm organize the data room of a potential target and conduct store-level sales data analysis
How we helped a Private Credit client to build an investment committee briefing as per the underwriting mandate of the client to be presented to the IC
