Private Equity / Credit

Who We Work With

Private Equity / Credit
Independent Sponsors
Private Equity Fund of Funds
Secondary Investors
SBICs
Venture Capital
Family Offices/LPs
Debt Capital Providers
Business Development Companies
Placement Agent / Brokers
Private Equity Consultants

What We Do

  • Investor Relations

    Investor Relations


    • Fund Raising & Strategy
      • Validating Fund Strategy
      • Creating Private Placement Memorandums
      • Identifying Potential Investors
      • Preparing Investor Profiles
      • Preparing Road Show Materials
      Marketing & Communication
      • Creating Periodic Investor Communication
      • Creating Whitepapers and Case Studies
      • Content Marketing
      • Managing Social Media Platforms
      • Packaging and Maintaining Communication Material
  • Business Development

    Business Development


      • Proprietary Deal Flow
        • Industry Landscaping
        • Identifying Potential Targets
        • Preparing Target Profiles
        • Creating & Maintaining Data Rooms
        • Managing CRM Databases
        Inbound Deal Flow
        • Summarizing Investment Memorandums
        • Screening Investment Opportunities
        • Identifying & Marketing to Relevant Bankers/Brokers
        • Reviewing NDAs
        • Deal Viability Analysis
  • Deal Execution

    Deal Execution


      • Research & Due Diligence
        • Industry Research
        • Detailed Company Profiling and Competitive Landscaping 
        • Analyzing and/or Creating Data Rooms
        • Creating DDQ & Liaising with Management Teams
        • Preparing Investment Memorandums
        • Financial Statement Analysis
         
        Modeling & Valuation
        • Financial Modeling & Assumption Validation
        • LBO & DCF Modeling
        • Operational Modeling
        • Merger Modeling 
        • Sensitivity Analysis
        • Trading & Precedent Transaction Comparable Analysis
  • Portfolio Strategy

    Portfolio Strategy


      •  Management
        • Portfolio Valuations (IRC 409A & ASC 820)  
        • Identifying Add-on Acquisitions & Potential Acquirers
        • Preparing Board Materials
        • Maintaining Operating Models
        • Creating Market & Consumer Strategy Studies
        • FInancial Reporting and Analysis
         
        Data Analytics
        • Data Visualization using KPI dashboards
        • Reporting & Automation (Excel-VBA-Macros)
        • Predictive Modeling
        • Text Cleaning & Mining
        • Web Scraping (Publicly Available Data)
        • Preparing Strategic Plan from Analytical Insights
  • CFO Office

    CFO Office


      • Fund Administration
        • Recording Acquisitions and Dispositions
        • Tracking Commitments, Capital Calls and Distributions 
        • Calculating Carried Interest and Management Fees 
        • NAV, Returns and Waterfall Calculations 
        • Maintaining Investor Capital Account Balances
         
        Book Keeping
        • Recording Invoices
        • Tracking Expenses
        • Recording Journal Entries
        • Cash and Bank Reconciliations
        • Maintaining General Ledger
        • Income and Expense Reconciliations