Insights Case Studies

Lender Diligence Expert separation from publicly traded parent company.

  • Industry | Communications & Electronics Distributor
  • Existing Loan Size | $600MM

Lender Diligence An improved reporting process through field discovery.

  • Industry | Beverage Manufacturer & Distributor
  • Proposed Loan Size | $400MM

Lender Diligence Destination reserves process resulting from shipping terms analysis.

  • Industry | Steel Processing & Distributor
  • Existing Loan Size | $225MM

Buy Side & Sell Side Diligence Efficient run-rate estimates and income statement adjustments.

  • Industry | Scrap Metal Recycling & Processing
  • Engagement | Limited scope quality of earnings review related potential acquisition.

Buy Side & Sell Side Diligence Protection of future revenue streams through review of reimbursement and contract risks.

  • Industry | Healthcare
  • Engagement | Quality of earnings review, related to potential financing arrangement

Buy Side & Sell Side Diligence Centralized treasury functions to more efficiently and accurately monitor cash positions.

  • Industry | Food & Beverage, Fish & Seafood Wholesaling
  • Engagement | Cash and control analysis, including review 26-week cash flow analysis and P&L forecast related to potential financing arrangement

Buy Side & Sell Side Diligence Identified concentration concerns and normalized EBITDA resulting in an overall increase.

  • Industry | Information Technology Consulting
  • Engagement | Quality of earnings review, related to potential financing arrangement