From origination to investment committee

Deal Sourcing & Origination

Target identification, buyer/seller mapping, and pipeline support for teams building or refreshing a deal pipeline.

• Target lists built against defined size, sector, and geography criteria
• Buyer and seller universe mapping
• Outreach-ready contact and pipeline tracking support

Screening & Preliminary Analysis

Target shortlisting, CIM analysis, and competitive benchmarking to narrow a pipeline to the opportunities worth pursuing.

• CIM and teaser review with summary flagging of key issues
• Shortlisting against investment criteria
• Competitive and comparable-company benchmarking

Market & Industry Research

Market sizing, industry deep dives, and risk analysis to support the investment thesis behind a deal.

• TAM / SAM / SOM sizing and growth analysis
• Industry structure, competitive dynamics, and regulatory landscape
• Thesis-specific risk factor identification

Financial Modeling & Valuation

DCF, comps, precedent transactions, LBO, and scenario modeling built to investment-committee standard.

• Three-statement and LBO models with sensitivity and scenario cases
• Comparable company and precedent transaction analysis
• Discounted cash flow and standalone valuation support

Due Diligence Support

Financial and commercial diligence, data room review, and red-flag reporting during the confirmatory phase of a transaction.

• Normalized EBITDA bridges and revenue quality analysis
• Data room review and document tracking
• Operational and commercial red-flag identification

Investment Memos & IC Materials

Memo drafting and investment committee presentation support that turns diligence findings into a clear recommendation.

• Investment memo drafting aligned to your IC format
• Supporting exhibits, comps, and sensitivity tables
• Presentation-ready IC materials