Situation
Our client was being sold to a private equity house. Due to capacity constraints our assistance was required to assist management in preparing the necessary information and managing the overall process.
Swan Actions
- Creation of a dynamic, business data driven, fully integrated P&L, B/S and CF financial model enabling sensitivity analysis and scenario flexibility.
- Reconciliation of historic statutory information to the financial model
- Stakeholder management and support in particular VDD advisors
- Bidder presentation of financial model
Outcome
- Freed the management team to focus on day to day business and sale information
- Successful sale completed
Client Testimonials
Swan Partners are fast workers, down to earth and sensibly priced. I have not met people in 25 years of doing transactions who do it better.
– CEO, FTSE250 Insurance Company
The team’s support was invaluable throughout the acquisition process and I would recommend to anyone to use them in the future.
– CEO, FTSE250 Oil & Gas Company
