![](https://www.swan-partners.co.uk/wp-content/uploads/2020/10/Situation-graphic-e1605041494797-150x150.png)
Situation
Our client and the PE sponsor wished to demonstrate the strength of their portfolio business orderbook and pipeline for ongoing use and ultimately, to support a future company sale.
Swan Actions
- Simplified c.100,000 rows of raw data
- Developed an excel based approach to concisely articulate the value of the order book
- Developed functionality to enable the end user to review key outputs and flex key drivers to demonstrate the impact on the order book
![](https://www.swan-partners.co.uk/wp-content/uploads/2020/10/Swan-Action-graphic-e1605041335445-150x150.png)
![](https://www.swan-partners.co.uk/wp-content/uploads/2020/10/outcome-graphic-e1605041583693-150x150.png)
Outcome
The tool was integrated into the monthly reporting process enabling management to spot trends in real time and provide in-depth analysis to support future valuation for sale.
Client Testimonials
![](https://www.swan-partners.co.uk/wp-content/uploads/2020/10/unsplash-abstract-skyscraper-light-floriane-vita-squ-1000px.jpg)
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
![](https://www.swan-partners.co.uk/wp-content/uploads/2020/10/birmingham-sarah-doffman-u44HcmdG0Oo-unsplash-squ.jpg)
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