Industry/Space
Purpose of the Operational Due Dilligence
Client
Foundry
$50M revenue base -- conduct operating due diligence and prepare execution plan for post acquisition
Private equity firm
Fast food chain
$150M revenue base -- determine the viability of the business, present an execution plan for the turn around.
Financial sponsor
Hotel chain
$75M revenue base -- prepare a restructuring plan and execution plan for the turn around.
Financial sponsor
Injection molding
$25M revenue base -- conduct operating due diligence for buyout firm.
Private equity firm
Transportation
$80M revenue base -- the board wanted a turn around plan.
Board of directors
Retail chain
$165M revenue & 66 stores -- present a turn around plan.
Financial sponsor
Supplements
$40M revenue base -- assess the viability of the business and prepare a turn around plan
Financial sponsor
Building products
$25M revenue base -- conduct operating due diligence for buyout firm.
Private equity firm
Building products
$75M revenue base -- assess viability and present turn around plan.
Financial sponsor
Events producer
$18M revenue base -- assess the company & determine whether additional investment into the company is warranted.
Financial sponsor
Security
$15M revenue base -- conduct operating due diligence.
Financial sponsor
Food manufacturing
$200M revenue; bondholders wanted to purchase the company via a chapter 11 proceeding.
Bondholders
Food storage
$30 million revenue -- conduct operating due diligence for buyout firm.
Private equity firm
Construction
$70M revenue base -- assess whether this company should be acquired.
Private equity firm
High-end appliances
$15M revenue base -- Company lost $2 million in previous year and Board wanted to assess whether the company could be turned around.
Board of directors
Commercial bakery
Assess the time and additional capital needed to turn around the company; company loosing $1.2 Million on $19.2 million in revenue.
Board of directors
Financial services
Assess the current business model and its longer term viability and opine on the execution ability of the current management team.
Board of directors
Telecommunications
Investors wanted to know if the company was worth acquiring.
Private equity firm
Business services
Board needed an assessment of the current business model and whether a new business model is more appropriate/viable.
Board of directors
Software
Company developed e-campaign software -- investors wanted to know whether to continue supporting the company.
Existing investors
Electronic fulfillment
Board needed an assessment of the business model and its viability.
Board of directors
Medical products
Investors needed operational assessment prior to acquiring the company.
Private equity firm
Toys
Advise investors on the on-going viability of the company.
Board of directors
Direct mail
Advise investors on the issues facing this potential acquisition.
Private equity firm
Metal fabrication
Advise lenders on the operational viability of the business.
Lenders
Software
Evaluate a new business model; the company doing $30 million in sales and losing $4 million per year.
Board of directors
E-commerce
Advise the board on the best exit strategy; the company sold commodity office products via the internet.
Board of directors
Automotive
Advise lenders on the possibility of company's survival and the steps needed to turnaround the company.
Lenders
Healthcare services
Determine whether to hold or sell the company.
Board of directors
Software
Investors needed operational assessment prior to acquiring the company.
Private equity firm
E-Commerce
Assessment of the business model and its viability.
Board of directors
Technical Training
Advise the board on feasibility of the turnaround and exit strategy.
Board of directors