Investment Related Services

Recognizing, Enhancing and Articulating Value.
 
Origination
  • Identify and qualify potential company targets.
  • Contact and develop relationships with business owners.
  • Screen new investment opportunities.
  • Prepare detailed overview of potential investee companies.
  • Build relationships with GPs/Investors/Consultants/Advisers.
  • Maintain ongoing relationship management activities for attractive investment prospects.

Industry and Competitive Analysis
  • Analyze private equity industry and economic trends.
  • Conduct business and industry analyses and market intelligence to identify attractive investment opportunities.
  • Evaluate potential transactions with respect to industry, market and competitive positioning.
  • Conduct operational and technical benchmarking analyses showing target company performance relative to its competitors.
  • Assume special projects, case studies, and other analyses.
  • Conduct research for marketing, deal sourcing and fund raising.

Valuation and financial modeling
  • Build comprehensive valuation models, relying on capital structure, DCF, LBO, liquidation, and comparable multiple analysis.
  • Develop and manage complex financial models.

Due Diligence
  • Perform business due diligence including the identification of key areas of risk and opportunity.
  • Provide support in verification/validation of Management and key employees, Market, Product, Business Model and Operational Plans.

Portfolio Management & Monitoring
  • Monitor performance of portfolio companies.
  • Evaluate the trajectory of portfolio companies through research and due diligence calls with portfolio CEOs and co-investors.
  • Provide operational and strategic assistance to portfolio companies.
  • Prepare returns forecasts, commentary, investment information and associated materials for presentations.

Value Enhancement in Operations

Through the Effective Allocation of Time, Capital, Materials and People.

Project Management
  • Structuring of Effective Teams
  • Rapid Volume Ramping
  • Expansion of Physical Operations 
  • Set-up and Commissioning of New Manufacturing Facilities 
  • Technology Transfer of Production Operations 

Quality Management
  • Quality Measurement Systems and Metrics
  • Internal Cost of Quality Analysis
  • Identification, Analysis and Resolution of Quality Problems
  • Process Capability Analysis
  • Process Control Programs

New Product Introduction
  • Process Capability Analysis
  • Design for Manufacturing and Assembly
  • Review of Design Deliverables to Manufacturing
  • Creation of Manufacturing Work Instructions and Process Documentation
  • Prototyping, Testing and Qualification Programs
  • Project Management for Transitioning from R&D to Volume Production
  • Make/Buy Decision Support
  • Supplier/Contract Manufacturer Evaluation and Audit

Manufacturing and Business Operations
  • Manufacturing Strategies
  • Contingency and Risk Planning
  • Process Mapping and Measurement
  • Manufacturing Cost Estimation
  • Identification and Elimination of Non-Value Added Activities
  • Line Balancing
  • Capacity Planning
  • Work Flow and Layout
  • Cycle Time Reduction
  • Inventory and WIP Optimization
  • Shop Floor Systems
  • Metrics Creation and Tracking
  • Operations and Business Process Optimization
  • New Equipment Evaluation and Justification
  • Creation of Manufacturing Work Instructions and Process Documentation
  • Tooling Design