Equity Sourcing

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• Diligence Workstream PlanSequences due diligence workstreams against the exclusivity deadline.
• Due DiligenceStructures and runs a diligence process with a workstream request list.
• Earnings And Filings TeardownExtracts what matters financially from 10-K, 10-Q and 8-K filings and earnings calls.
• Earnout StructuringDesigns an earnout that bridges a valuation gap, with its metric, measurement period,.
• Equity Story DevelopmentBuilds the investor equity story with market, right to win, and answered objections.
• Escrow And IndemnitySizes escrow and indemnity against the diligence risk register, with caps, baskets, and.
• Fairness OpinionBuilds the valuation analysis behind a fairness opinion and shows where the offer sits.
• Financial Scenario ModellingBuild a structured LBO returns analysis with bear/base/bull scenarios, MOIC and IRR.