Structuring the financial information
General and analytical accounting data is made reliable, organised and presented to be understandable to an investor, working closely with the target group's senior management and finance department.
Vendor Assistance
Carrying out limited diligence work as part of a company or business disposal project
What is a Vendor Assistance?
Ahead of a disposal, Vendor Assistance (VA) makes it possible to present clear and usable financial information. It facilitates its analysis by investors, particularly in carve-out situations and/or under tight deadlines.
METHODOLOGY
The diligence work is less extensive than for a VDD, particularly due to time constraints or a specific context (carve-out, company in difficulty). The economic and financial data is presented and commented on.
Analysis of key trends
General trends in activity and cash generation (or consumption) are commented on. Individual line items or their changes are not analysed in detail.
Preparing the datapack
Production of a structured Excel file (datapack) presenting the financial data clearly and in a way that investors can use directly.
Delivery of the output
The deliverable of the engagement is an Excel file (datapack) and, where applicable, a report in standard format. The draft datapack and/or report are intended for the client and potential buyers. By nature, the work performed does not carry the same level of assurance as that performed in a VDD.
Vendor Assistance is based on more limited diligence work: the data is structured and commented on, without an exhaustive analysis. The level of assurance is lower than that of a VDD, but the investor has the essential key information needed to take a position.
When time is limited, when the asset is being carved out, or when the company is in difficulty.
A structured Excel file (datapack), possibly supplemented by a summary report, intended for the client and potential buyers.
WHAT WE OFFER
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Quality of our analyses
Rigorous analyses, based on proven methodologies and a keen understanding of financial issues.
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Knowledge of market practices
We bring the full extent of our experience in the mid-market private transactions space. We understand investors' expectations and provide our clients with the best market practices.
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Tailored execution
Because every capital transaction is unique, we adapt to each context and deliver decisive solutions.
