Deals strategy

A leading packaging company needed a detailed vendor commercial due diligence report, outlining its exit story and growth ambitions going forward. As technological advancements in chemical engineering improved the quality of recycled packaged materials (e.g., low-density-polyethylene) and increased plastic waste processing capabilities, new growth fields started opening up. During the due diligence process, it became clear that these growth opportunities could play a large part in demonstrating the comprehensive business strategy to new investors.

Ultimately, our work on the due diligence resulted in the creation of a new business unit that combines waste sourcing, processing, and recycling to fully leverage the ongoing macroeconomic trend toward a circular economy - drastically increasing the overall valuation of the company.

ESG considerations are increasingly crucial for private equity funds, driven by heightened scrutiny from regulators and investors. With that in mind, a leading private equity client engaged our team to develop a comprehensive ESG strategy, integrating ESG principles across that transaction cycle and value creation playbook. We identified key focus areas and performance indicators, using a hands-on assessment tool and a communication plan detailing operational impacts and steps forward. Then, we crafted the strategic plan to implement detailed ESG levers throughout the transaction processes, as well as a refreshed value creation playbook to emphasize the funds value proposition, increasing its market competitiveness.

Two struggling high-tech laser semiconductor companies sought to enhance their market position and operational efficiency by considering a partnership. To help assess the proposed deal, our deal advisory team analyzed both companies’ product portfolios and technological capabilities to identify areas for potential collaboration. We identified synergies in technology, operations, and go-to-market plans, and we quantified potential financial upsides. This led to the evaluation of specific partnership options and the determination of optimal operational scenarios. Ultimately, we gave a recommendation for future partnership models based on this assessment.

A private equity-owned provider of premium valves, hydrants, and other solutions for water flow control had struggled to be divested. The overall group consisted of too many different brands and product groups, serving various end markets with limited synergies across the group. We helped the private equity owner evaluate a strategic reset of the group, resulting in a split of the group into three digestible, specialized, and attractive companies.

We then helped the company prepare for divestiture by providing end-to-end sell-side support (i.e., preparing sell-side marketing information and managing the M&A process, including orchestration of the buy-side due diligence processes for the sell-side). Our services included the facilitation of investor and management meetings, analysis of bids, and facilitation of sale and purchase agreement (SPA) negotiations. Ultimately, we enabled our client to successfully divest the entire asset.