Diversified Service Company: Anonymous

Investor: Anonymous

Type of Investment: ✈️Private Equity

The Context

This is an anonymous deal done by a private equity firm explaining how the process happened.

The Memo

Case 1: Diversified Service Company - Post-Close

About you and the Company: Which industry does the business belong to? Diversified What type of buyer best describes you? (Private Equity, Family Office, Strategic, Search Fund, etc.) Other How did you find the company, and how long prior to the transaction did you begin discussions?

Key Takeaways

  • Most companies rarely have audited financials that accurately reflect the financial performance of the company
  • There are certain things that matter more than others when it comes to an acquisition (i.e. QofE minutiae shouldn't eat up a lot of time)
  • Implementing changes after the acquisition is difficult. It takes time and money and it doesn't happen quickly.