Evaluate an acquisition
Understand the business. Then the deal.
You are considering a founder-owned business. How do customer concentration, the growth plan and financing change what it is worth to you?
Starting evidence
Management accounts, customer revenue, the proposed price, operating forecasts and indicative financing terms.
Illustrative assignment · No client data
CHOOSE YOUR FOCUS
What would you explore first?
Make the investment case clear.
Test how customer concentration and financing affect valuation.
Materials for review
Valuation model with assumptions and sensitivities.
Diligence agenda focused on deal-changing questions.
Investment memorandum linking the business case, terms and open conditions.