Carlton Strategy Advisors creates client transaction value by providing evidence-based analysis and opinion about an investee business’s sustainable trading performance and competitive positioning.
CSA’s commercial due diligence service offering incorporates a number of business evaluation methods that allow issue-specific investee business assessment, including:
Business plan review and strategic sense check
Market fundamentals review, customer referencing and competitor check
Revenue review, margins analysis and customer continuity check
Client mandates can be tailored to suit particular target company developments or phasing of the transaction, for example:
Full scope: a broad-based risk and opportunity analysis is required; clients may not be familiar with the industry or the sector faces structural change
Early stage work: a more restricted or lightly defined scope; a potential investment or lending opportunity looks promising on the face of it, but a few key questions remain for our client’s understanding and comfort before shaping further proposals
Special situations: a tightly specified scope; clients require an answer to a perceived commercial issue occurring in a given timeframe, which may lie in a revised interpretation of a modified management plan because the target company is in some distress and in danger of breaching its banking covenants or missing a repayment - but management believes that the difficulties are short term
UNDERSTANDING THE DEAL ... FINDING NO HIDDEN SURPRISES!
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