Situation
Our client and the PE sponsor wished to demonstrate the strength of their portfolio business orderbook and pipeline for ongoing use and ultimately, to support a future company sale.
Swan Actions
- Simplified c.100,000 rows of raw data
- Developed an excel based approach to concisely articulate the value of the order book
- Developed functionality to enable the end user to review key outputs and flex key drivers to demonstrate the impact on the order book
Outcome
The tool was integrated into the monthly reporting process enabling management to spot trends in real time and provide in-depth analysis to support future valuation for sale.
Client Testimonials
Swan Partners are fast workers, down to earth and sensibly priced. I have not met people in 25 years of doing transactions who do it better.
– CEO, FTSE250 Insurance Company
The team’s support was invaluable throughout the acquisition process and I would recommend to anyone to use them in the future.
– CEO, FTSE250 Oil & Gas Company
