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Case Studies

Mergers & Acquisitions

Operational Due Diligence for a US-based private equity firm

A private equity firm needed help outlining an implementation plan and resource requirements for a potential acquisition. Applied Value created a detailed model capable of projecting CAPEX requirements and presented savings opportunities totaling 9.2 MUSD.

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Situation

Applied Value assessed potential savings and risks associated with the acquisition target for a US-based private equity firm. The client needed help in outlining an implementation plan and general resource requirements for associated savings and synergy realization initiatives.

Approach

Applied Value collected and reviewed data room materials and developed complementary data requests to understand the current state. AV performed market research and a risk for the main raw material components of the product in the acquisition target. Applied Value also analyzed raw material movement vs. COGS per production for finished goods and spend overlap for the top 10 vendors.

Results

Applied Value created a detailed model capable of projecting CAPEX requirements based on several different scenarios. A comprehensive list of savings opportunities and risks associated with the acquisition target were developed and prioritized by Time-to-Money and financial impact with total savings opportunity amounting to 9.2 MUSD.
9.2 MUSD million USD

cost savings

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