Menu

WHAT WE DO

Private equity firms are renowned for the deal discipline that guides their decision about when it makes sense to proceed with an investment and when it's best to walk away. ExpertActions understands this discriminating mindset and brings analytical rigor, independence and a vast range of industry and functional expertise to the painstaking work of vetting a prospective buyout target or investment opportunity.

We help clients flesh out their investment thesis of how a proposed deal will make money. We then work with clients to test the investment thesis by concentrating on the big issues that will determine the deal's ultimate success. Taking an "outside-in" approach, we combine fieldwork interviewing customers, suppliers and competitors with sophisticated financial analysis to build a proprietary understanding of the investment's true cash flow potential. Finally, as part of the due diligence process, we help clients develop an agenda for creating value once the deal is closed.

Our experience and worldwide network allow us to help clients quickly develop an accurate assessment of key industry performance issues, including cash flow drivers, relevant market and customer benchmarks and exit options. In addition to external assessment, as timing and protocol allow, we also conduct a thorough internal one, interviewing the target company's management, as well as reviewing its customer base, personnel and operations.

ExpertActions can support all stages of this process, including presentation of letters of intent, provision of objective, third-party business analysis to enable financing and the generation of enthusiasm for the deal within the target company.

We share our clients' ambitions. We work to understand their reality and deliver true results. And we align our incentives with our clients' objectives, so they know we're in it together.

  • Quick due diligence results in well-timed purchase: ExpertActions performed due diligence to quickly assess a potential acquisition target for our client.
  • A cable TV acquisition: Our clients, wanted to buy a cable TV company, but only if it could then expand into long distance telephone service.
  • We assessed the target and the market, and recommended the acquisition, which our client resold two years later for a substantial profit.