Case Studies
Research Case StudiesThe client is partner at a US based private investment firm focusing on investment opportunities in niche markets in Technology, Renewables and Healthcare Services. The client has successfully overseen many buyouts and environmental service business acquisitions. The company differentiates itself from other PE firms in the market by owning controlling interest in its subsidiary businesses.
The unique business model of identifying private, family owned stable cash flow businesses, acquiring them and providing investors the opportunity to participate in the growth of these family owned businesses has resulted in $1.4 billion in revenues as of 2019, a CAGR of 20% since 2017.
We are happy with the research assistance provided by Brickwork team. The research support helped us gain more information about the target market, which helped us in our work.
Our client receives over 20 investment memorandum documents every month, from potential sellers. He was looking for a partner to synthesize the detailed, often over 100-page documents into crisp, 2-page summary documents. The aim was to free up valuable time for decision making and meeting prospects while at the same time ensuring critical information about each of the potential sellers was captured in an organized manner.
Our analysts studied each investment memorandum to gather information on the industry, customer’s core business, management team and financial strength. Unresolved litigations, suspicious financial transactions and environmental violations if any were red flagged.
