Growth, expansion and transition strategic consulting work with financial modeling and private equity due diligence experience.
Experience in PE where I led all facets of the acquisition due diligence process for a lower middle market PE shop. In this role, I built flexible financial models and multi-sheet investment return calculators that provided IRR, ROI, preferred return, etc. This analysis allowed the firm to make go/no-go decisions, run scenario analysis and adjust the risk factors that fed a pro forma analysis of investment opportunities.
As a global strategy consultant, I have worked with clients from Fortune 50 to PE-backed startups looking to understand market dynamics. Market Research (primary/secondary) serves as the foundation for each engagement, including due diligence, market sizing, expansion planning, competitive landscape assessment and market attractiveness criteria development.