We assisted a private investment group in market research and financial modeling for the leveraged buyout of a solar-powered mobile light tower manufacturer.
We advised a private investment group in due diligence, market research, and financial modeling for a platform acquisition of a national work access systems provider.
We advised a virtual reality gaming company on international expansion and market entry strategy targeting action gaming and child development gaming niches. Our advice included U.S. venture capital fundraising strategy.
We assisted a private investment group in due diligence and financial modeling for the leveraged buyout of a software-as-a-service company providing specialized software used by law firms and corporate legal departments in the litigation discovery process.
HPIS performed a comprehensive market study and built a financial model for investment in a niche grocery software/SaaS provider by a private investor group. The market study included global and regional analysis of the grocery industry, technology trends in that space, a study of software products relevant to it, and detailed competitive analysis based on our own research and expert interviews. Our LBO model included several financing scenarios, a detailed revenue and cost forecast with a three-phase expansion plan working with multiple variable assumptions, such as price increases, technology adoption rates, and sales efforts by geography and client type, among others. These materials were used to raise senior debt and equity capital for the transaction.
We assisted a private investment group in the acquisition of a Nevada-based gaming hardware manufacturer. Our work included comprehensive due diligence and financial modeling throughout the transaction process.
HPIS prepared a detailed LBO model and a market study that covered staffing and outsourcing industries and demand trends in key downstream markets. The work also included working capital analysis and flow of funds analysis. Our materials were used to raise senior debt and equity capital for the transaction.
In this transaction we developed a leveraged buyout model and performed industry research for the acquisition of a Midwest-based work access systems provider by a private investment group. We subsequently assisted in developing internal tracking and control systems.
LBO of a $60+ million food and industrial packaging business with unique patented plastic recycling technology We analyzed the company's financial statements, operations, and the market to build an integrated financial and operational model for the company identifying gross margin savings of at least $18 million over 5 years. Model included sensitivity to oil prices, use of various raw materials, plant capacity, variable labor and freight costs, equipment productivity and upgrades, and several plant expansion scenarios. The analysis was accompanied by an in-depth study of the plastics supply chain, recycling trends and technologies, and profiling of all relevant competitors that resulted in creating a detailed 5 year post-closing business expansion plan. Our materials were used to raise senior debt, mezzanine,…
HPIS developed an integrated financial and operational model for a growing plastics recycling business that included a 7-year forecast with multiple scenarios based on variable raw material costs, pricing options, machine-by-machine production forecast, flowing through the 3 financial statements, analyzing investment returns options; the forecast included weekly detail for the first 3 months, and monthly detail for the first 3 years, an ability to compare various financing scenarios, and capex / plant expansion scenarios.