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.

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,…