Three LBOs of home care providers

HPIS assisted a private investor group with financial modeling and writing investment memoranda for three separate acquisitions of home care providers in Florida. The combined entity will seek further acquisitions to expand service offerings and improve operating efficiencies.

LBO of a flooring equipment manufacturer

HPIS built a comprehensive financial model and prepared a market study for the investment memorandum. Our model included several financing scenarios, detailed operating forecast, break-even analysis, and complex waterfall and carry functions. The market study included an analysis of flooring equipment, flooring, and construction markets in the U.S.: market sizes, participants, trends, forecasts, etc. These materials were used to raise…

LBO of a niche grocery SaaS provider

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…

LBO of an engineering and manufacturing staffing company

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.

LBO of a work access systems provider

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.

Strategic acquisition in the HR software industry

Based on given search criteria we developed proprietary pipeline of potential acquisition targets in the human resources software industry for an S&P 600 component company's corporate development group. The search was performed internationally and resulted in several suitable acquisition targets. We subsequently assisted in initial due diligence and management communications.

LBO of a $60+ million food and industrial packaging business

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,…

LBO of a $30+ million drug packaging and labeling business

HPIS built a detailed model with plant & personnel expansion scenarios; the model included an item-by-item income statement forecast and consolidation of 2 corporate entities through merger following acquisition. We also conducted an in-depth study of the pharmaceuticals supply chain including drug manufacturing, distribution, packaging, payment sources, and retail pharmacies and identified avenues for growth post-acquisition. Our materials were used…

LBO of a $30+ million injection molding business

For this acquisition of a supplier to Tier 1 and Tier 2 automotive customers HPIS conducted an in-depth study of the automotive market and demand for plastic components and parts, modeled operations and financial performance with several item-by-item sales forecast scenarios tied to capital expenditures on plant capacity and expansion of the product line. Our materials were used to raise senior…