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.