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 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 to raise senior debt, mezzanine, and equity capital for the transaction.

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 debt and equity capital for the transaction.