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 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.