A private-equity fund specializing in energy services and manufacturing investments (“the Company”) was evaluating the acquisition of a privately held provider of spooling services in the Permian and Delaware Basin (“the Target”) to integrate with their existing portfolio.
The Company engaged Opportune professionals to perform financial due diligence procedures, including:
Opportune added value by leveraging its Transactional Due Diligence team to provide the Company with a clear and concise Excel-based deliverable, which demonstrated how we had addressed the agreed scope, summarized vital observations from our work and offered detailed schedules supporting our observations and proposed quality of earnings adjustments.
Specific areas where Opportune added value on this project include:
Opportune’s output assisted management in its valuation discussions and highlighted areas of risk and complexity to support negotiations with the Target and integration into their portfolio.
Leveraging our Transactional Due Diligence practice, Opportune’s team of seasoned former Big 4 auditors, tax professionals, and industry experts bring the experience and tools necessary to evaluate a company’s earnings’ stability and persistence. When assessing the quality of an entity’s earnings, we consider the accounting practices, internal control environment, management experience, capacity to deliver on growth projections, macroeconomic influences, and cash flow stability.
When you choose Opportune, you gain access to seasoned professionals who not only listen to your needs, but who will work hand in hand with you to achieve established goals. With a sense of urgency and a can-do mindset, we focus on taking the steps necessary to create a higher impact and achieve maximum results for your organization.Leadership