We were approached by a global consulting firm who had been engaged by their investment bank client to help augment their team with domain expertise centred around the UK building products distribution market.
Solution delivered:
We began by speaking with our clients to understand the scope of their work and how they could best augment and add value to their experienced team.
As part of this process, we reviewed the sell side advisor’s Information Memorandum that had been prepared to assimilate their clients’ business performance and identified the specific areas of interest with our client. These were both the market outlook relative to their stated strategy, and the strengths and opportunities of the business being refinanced, to help support the evaluation of risk.
Workstreams were then agreed, and work began collaboratively with our client.
When looking at the market outlook, we discussed using face to face (F2F) discovery sessions, market data points, industry forecasts and external risks, and work was undertaken to evaluate and support our client in forming an opinion.
When focused on Strengths and Opportunities of the business, similar F2F discovery sessions were used to establish and evaluate each area using our domain knowledge, coupled with the findings of our client’s own branch visit work, to support our client in forming their opinion.
Results achieved:
Having completed several iterations of both workstreams, draft reports were prepared by our client that encompassed all the works undertaken, and we supported them to refine subsequent drafts for presentation to their client.
Based on these reports, their client concluded their debt refinancing deal.
If you would like to talk to us, informally and in confidence, to understand how we can help you and develop your business, please contact info@moorgatemanagement.com or call Chris Maityard on 07767 291379.