Client Profile & Challenge
Our Client is a highly aquisitive Chicago-based Private Equity firm focusing on Middle-Market companies in a variety of industry sectors.
Challenge:
Our PE Client was readying their $400M Logistics PortCo to go to market. Our Client understood that having a thorough Sell Side IT/Digital Due Diligence Assessment completed for their Investment Banker to share with prospective buyers would provide them with a competitive advantage as part of their Go-To-Market (GTM) strategy. A critical component of the Assessment was to highlight and discover Value Creation Opportunities – both current and future. Our Client needed to highlight the realization of their original Value Creation Plan in their Confidential Information Presentation (CIP), as well as identify new, validated Value Creation opportunities for the next buyer. This could only be achieved by partnering with a Trusted Advisor with deep expertise in M&A, Business, and Technology.
Solution Overview
Messina’s deep M&A experience combined with our Business and Technology expertise proved to be the right match for our Client. For the engagement, we partnered with the PortCo’s C-Suite and conducted 15 efficient interviews with both IT and Business leaders from the portfolio company, analyzing key, strategic areas: People, processes, data, organizational structure, governance, technology, and business strategy. During our time assessing all of these areas of the business, we focused on confirming and uncovering Value Creation opportunities for the next company owner to execute on, empowering our PE client to tell a more compelling story in their CIP and hand the new buyer a clear, prioritized Digital Transformation Roadmap to execute on post-close.
Solutions:
“AFTER” BUSINESS VALUE CREATION
Our Private Equity Client needed a proactive, thorough Assessment of their portfolio company that would showcase Value Creation opportunities and drive EMV with prospective buyers, as well as minimize investment surprises for the buyer post-close.
Throughout the Assessment process, Messina’s team of business and technology experts looked strategically to uncover new Value Creation opportunities for the buyer of this portfolio company.
Our Client received a complete Digital Due Diligence Report, with an Enterprise-wide, prioritized Digital Transformation Roadmap, including investment budget ranges. One Quick Win opportunity identified was the acceleration of the rollout of a data-driven shipping initiative, which was rated as low cost, low risk, and high ROI.
As a result of this engagement, our Client received a polished Digital Value Creation report to share with their Investment Banker to strengthen their Confidential Information Presentation (CIP) and help drive an increase in Enterprise Market Value (EMV) for their portfolio company.
