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Private Equity

Accelerating Value Creation at every stage of the M&A Lifecycle – Acquire. Grow. Exit. Repeat.

Table of Contents

Messina is a Trusted, Strategic Advisor to Private Equity firms whenever Business and Technology intersect.

We help PE Firms and their leadership teams accelerate Value Creation at every stage of the M&A lifecycle – From Acquisition to Growth to GTM and beyond.

We have a track record of helping PE and Portfolio company executives leverage our Strategic Advisory, Platform Selection, Advanced Analytics, Sales & Marketing Empowerment℠, Cybersecurity Assessment Program (CAP), and other Services to realize quantifiable business value. Our pragmatic, Analytics-driven approach emphasizes nimble and responsive Quick Win execution.

Our senior team of experts will work with you in a co-management, collaborative manner to plan and execute your Transaction, Value Creation, and Digital Transformation initiatives.

I thought Messina did a really nice job. We came out of their presentation with a very good understanding of what our Target has compared to what our platform company has, the pros and cons of each, and the possible paths forward.

As if not more important, Messina did a nice job tying it back to the business value. On all those fronts, I can’t say I have come out of any other IT diligence readout feeling the same way.

John Compall

Partner

M&A Solutions

Need an experienced, responsive partner to drive and accelerate the IT Due Diligence or Deal process? Need a third party expert’s report that identifies Red Flags, as well as additional Value Creation opportunities? Do you want your CIP to command the attention of more potential buyers? We help our Clients stand out above the crowd in today’s competitive market.

Comprehensive IT / Digital Due Diligence identifies red flags plus additional Value Creation opportunities for a holistic assessment of the company's digital readiness for growth.
Messina Group FastTrack™ Deal Analytics solution logo
Accelerate your GTM process and create a more dynamic presentation of your PortCo’s value in your CIP with Messina's Deal Analytics custom dashboards.

Portfolio Value Creation

Looking for a proven, trusted partner to help you drive more value – faster – across your Portfolio? From Strategy through Execution, we help your C-Suite accelerate their Value Creation Plans.

Engage our team of experts pre- and post-deal close to accelerate value creation – from Digital Transformation to Strategic Platform Selections.
We help you design and execute on a customized, business-driven Digital Roadmap for your enterprise, so you realize business value for each Function.
Harness your data to gain critical insights into your business for competitive advantage and operational efficiencies to accelerate value creation.
Move beyond enablement - Improve your strategies, processes and technology to make data-driven decisions that accelerate revenue growth.

Technology Due Diligence

Buy Side Problem:

Once Indication of Interest (IOI) or Letter of Intent (LOI) is signed, an IT Due Diligence engagement is executed. Typically, IT Due Diligence focuses solely on IT issues (e.g., infrastructure, applications, security, limitations, scalability, and IT capabilities and leadership). Today, Digital Transformation is a major driver for Value Creation, and the “Art of the Possible” needs to be assessed and risks and opportunities identified as these meaningful insights can drive your Value Creation plan and inform your bid.

Our Solution:

Thorough IT Due Diligence reports are a competitive advantage to help you and your firm uncover the greatest Value Creation opportunities faster with a custom plan on how to grow the target company. Our senior team of business and technology leaders have hands-on M&A experience, are skilled at identifying Value Creation opportunities, and understand how to transform companies into integrated data- and process-driven “Digital” companies.

Offerings

  • Red Flag Assessments
  • Comprehensive IT / Digital Due Diligence
  • Each engagement is customizable

The MG Difference

Everything you would expect from IT DD and More:

  • Senior-level delivery team – Business & Technology experts
  • Assessments through the lens of your Value Creation Plan
  • Strategic Digital Strategy Roadmap with new Value Creation Opportunities

Our Approach

More than a Check the Box IT Inventory – a Holistic approach:

  • Understand whether the technology architecture will scale to support your future growth
  • Understand how well the Business and IT are aligned
  • Identify the top Digital Technology Value Creation opportunities and discover New Opportunities
  • Gain clarity on End User adoption of technology and technology usability
  • Understand how vulnerable the company is to cyber attacks

Sell Side Problem:

When a PE firm decides to sell a portfolio company, a Sell Side IT Due Diligence assessment may or may not be performed. This can be a lost opportunity. In addition, most IT Due Diligence vendors focus on IT issues (e.g., infrastructure, applications, security, limitations, scalability, and IT capabilities and leadership). Today, Digital Transformation is a major driver for Value Creation, and the “Art of the Possible” needs to be uncovered and opportunities identified as these meaningful insights can drive the Value Creation plan of the PortCo's buyer.

Our Solution:

Complete Sell Side IT / Digital Due Diligence reports are a competitive advantage to help you and your firm sell your PortCo at a higher multiple, with Value Creation opportunities outlined and prioritized to help the new owner execute and grow the company to the next level.

Our experienced team of business and technology leaders have first-hand M&A experience, are experts at identifying Value Creation opportunities, and understand how to transform companies into data- and process-driven “Digital” companies.

Offerings

  • Comprehensive IT / Digital Assessment (Sell Side DD)
  • M&A Maturity and Readiness
  • Each engagement is customizable

The MG Difference

Everything you would expect from IT DD and More:

  • Senior-level delivery team – Business & Technology experts
  • Assessments through the lens of your Value Creation Plan
  • Strategic Digital Strategy Roadmap with new Value Creation Opportunities

Our Approach

More than a Check the Box IT Inventory – a Holistic approach:

  • Understand whether the technology architecture will scale to support your future growth
  • Understand how well the Business and IT are aligned
  • Identify the top Digital Technology Value Creation opportunities and discover New Opportunities
  • Gain clarity on End User adoption of technology and technology usability
  • Understand how vulnerable the company is to cyber attacks
Messina Group FastTrack™ Deal Analytics solution logo

FastTrack Deal Analytics

Accelerate your GTM process and create a more dynamic presentation of your PortCo’s value in your CIP with Messina’s Deal Analytics custom dashboards.
Accelerate your Due Diligence process and see where you best opportunities lie.

Sell Side Problem:

Data and Analytics often slow down your Sell Side process, in some cases, resulting in a deal completely stalling or falling apart. From data collection and presentation through responding to ad-hoc data requests throughout due diligence, Data and Analytics is frustrating and time-consuming for all parties.

Our Solution:

Our Deal Analytics solution helps expedite your Sell Side process. We help Portfolio Companies get their Data and Analytics prepared before you Go-to-Market, allowing you to accelerate the development and impact of your Confidential Information Presentation (CIP).

Rich visualizations tell your compelling story to prospective buyers. And, once you are under a Letter of Intent (LOI), Deal Analytics helps to advance the close with interactive, self-service dashboards and reports. Our white-glove service saves time, reduces deal risk, and enhances your Enterprise Market Value (EMV).

Messina’s Deal Analytics solution is a differentiator for us. Having worked with many consulting firms, I can truly say the Messina team brings a powerful combination of business, operations and technology knowledge and insights.

Alysia Tan

Managing Director

Accelerate the GTM Process

  • Expedited, right-sized data acquisition process
  • Flexible data model with key performance metrics and ‘slice & dice’ capabilities
  • Architected to handle large data volumes

Compelling, Data-Driven Storytelling

  • Data-driven insights
  • Inform the growth strategy/forecast model
  • Rich visualizations to create a more compelling CIP

Improve Speed-to-Close

  • Reduce deal friction with self-service reporting
  • Position the PortCo as a data-driven organization
  • QoE ready data

Accelerate the GTM Process

  • Expedited, right-sized data acquisition process
  • Flexible data model with key performance metrics and ‘slice & dice’ capabilities
  • Architected to handle large data volumes

Compelling, Data-Driven Storytelling

  • Data-driven insights
  • Inform the growth strategy/forecast model
  • Rich visualizations to create a more compelling CIP

Improve Speed-to-Close

  • Reduce deal friction with self-service reporting
  • Position the PortCo as a data-driven organization
  • QoE ready data

Buy Side Problem:

When evaluating a target company, it can be challenging to digest and verify the data provided during due diligence. Often, valuable time and resources are spent working through cumbersome data processes, as opposed to informing a growth plan or expediting the decision to abandon a deal.

Our Solution:

With Deal Analytics, your team is empowered to quickly evaluate the target company, uncover any potential financial issues, and determine your growth plan. With clean data and interactive dashboards and reports, you can truly understand the company’s key metrics, risk profile, growth opportunities, and value in the broader marketplace.

Messina’s Deal Analytics solution is a differentiator for us. Having worked with many consulting firms, I can truly say the Messina team brings a powerful combination of business, operations and technology knowledge and insights.

Alysia Tan

Managing Director

Fast-Track Due Diligence

  • Reveal data and financial issues
  • Validate revenue/forecast models
  • Recover stagnated deals

Inform your Growth Plan

  • Data-driven insights
  • Scenario planning & what-if analysis

Post-Close Accelerator

  • Leverage established data mapping and metric definitions
  • Utilize pre-built insights to manage critical areas of the business
  • Begin executing the value creation plan on Day 1

Ready to accelerate your M&A process?

Contact Us
FastTrack Deal Analytics Demo
Messina Group FastTrack™ Deal Analytics solution logo

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