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OPERATIONAL DUE DILIGENCE

Quantifying and qualifying the operational, financial and marketplace benefits of combining operations is a key task in evaluating investment, acquisition or merger candidates. Profitable investments in new entities require an independent and thorough understanding of competitive position, market size and growth potential. MGA’s principals have substantial experience in performing operational due diligence for investors and acquirers.

  • Merle provided competitive intelligence and marketplace positioning strategy for a Midwestern private equity fund leading to increased investment in a bio-sciences start-up.
  • Jack designed and led the for-profit conversion process for a privately held business services firm. He secured a preliminary $50 million private equity commitment and provided financial support and communication to the Board special committee overseeing the conversion, including engaging investment bankers, preparing a draft S-1, and winning acceptance of the plan from the special committee.
  • Advising a $150 million company that received an unsolicited purchase offer, Jack guided the board, engaged an investment bank, managed the valuation process, led the due diligence process at client and acquiring company, and negotiated the offer with acquiring company executives, investment bankers and company executives.
     

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Merle Gilmore & Associates has been certified by The Women’s Business Enterprise National Council.