Business Challenge
The client sought end-to-end M&A Advisory support to divest a portfolio company in the eatables category. Key objectives included:
- Rapid identification of high-quality acquirers
- Development of persuasive deal documentation
- Discovery of operational inefficiencies to enhance valuation
Solution Delivered
Evalueserve implemented a modular delivery approach to streamline workflows and align with strategic goals.
Key deliverables included:
Target List Development:
Identified ~300 potential acquirers using proprietary and third-party platforms. Refined to 50 high-potential targets based on strategic fit, appetite, and geography.
Confidential Information Memorandum (CIM):
Crafted an investor-grade document showcasing business model clarity, supply chain strengths, leadership credentials, and exit rationale to spark buyer interest.
Financial Summary & Analysis:
Delivered detailed financial statements, ratio analysis, and production trend mapping. Uncovered hidden inefficiencies and provided actionable insights for pre-deal optimization.
Business Impact
- Saved 50+ hours in sourcing, validation, and documentation.
- Enabled faster and more informed decision-making.
- Accelerated buyer engagement through precision targeting.
- Strengthened negotiation position with investor-ready materials.
- Streamlined operations and reduced overheads, resulting in improved margins.
Feedback
“Evalueserve has been a highly reliable and very helpful partner especially during our very busy days, by efficiently managing screening and other related tasks while alleviating our workload. The team is also committed to constant improvement, adapting to our style and the expectations set.” – Leading Mid-Market Boutique Investment Bank
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Overview & Impact
Evalueserve supported a U.S.-based boutique investment bank in divesting a portfolio company in the eatables category by identifying high-quality buyers, creating a Confidential Information Memorandum, and delivering in-depth financial analysis—saving time and accelerating deal closure.
