- Budget analysis
- Market sizing and growth projections
- Identification of key market trends, drivers, and issues
- Identification of relevant initiatives and opportunities
- Profiles of competitors and key characteristics
- Analysis of market channel alternatives
- Assistance with identification and development of channel partners
- Business plan analysis, critique, and recommendation
At such time as a company is considering growth through merger, acquisition, or divestiture, Monticello Capital can provide the necessary due diligence under conditions of absolute trust and discretion.
Case Summary
During a major round of international industry consolidation, Monticello Capital was retained by a US company that was about to be acquired by a multinational holding corporation. Cross-cultural currents were severe both within the industry and between the European acquirer and its soon-to-be new American subsidiary. Process controls, financial re-engineering and restructuring, and significant managerial changes were all identified before the acquisition closed. While hired as due diligence advisor, Monticello Capital’s role developed into that of chief intermediary and two-way business interpreter. Largely as a consequence of this engagement, the American firm remained substantially intact and financially autonomous following the acquisition - which was precisely opposite the plan that the European acquirer had going into the deal. Monticello Capital was later retained by the parent on the sell-side as the industry consolidation accelerated.
Case Summary
A major US-based international private equity fund retained Monticello Capital as preliminary qualifier, then as deal manager for its acquisition of a specialized biomedical firm. The transaction was a private investment in public equity (PIPE). Working with the portfolio manager and the fund’s legal counsel, Monticello Capital advised the structure of the deal, particularly with respect to layering the transaction and linking it to specific goals, project hurdle rates, and hard revenue objectives all developed during due diligence. The investment concluded with remarkable success evidenced by a positive up-tick in the company’s lightly-traded public shares. The investment did exceed the structured goals, with the fund gaining in excess of 22 percent internal rate of return, cash on cash, within a 30-month harvest horizon.
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