CLIENT CASES

What the layer changed, fund by fund.

Every engagement below is anonymised until written permission. The figures are the ones our clients measured on their own files.

4 FILES
FILE 01PRIVATE EQUITY
MID-CAP BUYOUT FUND
Screening and NDA markup, running on the fund’s own thesis and playbook.
Tier-1 build-up screening scored against their thesis, and NDA markup against their own playbook that reaches a partner-level comment 3× quicker.
5×
MORE PRODUCTIVE — BUILD-UP SCREENING
→
FILE 02PRIVATE EQUITY
PRIVATE EQUITY FUND
From published accounts to a live LBO model, built to their own conventions.
Sources and uses, three linked statements, per-tranche waterfall, covenant headroom and the returns bridge — every cell traceable to its source.
7×
MORE PRODUCTIVE — LBO MODEL
→
FILE 03PRIVATE EQUITY
SMALL-CAP PE FUND
Company one-pagers produced the morning they are asked for.
Financials, ownership and market position assembled into their house one-pager, each figure carrying its source.
12×
MORE PRODUCTIVE — ONE-PAGER
→
FILE 04M&A
SMID-CAP M&A BOUTIQUE
Buyer screening for sell-side mandates, ranked against real appetite.
Strategic and financial buyers screened against the mandate — sector fit, past deals and capacity to pay — into a ranked long list, each line sourced.
5×
MORE PRODUCTIVE — BUYER SCREENING
→
ANONYMISED UNTIL WRITTEN PERMISSIONDiscuss your own files →