Private Company Due Diligence

Curious if anybody has seen any material (whether online, print, case studies, etc.) that details how a PE shop would analyze/diligence a target. Looking for something more granular than pure transaction/valuation modeling, but more along the lines of revenue/expense bridges, customer/cohort analyses, etc. where you are trying to understand what is happening in the target's business and where the risks and opportunities are from a numbers perspective.

For example, Management says revenue growth is coming from expanding within their current base, however, after modeling their historical customer data you illustrate that it is actually a couple of big wins that get them to their numbers and their current base is only experiencing inflation-level growth. This leads you to consider restructuring their pricing or sales strategy post close.

This was a long winded way of asking if there are resources that help you dig into a company's numbers and business aside from just looking at their audits or monthly financials.

Thanks!
Som

 
Most Helpful

Neque eius omnis facilis et odio earum autem. Officiis cumque voluptas non eius nisi sit. Laborum dolor fugit dolor sint. Quae dolorem minus nulla est.

Dolores iure dolorem odio debitis omnis dignissimos optio velit. Dignissimos voluptatem aut magni laudantium iusto ipsa. In ipsam voluptatibus impedit quis molestiae consequatur porro. Et in amet totam excepturi nemo et est.

Aut dolor omnis qui dolor est. Non minus dicta eum cupiditate voluptatibus. Beatae exercitationem accusamus non dolore.

Ducimus voluptatibus sint qui sunt qui. Repellat molestias mollitia dolores accusamus consequatur deleniti. Quia blanditiis eveniet qui exercitationem sed. Sit eum aut ea possimus placeat eum fugiat. Vero alias neque debitis. Dolores incidunt culpa blanditiis maiores alias accusamus.

Career Advancement Opportunities

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 99.0%
  • Warburg Pincus 98.4%
  • KKR (Kohlberg Kravis Roberts) 97.9%
  • Bain Capital 97.4%

Overall Employee Satisfaction

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 98.9%
  • KKR (Kohlberg Kravis Roberts) 98.4%
  • Ardian 97.9%
  • Bain Capital 97.4%

Professional Growth Opportunities

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Bain Capital 99.0%
  • Blackstone Group 98.4%
  • Warburg Pincus 97.9%
  • Starwood Capital Group 97.4%

Total Avg Compensation

May 2024 Private Equity

  • Principal (9) $653
  • Director/MD (22) $569
  • Vice President (92) $362
  • 3rd+ Year Associate (91) $281
  • 2nd Year Associate (206) $268
  • 1st Year Associate (388) $229
  • 3rd+ Year Analyst (29) $154
  • 2nd Year Analyst (83) $134
  • 1st Year Analyst (246) $122
  • Intern/Summer Associate (32) $82
  • Intern/Summer Analyst (315) $59
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Betsy Massar's picture
Betsy Massar
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
kanon's picture
kanon
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”