Due diligence is at the heart of any successful deal. The resulting information is invaluable in knowing and understanding all sides and implications of a potential transaction. And, as cash investments increase, business owners and investors are placing renewed emphasis on identifying, qualifying and optimizing deals.
There are a number of strategies that create liquidity without selling the entire company or even a controlling interest. Among these strategies is the option to package and sell select assets of the company. RGL Advisors articulates issues and considerations in evaluating alternative liquidity strategies.
Professional evaluations of the fairness of an offer, known as fairness opinions, are increasingly being requested and used in private company transactions. In this paper we will explore four scenarios in middle market transactions when a fairness opinion may be recommended and differentiate a fairness opinion from other forms of valuations.
Merger and acquisition activity in the telecomm sector has experienced heavy fluctuations in the last five years. Following a seemingly high deal count and value in 2008 and steep declines in 2009 in the wake of the financial crisis, the industry has seen divergent data trends in recent M&A activity. RGL Advisors discusses industry data […]
Applying predictive customer analytics across a portfolio could reap significant returns for the fund, including a significant increase in the valued of carried interest.
With an improved understanding of customer relationship dynamics through PCA, private equity and corporate buyers can de-risk transactions, enhance the financial performance of existing portfolio companies and deliver strong returns. This case study provides a look at the strategic business value for PE firms in leveraging customer intelligence through PCA during acquisition due diligence, post-closing […]