Case Study
Operational
Due Diligence
Strengthened bargaining position for customer
Concise paper for risks & opportunities with a 100-day improvement plan
Service Line
Transaction Services / Due Diligence
Duration
3 months
Syngroup Office
Cranfield
Geography
United Kingdom
Strengthened bargaining position for customer
Background
Objectives
Our Approach
Results
Background

Our client is a successful mid-cap, Private Equity firm, specialising in acquisitions in the industrial sector.

Objectives
  • To assess the manufacturing facilities and maturity of operations; data, equipment, raising any risks & red flag
Focus areas
Manufacturing Layout
Product flow
Warehousing
Sales & Operational Planning
Data Room
Quality and completeness of operational data
CAPEX spend (Historic and projected)
Our Approach
  • Rapid team mobilisation and DD execution
  • Rapid sourcing of industry experts in this field through Syngroup network
  • Used a range of assessment tools, and communication with the incumbent team
  • Visual walk throughs to confirm the data findings
  • Data Room creation to assess operational performance data
  • Identified Risks and Red flags
Client Statement

»An operational DD had never been used by our business before,
however the benefit to our negotiations for the acquisition was a lot
stronger based upon the work carried out by the Syngroup team.
It has made us re-think through our current business model.«
Head of Portfolio

Results
A concise paper identifying all the operational Red flags to the business acquisition
Many operational gaps & weaknesses highlighted
A 100-day operational improvement plan submission
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