Whitehall Group is well positioned to support Private Equity firms seeking to acquire as well as financial institutions seeking to extend loans with our operational and financial due diligence capabilities. As a natural extension of our operational improvement and restructuring capabilities, our senior staff provides assessment and advisory services regarding the acquisition/loan target, with the scope of our services to include:
- Meeting with and interviewing the management team of the target company
- Touring of target’s plant and corporate facilities to determine state of lean operations / practices
- Review of target’s supply chain and logistics to gauge operational and financial risks
- Data and documentation reviews, including historical audited financial statements, interim financial statements, business plans, financial projections, organizational chart, general ledger, line-of-credit borrowing certificates and other financial and non-financial information
- Review of customer Accommodation Agreements if applicable
- Identify and document potential advantages and disadvantages of the acquisition / loan
- Review of target’s “customer portfolio” (i.e., vehicle platform review) to confirm expected volume and pricing models built into financial projections
- Review and advice on Letter of Intent / Term Sheet as it pertains to customer, supplier, financial and operational issues
