DueDilio Expert Thursday

Highlighting some of the service providers in our network.

Please meet Pete...👇

1/4

"I work for an established M&A insurance broker providing due diligence services for all things related to insurance and employee benefits. My firm works with lower middle market and enterprise level clients. 

2/4

Our Private Equity team provides due diligence & post-integration services on transactions that are typically greater than $50M in size. As an insurance & benefits broker - we offer property & casualty, life, accident, reps & warranties, and health benefits."

3/4

How can DueDilio help you?

#duediligence #insurance #benefits #privateequity #mergersandacquisitions #searchfund #buyabusiness #sellabusiness

www.duedilio.com

You can read the unrolled version of this thread here: https://typefully.com/Due_Dilio/70MS37B

DueDilio Expert Thursday

DueDilio Expert Thursday

Highlighting some of the service providers in our network.

Please meet Peter...👇

"I am an experienced investment and transaction professional with core skills in transaction advisory, financial modeling, commercial diligence, and market research.

1/3

I have worked across private equity, transaction advisory, real estate investing and large consulting and strategy projects. 
I am based in South Africa but serve clients throughout the globe."

2/3

How can DueDilio help you?

#duediligence #QoE #searchfund #mergersandacquisitions #privateequity #buyabusiness #sellabusiness

www.duedilio.com

You can read the unrolled version of this thread here: https://typefully.com/Due_Dilio/5yTM1x4

DueDilio Case Study Tuesday

Highlighting some of the projects we facilitate.

This project comes from a tech startup in oil & gas sector...👇

1/10

"We are a small software startup that has developed a software tool for determining if and where a leak has occurred in oil and water pipeline networks in real-time. We have also developed unique IP for optimizing the operations of pipeline networks in real-time. 

2/10

The methodology/IP behind the leak detection and localization framework embedded in the back-end of the software that runs continuously in a loop is as follows: (i) the software receives pressure and flow measurement data from the actual pipeline network in the field; 

3/10

(ii) a subset of this data is passed to a digital-twin of the pipeline network, which is able to generate a digital measurement; and (iii) a bespoke internal machine learning toolbox analyzes the two data sets to determine if and where a leak has occurred in the pipeline. 

4/10

The digital twin utilized to simulate the pipeline network is based upon state-of-the-art IP that has been internally developed using a hybrid modeling approach that is both data-driven and physics-based.

5/10

We have also begun the development of a holistic end-to-end solution for the optimal flow management of pipeline systems. This tool uses the aforementioned hybrid modeling framework. 

6/10

It directly embeds it into a dynamic optimization problem to allow for OPEX minimization, revenue maximization, throughput maximization, etc. of the pipeline system.

7/10

We would like a proper independent valuation of the company and the IP we have internally developed. Our budget is flexible and dependent on the expected quality of the evaluation and/or evaluator."

Results 👇

8/10

DueDilio presented the client with 8 proposals for their project.  The fixed-fee estimates came in between $3,500 and $22,500.  The proposals came from independent professionals and boutique firms.  Several service providers have direct experience in oil & gas sector.

9/10  

How can DueDilio help you?

#duediligence #valuation #startups #mergersandacquisitions #buyabusiness #sellabusiness

www.duedilio.com

You can read the unrolled version of this thread here: https://typefully.com/Due_Dilio/yC1s3KS

DueDilio Case Study Tuesday

DueDilio Expert Thursday

Highlighting some of the service providers in our network.

Please meet Julie...👇

1/3

"I have worked with market research and commercial due diligence since 2015, with a focus on B2B, particularly the automotive market as well as construction and industrials. 

2/3

I assist clients in understanding the market opportunity, competition, and customer base of their target acquisition company."

How can DueDilio help you?

#duediligence #marketresearch #commercialDD #privateequity #searchfund #buyabusiness #sellabusiness

www.duedilio.com

DueDilio Case Study Tuesday

Highlighting some of the projects we facilitate.

This project comes from a boutique private equity firm...👇

1/4

"We are under LOI on a skilled home health agency in Michigan. The transaction size is a bit over $2 million. We’re looking for an attorney to assist us with the transaction including due diligence, transaction documents, and more."

Results 👇

2/4

Within 2 business days, we presented the client with four proposals from boutique firms and independent attorneys.  The hourly rates ranged from $350 to $450.  One proposal was for a fixed-fee estimate of $8,000.


3/4

How can DueDilio help you?

#duediligence #legalDD #privateequity #searchfund #mergersandacquisitions #buyabusiness #sellabusiness

www.duedilio.com   

You can read the unrolled version of this thread here: https://typefully.com/Due_Dilio/o7H1F1n

DueDilio Expert Thursday

Highlighting some of the service providers in our network.

Please meet Michael...👇

"I have deep experience in asset management and corporate development.

1/5

Some of my experience:

- Corporate Development Senior Analyst where I executed 7 acquisitions for an Enterprise B2B SaaS software company in a roll-up strategy, including full buildout of post-merger integration plans

2/5

-Strategy Consulting Manager performing research and analysis.  Formed and presented recommendations.

-5 years at fundamental long/short hedge funds performing deep fundamental research into industry and company drivers. A private equity approach to public investing.

3/5

I am an expert at research, due diligence, financial modeling, and valuation. I have high confidence that my unique approach to research and DD will unearth findings and insights that most others will not."

4/5

How can DueDilio help you?

#duediligence #mergersandacquisitions #searchfund #privateequity #buyabusiness #sellabusiness


You can read the unrolled version of this thread here: https://typefully.com/Due_Dilio/VcDRGML

DueDilio Case Study Tuesday

Highlighting some of the projects we facilitate.

This project comes from a corporate client...👇

1/6

"Tech CEO looking for a former CFO:
-  Available 10 - 20 hours per month
-  Review qualified deals that I have sourced
-  Understand the mechanics of our current company operations and prior acquisitions

2/6

-  Prepare financial presentations for meetings with lenders
-  Attend lender and investor meetings with CEO

Preferred background: 
-  Experience with technology service providers (Security Services, MSP, MSSP)
-  Have a significant M&A transaction experience"

Results 👇

3/6

For this project, the client was looking for a fractional corporate development person to assist with M&A strategy.  The DueDilio network includes many independent professionals who have previous M&A, corp dev, and consulting experience. 

4/6  

We presented the client with six proposals for their project.  Hourly rates ranged from $90 to $325 per hour. The chosen candidate came in at $175/hr and has been successfully working with the client for several months now.

5/6

How can DueDilio help you?

#duediligence #corpdev #searchfund #mergersandacquisitions #privateequity #buyabusiness #sellabusiness

www.duedilio.com

You can read the unrolled version of this thread here: https://typefully.com/Due_Dilio/0bf9lOl

DueDilio Expert Thursday

Highlighting some of the service providers in our network.

Please meet David...👇

"I provide buy-side and sell-side Quality of Earnings and financial due diligence to private equity funds, independent sponsors, search funds, and family offices. 

1/3

Most of my work is on Target firms with $1M of EBITDA and up. We have a dedicated team of due diligence professionals - not just financial due diligence, but also federal, state, and local tax due diligence, and IT due diligence."

2/3

How can DueDilio help you?

#duediligence #QoE #searchfund #privateequity #mergersandacquisitions #buyabusiness #sellabusiness

www.duedilio.com

You can read the unrolled version of this thread here: https://typefully.com/Due_Dilio/gzg1O0J

DueDilio Case Study Tuesday

We want to share the #searchfund journey of one of our clients - @JordanNovgrod.  

Jordan had an accepted LOI on an engineering/welding shop and needed a #QoE. In April, Jordan submitted a new project via the DueDilio website.

1/7

Several days later we presented Jordan with 10 proposals for the QoE from independent professionals, boutique, and mid-size firms.  Fixed-fee pricing estimates came in between $7,500 and $34,000.

2/7

After reviewing all the proposals, we introduced Jordan to 3 service providers with fixed-fee estimates between $7,500 and $10,500.  After interviewing the 3 providers, Jordan signed an engagement letter with one of them for the QoE work.

3/7

You can view Jordan's review of DueDilio on Trustpilot.
👇
https://www.trustpilot.com/reviews/62718937f03a9893e982c11a    

4/7

We're happy to report that Jordan successfully completed the transaction.  He has been documenting his EtA journey through his excellent Substack newsletter.
👇

Small Business Acquisition | Jordan Novgrod | Substack https://jordannovgrod.substack.com/

5/7

If you're starting your own business acquisition journey, Jordan put together a very helpful post about all the tools and resources he used to find, finance, diligence, and close the transaction.
👇

https://jordannovgrod.substack.com/p/the-tools-and-philosophy-i-used-to

6/7

How can DueDilio help you?

#duediligence #searchfund #QoE #EtA #mergersandacquisitions #privateequity #buyabusiness #sellabusiness

www.duedilio.com

You can read the unrolled version of this thread here: https://typefully.com/Due_Dilio/h3zmbL1

DueDilio Expert Thursday

Highlighting some of the service providers in our network.

Please meet David...👇

"I've been a practicing attorney for close to 18 years. I've had my own boutique corporate law firm for 7 years. 

1/4

We do a number of lower and middle market M&A deals that require a lot of due diligence with niche expertise in the cannabis and telecom industries. We perform all aspects of legal due diligence related to M&A deals."

👇

2/3

How can DueDilio help you?

#duediligence #LegalDD #attorney #mergersandacquisitions #searchfund #privateequity #buyabusiness #sellabusiness

www.duedilio.com

You can read the unrolled version of this thread here: https://typefully.com/Due_Dilio/GyOhLcP