industry
Manufacturing

National lubricant distributor needs to grease the wheels for a successful sale

Key technology:
  • Power BI​​​
Value levers pulled:
  • Sell-side readiness​​

Picture this...

You’re a PE-backed national lubricant distributor preparing for sale. But you’re missing the key deliverables that will allow you to provide potential buyers with accurate, data-driven answers to key diligence questions. You need help preparing for the sale—and executing the transaction.

You turn to Accordion.

We partner with your CFO to prepare key deliverables, facilitate the population of a data room, communicate with investment bankers and other stakeholders, and more. Specifically, we:

  • Engage in a data reconciliation and cleansing exercise to prepare consistent and easily-accessible metrics for use in the confidential information presentation and the data room.
  • Recalibrate the data and analysis strategy to leverage your existing Power BI infrastructure, giving more efficient access to data and improving visibility into your historical and ongoing performance.
  • Perform a range of custom analyses on brand profitability, sales performance, customer metrics, and inventory management.
  • Collaborate with representatives across divisions (HR, Legal, Finance, etc.) to manage the population of the data room.

Your value is enhanced.

You’re exit ready. You are now able to provide buyers and other stakeholders with historical financial and operational KPIs, industry and market overviews and analyses, and other necessary materials to ensure a successful sell-side process. Going forward, you have the revamped Power BI infrastructure in place to facilitate effective KPI reporting—providing enhanced visibility into both historical and real-time performance.

Enhanced value:

You reap multiple benefits, including:

  • Sell-side readiness