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Healthcare & Life Sciences

Cold chain company needs help creating a “hot” equity story​

Key results:
  • Executed an accelerated sale process at a high valuation ​​​
Value levers pulled:
  • Sell-side readiness​
  • Visibility
  • Stakeholder reporting and KPI development ​

Picture this...

You’re a PE-owned, $70M revenue cold chain packaging solutions provider to global biopharmaceutical companies. You’re preparing for sale, but you don’t have the financial and operational visibility necessary to tell a compelling and data-driven equity story.

You turn to Accordion.

We partner with your FP&A team to create a cohesive investor presentation, a comprehensive data room for use during the due diligence process, and a detailed financial model—all while implementing the tools necessary to enhance financial and operational visibility. We:​

  • Collect, analyze, and organize historical performance data and facilitate the creation of data room supporting analyses, including monthly financial trending, business segment trending, business model review, and key operational metrics.​
  • Remap historical financial information on the same basis as projections.​
  • Address outstanding information and report gaps identified by the selling sponsor during its due diligence—to both assist in the sale process and enhance financial and operational visibility on an ongoing basis. ​
  • Determine any gaps in information and operating/financial metrics.

Your value is enhanced.

Your cold chain company made a hot exit, thanks to your robust analytical capabilities which allowed you to tell an effective equity story highlighting your unique market position. You execute an efficient and accelerated sale process at a favorable valuation to a top-tier investor, and you now have the infrastructure in place to gain better financial and operational visibility going forward.

Enhanced value:

You reap multiple benefits, including:

  • Executed an accelerated sale process at a high valuation ​