Private Equity Firm Acquisition Review

Challenge

A Private Equity firm, with an emphasis in the mid-market, was assessing the viability of a potential acquisition of a technology services company. The firm specializes in buyout and growth equity investments and prefers to invest in the healthcare, information technology, and wellness sectors.

They were seeking expertise from a very senior executive who could partner with them to assess and pursue the target and, as appropriate, continue to work with them through the development of the thesis and investment.

Solution

Deal Advisory Expertise — the Patina Professional, with specific industry experience and a PE background, reviewed the opportunity and partnered with the PE group throughout the process. He served as a deal advisor during the due diligence activities, with the understanding in this case, the scope could lead to a role as a senior leader of the company or a board member.

Outcomes

The potential acquisition target’s executives liked the Professional so much that the client positioned him as the ultimate Chairman in the Letter of Intent. The firm appreciated the unique industry expertise, objectivity and schedule flexibility of the Patina Professional.