Cross-Border Vendor Due Diligence for a Facility Management & Energy Performance Provider

Support for a Facility Management & Energy Performance provider in preparing its information memorandum for cross-border investment.

Industry

Energy

Capability

PE Advisory & Value Creation

Context

Preparation of a roadshow document to outline the company's core assets, detailed market positioning, strategic goals & investment strategy.

Scope & Deliverables

  • Presenting company core assets: including its historical development, primary target markets, people, skills & untangible assets.
  • Analyzing competitive dynamics: competitive landscape, including key competitors, market share, competitive positioning, and offers differentiators.
  • Assessing market dynamics: broader market trends, growth drivers, customer behavior, and potential disruptors that could impact the business.
  • Clarifying group investment strategy: investments rationales, financial deal structure, roadmap.

Team

Lead by
Armand Rattier
Co-founder | Strategy & Performance, PE Advisory & Value Creation

Constellations Impact

  • Vendor Due Diligence (VDD) completed on time, despite a highly pressurized timeline and limited internal resources.
  • Successfully shared & presented to international banks to fund projects and pursue strategic targets.