Buy-side Quality of Earnings (QoE) for a PE-Backed HVAC Platform

CFOx recently provided financial due diligence services to a private equity-backed HVAC platform for an add-on acquisition. The Midwest-based acquisition target specializes in heating and cooling products. The target was ultimately acquired by our client.

In addition to a Quality of Earnings analysis, our Transaction Services team advised the client on net working capital and net debt issues within the purchase agreement and prepared a proof of cash analysis to ensure proper cash reconciliation to historical financial activity.

If you would like to learn more about our Transaction Services, please reach out via email ([email protected]) or schedule a call directly on our Contact Us page.

Transaction Services Provided:

  • Quality of Earnings (QoE) Analysis
  • Due Diligence on Targets