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 […]

Financial Reporting for a PE-backed HVAC Services Platform

CFOx recently provided financial reporting services to a private equity-backed HVAC services platform located in the Midwest. Because the platform is highly acquisitive, consolidating the financials on a monthly basis became a difficult and time-consuming task. CFOx was engaged to create a financial reporting package that consolidated all the platform’s entities. The first step was […]