Buy-side Due Diligence Services for a Private Equity Fund

CFOx recently provided buy-side financial due diligence services to a private equity client. The Rocky Mountain-based acquisition target was an innovative braking system manufacturer that primarily supports the camping industry. In addition to a Quality of Earnings analysis, our Transaction Services team performed an analysis of the target’s current inventory stock to determine proper valuation […]

Financial Modeling for an Investor-Backed Consumer Products Company

CFOx recently provided financial modeling services to an investor-backed Consumer Products company as it prepared for its Series A funding round. The company currently sells its reusable whiteboards and office supplies online and plans to expand into big box retail. The company’s management needed to update its current financial model to clearly present its financial […]

Synergies Gained by Engaging CFOx for Multiple Phases of the Acquisition Process

During a recent add-on acquisition, an existing client of CFOx experienced the value of engaging CFOx for multiple phases of the acquisition process.  The client, a PE-backed audio production and marketing platform, engaged CFOx for both financial due diligence and accounting transition services which resulted in synergies and technical efficiencies. Financial Due Diligence Based on […]