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Case Study: Accelerating Acquisition in the Renewable Energy Sector

Private Equity Firm Acquisition in Renewables

Accelerating Acquisition in the Renewable Energy Sector for a US-Based Private Equity Firm

Case in Point

A prominent US-based private equity firm sought to identify and acquire investible targets in the renewable energy sector, specifically focusing on solar energy companies for a significant acquisition.

Our Approach

  • Conducted an extensive market analysis of the solar energy sector, identifying key players, market trends, and growth opportunities.
  • Utilized multiple data sources, including Bloomberg, S&P CapitalIQ, Pitchbook, and industry reports, to compile a comprehensive list of potential acquisition targets.
  • Shortlisted candidates based on criteria such as financial health, market position, and alignment with the firm’s strategic goals.
  • Provided detailed profiles of shortlisted companies, including financial metrics, operational capabilities, and insights into management teams.

Engagement Model

The client opted for a Standalone Ad-hoc project Model. Our team of two analysts (senior analyst and governance supervisor) collaborated closely with the client, delivering weekly updates and insights throughout the engagement. We developed a robust database of target companies, ensuring all information was accurate and actionable.

Our Value Addition

  • The private equity firm successfully acquired a leading solar energy company, enhancing its portfolio in the renewable sector.
  • Achieved a 25% faster acquisition process compared to previous efforts due to our streamlined approach.
  • Maintained continuous communication, ensuring the client was informed at every stage of the process.

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Building and managing physical and virtual infrastructure for seamless operations. We create customized Global Capability Centers (GCC) and transfer ownership after the agreed period.

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Posting Intercompany Transactions, Recording Income & Expenses

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Reconciliations Bank Accounts, Credit Cards, Customer Statements

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Calculating & Reporting Management Fees

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Fund Setup Services

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Booking Investment Transactions

Includes marking holdings to market, and managing accrued expenses, income, and corporate expenses.

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Calculating and Paying Dividends & Distributions

Preparing periodic reports for dividends and distributions.

Performing Reconciliations

Handling custody, cash, and bank reconciliations.

Calculating Carried Interest & Management Fees

Determining the fees and interest for fund management.

Generating NAV Packages

Creating Net Asset Value packages, waterfall calculations, and returns.

Preparing Statements

Drafting monthly, quarterly, and annual financial statements with footnotes.

Maintaining Investor Records

Keeping updated records of investors.

Issuing Notices

Sending call and distribution notices followed by bank reconciliations.

Distributing Capital Statements

Providing partner capital statements to relevant parties.

Distributing Investor Reports

Sharing investor reports via email or an online portal.

Handling Investor Queries

Responding to investors’ questions.

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Investment Banking Services

1) Preparing Tailor-made Quality Pitchbooks

Creating customized documents that highlight a company’s financial status and business strategy to attract investors.

2) Preparing Tailor-made Quality Pitchbooks

Comprehensive analyses of specific sectors, covering trends, key players, and market dynamics.

3) Identifying Potential Targets

Researching and analyzing companies for potential acquisition or partnership opportunities.

4) Preparing Target Profiles

Developing detailed profiles of potential acquisition candidates, including financial and strategic information.

5) Identifying & Marketing to Relevant Intermediaries

Engaging key intermediaries to facilitate transactions and promote the client’s strategic objectives.

6) Summarizing Investment Memorandums

Condensing detailed investment information into clear, concise summaries for potential investors.

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1)  Developing Customised Content for Financial Services/Corporate Training Companies

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2) Creating Case Studies

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3) Presentation & Graphics Services

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5) Creating Content Thought Pieces

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6) Creating PPMs

Preparing Private Placement Memorandums to provide information to potential investors in private companies.

7) Managing Social Media & Email Campaigns

Overseeing the execution of social media and email outreach to engage audiences and promote services.

8) Creating Periodic Investor Communications

Developing regular updates and reports to keep investors informed about a company’s performance.

Graphic Design Expertise on Marketing Materials Applying advanced graphic design skills to create compelling marketing collateral.

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1) Hiring Global Board Members

Recruiting executive-level professionals from around the world to join a company’s board of directors.

2) Maintaining Operating Models

Ensuring that financial models reflecting a company’s operations are up-to-date and accurate.

3) Periodic Portfolio Valuations (IRC 409A & ASC 820)

Regularly assessing the value of a company’s portfolio in accordance with specific valuation standards and regulations.

4) Trading & Transaction Comparable Analysis

Comparing similar companies’ trading metrics and recent transactions to evaluate a company’s market value.

5) Identifying Add-Ons & Potential Acquirers

Finding suitable companies for acquisition and identifying potential buyers for a company’s assets.

6) Preparing Board Materials & Market Insights

Creating reports and presentations for the board of directors that include market analysis and strategic insights.

7) Creating & Tracking Key Business Drivers

Developing and monitoring metrics that significantly impact a company’s performance.

8) Hypothesis Testing

Conducting experiments to validate assumptions and determine the effects of different variables on outcomes.

9) List Generation, CRM Cleansing & Management, Competitive Intelligence, and Social Media Management

Generating targeted contact lists, maintaining and optimizing customer relationship management systems, gathering competitor information, and managing social media presence.

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Investment Banking Services

1) Preparing Tailor-made Quality Pitchbooks

Creating customized documents that highlight a company’s financial status and business strategy to attract investors.

2) Preparing Tailor-made Quality Pitchbooks

Comprehensive analyses of specific sectors, covering trends, key players, and market dynamics.

3) Identifying Potential Targets

Researching and analyzing companies for potential acquisition or partnership opportunities.

4) Preparing Target Profiles

Developing detailed profiles of potential acquisition candidates, including financial and strategic information.

5) Identifying & Marketing to Relevant Intermediaries

Engaging key intermediaries to facilitate transactions and promote the client’s strategic objectives.

6) Summarizing Investment Memorandums

Condensing detailed investment information into clear, concise summaries for potential investors.

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