Background: Based on the success of its products, this CTS Impact client explored various strategic transactions, including a potential sale.  As a part of these efforts, the client needed to understand and analyze the financial impact of these potential transactions, in order to make the best decision for the organization.

CTS Impact Solution:

  • Prepare pro forma financial information for potential sale
  • Prepare budget updates and cash flow forecasting
    • Perform operational analysis
    • Market analysis
    • Competitive analysis of comparable businesses
  • Establish electronic data room
  • Draft Offering Memorandum
  • Coordinate responses to information requests from third parties