Financial Advisory Services for Lease Portfolio Restructuring

Financial Advisory Services
Financial Advisory Services for Lease Portfolio Restructuring Brickstone Blogger 3:15 am

Project Info

Client Bank of Industry
Skills Financial Advisory Services | 2017

Project Description

Project Description

BOI needed the expertise of Financial Advisory Services Company, to appraise a Target Company, advise on the preferred transaction structure and consideration, determine a valuation and divestment dynamics and secure requisite regulatory approvals, while ensuring that the required level of transaction confidentiality for BOI.

Actions Taken

Brickstone worked under the main adviser and was contracted to:

  • Create a clear articulation of the Target company’s long-term strategy, its target market share and estimated future capital needs is well documented.
  • Prepare a commercial argument for the Target company’s growth strategy including a through a market competition analysis within Indigenous Leasing firms is presented
  • Develop a comprehensive Information Memorandum which communicates the inherent value of the Target company’s business is developed to communicate with Investors
  • Develop a robust financial model of the Company’s future earnings and cash flows, incorporating key assumptions of its future growth strategy is developed;
  • Analyze the company’s forecast, collect and analyze price multiples from comparable companies/transactions in the Leasing Industry
  • Carry out an Independent valuation of target company using various valuation methodologies and estimate a range for the Fair Market Value of 100% of its common stock.
  • Carry out rigorous sensitivity tests are carried to examine key assumptions, forecasted industry information as well as key performance ratios is performed
  • Prepare and maintain a due-diligence data room for invited investors;
  • Support in assessment of financing offers and decision on the investors to be invited for final negotiations
  • Assist in achieving financial close by finalizing the terms and conditions for proposed divestment.

Outcome

  • At the end of the project, BOI was provided with an efficient and structured approach to the project closeout.