Financial Advisory Services for Lease Portfolio Restructuring

Leasing 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

BOI Financial Advisory Services: 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.

BOI Financial Advisory Services: 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.


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