Our Approach
We personally work with you and your team to develop an objective view and actionable solutions.
Transformation & Turnarounds
Deep Dive with Your Team
- Review strategic plans
- Review tactical and operating plans
- Validate underlying assumptions, alignment and results
- Assess the value proposition and supporting evidence
Business Review
- Assess results to plan for prior years for historical perspective and current performance.
- Assessment and alignment of KPI’s
- Talent assessment
- Future prognosis – are you on track?
Technology Review
- Product and service alternatives
- Competitive landscape and benchmarking
- SWOT analysis
- New product pipeline
Internal/External Interviews
- Meet with sales teams and distribution partners
- Selected field rides
- Customer interviews
Report & Recommendations
- Detailed report on findings
- Review of options and alternatives
- Proposed plan to address crucial issues and opportunities
- Implementation plans and support
New Investments & Opportunities
Pre-Meeting Diligence Planning
- Review the investment thesis with the client
- Develop background material on the target company; markets, product lines, financials and competition
- Review available diligence material from target company data room
- Prepare background diligence questions and areas for exploration
- Review diligence objectives and plan with the client
- Engage outside functional experts as necessary
Company Meetings
- Conduct an on-site visit to headquarters and key facilities if possible
- Conduct a deep-dive review of diligence presentation with company management and client
- Conduct one-on-one meetings with key functional leaders at target company
- Additional research or customer contacts as determined by diligence plan
Post Meeting Diligence Report
- A detailed report on diligence findings, including business and personnel assessment, financial assessment, identification of risks, red flags and areas for further diligence
- Validation of acquisition assumptions, including synergies, and quantification of diligence findings for use in financial modeling and valuation
- Recommendations on diligence, negotiation strategies, valuation and integration planning
- Client meeting for comprehensive review of diligence findings
Connect with our team to see how 360 Life Sciences Advisors can help you.