CASE STUDY

Acquisition Modeling & Strategic Forecasting

CLIENT OVERVIEW

Jack

Owner, Strobes N’ More

CLIENT OVERVIEW

PROJECT TYPE

Acquisition Support

Acquisition Support

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THE CHALLENGE

01

PROBLEM STATEMENT

Jack was evaluating an add-on acquisition and needed a detailed model to assess the opportunity, along with broader forecasting to support decision-making.

Jack was evaluating an add-on acquisition and needed a detailed model to assess the opportunity, along with broader forecasting to support decision-making.

TALENT HIRED

02

TALENT PROFILE

Wharton MBA Student

Wharton MBA

Bank of America

Private Equity

SOLUTION & OUTCOME

03

AFTER DEAL JUNKIE

The model provided clarity on the acquisition and led to an ongoing working relationship, with the same service provider now supporting additional projects.

The model provided clarity on the acquisition and led to an ongoing working relationship, with the same service provider now supporting additional projects.

KEY RESULTS

Acquisition decision clarity secured — and the engagement evolved into an ongoing multi-project partnership.
Acquisition decision clarity secured — and the engagement evolved into an ongoing multi-project partnership.

The quality of work exceeded expectations. It felt like having a junior investment banker or PE associate on demand, but at a fraction of the cost. We’ve continued to use the same provider across multiple projects because of how strong the initial engagement was.

Jack

Jack

Owner, Strobes N’ More

Owner, Strobes N’ More

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