Our Client, US-based IB firm, received a mandate to advise a buy side acquisition of a US-based Payments Company, that was looking for Cross selling synergies and opportunity to increase its end-customer base.
JMI Implementation
JMI team identified a list of relevant target companies using an exhaustive screening process involving multiple data sources (such as Capital IQ, Factset, Refinitiv and Pitchbok), industry reports and industry associations.
Benchmarked shortlisted companies across various key parameters including historical revenue, employee growth, funding rounds and management experience.
Delivered company profiles of the potential 4 target companies covering key business information, segments and financial details that would help in better target evaluation.
JMI also helped the client in scheduling the meeting with key management of target companies.
Value Delivered
JMI team carried out initial screening on key parameters and provided a list of all the shortlisted companies.
Identified 4 potential growth payment companies based on revenue, subscribers and funding type etc.