We provide a strategic assessment service to lenders, private equity firms, and management. This comprehensive diagnostic service is always customized for a specific business situation. Our assessment:
- Provides an unbiased, in-depth professional opinion on a company's current situation, its financial and strategic plan
- Evaluates the overall organization and its current management capabilities – strengths, weaknesses, and ability to adapt to changing market conditions.
- Identifies key risks and opportunities
- Provides realistic options and alternative solutions
- Leverages our extensive experience as operational leaders of distressed companies
Our clients also use our strategic business assessment to get important information that helps them make decisions for initial or follow-on equity investments and extensions of credit, forbearance agreement negotiations, and at other critical times.
Lenders – Make Informed Decisions
Lenders need an independent assessment to identify, validate or neutralize concerns about a business situation. Our assessment presents a realistic snapshot of a business and provides the ability to quickly and confidently make informed decisions when:
- Establishing or extending a line of credit
- Restructuring or refinancing debt
- Assessing or supporting new management or business plan
- Acquiring or divesting a business or key asset
- Pending change in business strategy
Our senior level experience uniquely qualifies us to present information from various perspectives, whether operational or financial. Talk to us about how to customize this service to meet your specific needs.
Private Equity Firms – Leverage Our Investment Experience
When faced with the need for an independent evaluation of a portfolio company or its management team, private equity firms rely on AEG to provide strategic assessments. This is often necessary when making a critical decision, such as an initial or follow-on investment. Alternately, you may be considering an equity investment and want to confirm the value of an acquisition – distressed or otherwise.
You can rely on our Strategic Business Assessment Service to:
- Give you a seasoned, professional viewpoint
- More confidently identify the risks facing your portfolio investment
- Assess management's ability to deliver
Management – Get an Objective Viewpoint
Our assessment capability is ideal for obtaining an objective view of a significant strategic move. Management teams often retain AEG when considering the purchase of a company, evaluating the integration challenge of a merger or determining how to finance a growth strategy. AEG's senior level talent and first-hand experience with downside risks can be extremely helpful to management.
Representative Strategic Assessment
- AEG Partners was retained by one of the largest U.S. private equity groups to assess an add-on investment to an existing portfolio company. Details
Talk to us about how you can leverage our experience to provide your capital constituents with the assurance they need.