Private equity valuation & operating models.

For private equity investors.

Post-acquisition models to reduce working capital requirements and accelerate EBITDA, cash and growth.

Fast.

Common problems

Private equity target businesses can suffer from a raft of issues post-acquisition.  These include:

• A lack of knowledge of where the value lies in the business

• Unclear allocation of responsibility across cost and revenue centres

• Unknown debt-bearing capacity of the business due to lack of computed liquidity forecast

• No focused value-creating strategy due to unclear picture of profitability and liquidity forecast

There may be a lack of common vocabulary between the business and the private equity investors, meaning that operational and financial arrangements are unclear.

All of this within time pressures that require the outcomes are reached fast .

Our solution

Lazuli builds private equity valuation & operating models for confirmatory analysis, accelerating time-to-value creation and measurement of bottom-line results. Fast.

The results

With our models you will:

• Quickly get to the results

• Understand where value lies in the business, and conversely where the least value lies.

• Apportion responsibility across the business

• Gauge the debt-bearing capacity of the business, and the value of existing covenants

• Implement and measure value-creating strategies within the business

• Agree a common language between the business and investors

Our one-page profitability and liquidity dashboards give an immediate overview of the results:

How does it work?

Our private equity valuation & operating models are:

• Built in Excel

• Tailored to the structure of the business with a strong focus on structure, allocation and data collection to reach the essential outcomes fast.

• Extremely fast to specify, build and implement

• Built to best practice standards using the FAST modelling language

Case studies

Our private equity modelling solutions have been used across a wide range of business sectors, specifically in sub-£100m, mid-market investments such as:

• Adarma, a leading technology services company in the UK

• Rosemont, a leading liquid medicine manufacturer in the UK

And larger investments:

• Electricity North West, an electricity distribution network operator in the UK

Guarantee

Lazuli Solutions has been building private equity models for over 25 years and all our modellers and project managers are highly experienced.

Lazuli Solutions guarantees that the model will work for our client by focusing on the precise questions that lead to a properly specified model.

Long term, we are available for questions on the model, because we want the model to work successfully for our clients.

Finally, included in the price of the model are two ongoing free maintenance sessions* within the first year after delivery.

*You send us the model and we will carry out a reduced integrity review and a high-level commercial review, repair any errors we find, and report back to you.

Reference

Carol Thompson

Carol Thompson has been in numerous situations where understanding value is crucial.   On each occasion she has used her position as CFO to better understand where the value creating engine lies in the business.

linkedin.com/carol-thompson

Over and again, she has succeeded in identifying value by bringing about better internal structuring, allocating responsibility effectively and collecting data more efficiently.

To do this she has repeatedly used models designed by Lazuli Solutions.   These models were built to suit her businesses and enable her to advise the board and investors on finding the right strategy for creating value.

Carol has been CFO of large and fast-growing enterprises, including ENW in Warrington, SSP in Halifax and Adarma in Edinburgh.

If you would like to hear from Carol about our private equity models, please let us know and we can set up a call.

Pricing

We don’t charge for the first meeting and subsequent conversations that allow us to understand the scope of work and produce a quote.

We have semi-automated the process of building a bespoke private equity model for enterprises which means that the cost of our solutions remains competitive.

The quote will be based on two levels of work, a higher-level for specification, management and delivery, and a lower rate for modelling, with estimated time for each.

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