Optimizing Transaction Support and Deal Execution for a Leading BDC

  • Supported deal execution, in-depth valuation analysis and strategic decision making

  • Improved ability to manage and mitigate risks associated with complex transactions


CLIENT CHALLENGES
  • A well-established Business Development Company (BDC) with a diverse investment portfolio required assistance in navigating complex deal structures.
  • Client was seeking for a partner to provide in-depth analysis for informed valuation and strategic decision-making.
  • Required a comprehensive suite of tailored services for transaction execution.
OUR APPROACH
  • Acuity Knowledge Partners with an objective to enhance the BDC's transaction support and deal execution capabilities, ensuring accurate valuation and strategic alignment with investment goals, assembled a skilled team to deliver a streamlined solution for the identified needs.
    • Conducted thorough valuation assessments of potential investment targets.
    • Developed "What-If" scenario models to anticipate various market and regulatory outcomes.
    • Performed detailed risk analysis and due diligence to uncover potential issues.
    • Assessed deal structures to ensure alignment with the BDC's risk-return profile.
    • Delivered strategic insights to inform the BDC's negotiation and deal structuring.
IMPACT DELIVERED
  • The BDC successfully executed transactions with enhanced confidence in investment decisions.
  • Achieved a more strategic approach to deal execution, leading to better alignment with long-term investment objectives.
  • Positioned the BDC to take advantage of future investment opportunities with greater efficiency and precision.
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What we have done

Pioneering Portfolio Management and Performance Excellence for a Mid-Market Lender
What we are proud of

Achieved consistent portfolio analysis through standardized financial reporting.

Enhanced risk management with proactive loan covenant compliance tracking.