M&A deal support and workflow automation for US advisory firms
Book a call
Outsourced M&A analyst · Industrials and manufacturing

For advisers selling precision manufacturers, fabricators, distributors and industrial services businesses. Buyers want to see backlog, capacity and margin by product, so we build the work around them.

Buyer list research 5 business daysCIM and teaser preparation 7–10 business daysQoE databook 5–10 business days
Led by Harsh Jindal, ex-Bain & Company PE due diligence
Diligence focus

What industrial buyers dig into

Backlog and order book
Backlog by customer and month, and how it converts to revenue.
Margin by product and customer
Gross margin after materials and direct labour, not just in total.
Capacity and capex
Utilisation by line or shift, maintenance versus growth capex, and equipment age.
Customer and supplier concentration
Top customers by end market, and single-source suppliers.
Working capital
Inventory turns, obsolete stock and a normalised working capital level for the peg.
Services

How we help

Buyer list research

750–1,000 strong-fit strategic and financial buyers with rationale, tiered, with decision-maker contacts

5 business days

CIM and teaser preparation

Full CIM draft and one-page teaser from client files

7–10 business days

QoE databook

Monthly P&L, balance sheet, adjustments and KPI tabs, tied out, with DDQ responses included

5–10 business days

Full-time trained analyst

A trained analyst working full time on your mandates: lists, CIMs, databooks, DDQs and day-to-day deal work, with senior review of every deliverable

Ongoing
FAQ

Questions advisers ask

Do you help with the working capital peg?

Yes. The QoE databook includes monthly net working capital, so the target level is backed by trailing data before LOIs come in.

Can you size the end markets for the CIM?

Yes, through our Market Intelligence service: a bottom-up market model for the CIM’s market section, cross-checked against third-party estimates.

Tell us about the mandate, and we’ll send a fixed quote within 24 hours.

Book a 30-minute call

Or email harsh.jindal@valcoreanalytics.com