Operations Due Diligence for Investment - A $1B mezzanine funding firm sought expert 3PL industry advice on a potential investment to fund a merger of a $300M European value-added warehousing and distribution business serving the high-tech consumer electronics industry.

Our consultant provided M&A operational due diligence support to qualify the 3PL’s operational capabilities, competitive advantage, merger synergies, growth potential and risks. Market intelligence included an industry overview, key trends, market size and growth potential estimates, margin expectations per segment and risk factors. Support included business plan reviews with the executive management team, site visits, and evaluation of operational performance, process quality, and customer service delivery, and assessment of technology capabilities, key customer relationships and contracts.

The investment group agreed to commit more than $120M to fund the acquisition.