Western Gruppe InvestmentsFinancial Analyst
Jul. 2018 - Jul. 2019Responsibilities included: • to assist in the full range of procedures relating to private investment from initial analysis of financial information through to deal closure. • Act as the main point of contact for a divestiture of a retail holding group of 15 individual retail supermarkets in a transaction underwritten by a listed retail group. Acquisitions • Performed the preliminary analysis of the target company’s historical financial statements to identify risks, potential growth opportunities and to determine a preliminary value range. • Prepared a financial model using DCF and earnings multiple methods in order to determine the value range • Engaged with operational management within the group to determine reasonable growth potential. • Acted as the point of contact with target company shareholders. Managed the initial meetings and subsequent communication throughout the deal process. • Performed review procedures on the historical financial information as part of the due diligence with a focus on the existence and accuracy of sales, retail listings in place and the existence and costing of inventory Divestiture • Prepared and presented on the tax efficiency of various deal structuring alternatives for the shareholders of the group. • Assisted in the preliminary deal-making discussions with the purchasers. • Prepared DCF and earnings multiple financial models in order to place values on the individual companies for the purposes of price negotiation • Assisted in the oversight of the preparation of the various sale agreements and the deal negotiations in conjunction with our attorneys. • Prepared financial information packs to be provided to the purchasers in support of their due diligence processes