Buy-side Quality of Earnings (QoE) for a PE-Backed HVAC Platform

CFOx recently provided financial due diligence services to a private equity-backed HVAC platform for an add-on acquisition. The Midwest-based acquisition target specializes in heating and cooling products. The target was ultimately acquired by our client. In addition to a Quality of Earnings analysis, our Transaction Services team advised the client on net working capital and […]

Buy-side Due Diligence Services for a Private Equity Fund

CFOx recently provided buy-side financial due diligence services to a private equity client. The Rocky Mountain-based acquisition target was an innovative braking system manufacturer that primarily supports the camping industry. In addition to a Quality of Earnings analysis, our Transaction Services team performed an analysis of the target’s current inventory stock to determine proper valuation […]

Financial Modeling for an Investor-Backed Consumer Products Company

CFOx recently provided financial modeling services to an investor-backed Consumer Products company as it prepared for its Series A funding round. The company currently sells its reusable whiteboards and office supplies online and plans to expand into big box retail. The company’s management needed to update its current financial model to clearly present its financial […]