Private Equity and Lending Institutions: Now is Good Time to Evaluate Current Holdings

In light of the current economic environment, private equity and lending groups are focusing close attention on their current holdings.

Bober Markey Fedorovich has assisted many of its private equity and lending institution clients with operational assessments designed to better understand current performance, the reasonableness of the company’s business plan and related projections, as well as identification of potential opportunities to rationalize operating costs and increase top line revenue. The extensive experience of the firm’s Transaction Advisory Group, along with the expertise within our restructuring group, BMF Advisors, provides the necessary skill set to assist our clients during an economic downturn. Simply put, it is in these harsh economic times that BMF has been able to provide some of the most fundamentally sound financial advice to its clients.

Bober Markey Fedorovich has assisted its private equity and lending institution clients in the following areas:

  • Profitability and margin analysis – by customer, product, division, etc.
  • Overhead and SGA cost analysis – segregating fixed versus variable operating costs
  • Cost saving opportunities
  • Building comprehensive, “bottoms up” financial models
  • Vetting financial models, company projections and business plans
  • 13-week cash flow forecasts

Our goal is to assist private equity and lending institution clients with assessing the real-time financial performance of their investments, and ultimately, help them determine approaches to improve the company’s financial performance.

If you have any questions or would like more information, please do not hesitate to contact:

Mark B. Bober, CPA, ABV, CVA, CFF
Partner and Practice Leader
Transaction Advisory Services
Direct: 330.255.2425
Email