Valuefy Advisors

BACKGROUND

Please describe your company and position.

I am the SVP- Investments of a financial services company 

Describe what your company does in a single sentence.

Banking and Investments

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Valuefy Advisors to accomplish?

• Conduct market assessment
• Identify targets for acquisition
• Prepare value creation plan and conduct due-diligence on the targets
• Conduct valuation and prepare SPA
• Oversee complete M&A process

SOLUTION

How did you find Valuefy Advisors?

Referral

Why did you select Valuefy Advisors over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Valuefy Advisors were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work included:

• Identifying and shortlisting two targets from a long list of targets
• Conducting due-diligence an identification of red flags
• Conducitng valuation
• Preparing a value creation plan
• Preperation of SPA in coordination with legal team
• PMO whole M&A process

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Quality and exhaustiveness of deliverables
• Adherence to timelines and milestones
• Success of deal

Describe their project management. Did they deliver items on time? How did they respond to your needs?

I was thoroughly impressed with how Valuefy Advisors handled the project from start to finish. Their ability ability to effectively manage the timeline and ensure that deliverables were met on time was truly commendable. Thy were flexible and responsive to our needs throughout the project. Their hands-on style, attention to detail, and willingness to address any concerns or changes significantly impacted the project's overall success.

What was your primary form of communication with Valuefy Advisors?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They are flexible and focused on adding value to clients. The attitude of getting things done on time in high quality manner and ensuring that they take all the key stakeholders along (to ensure buy-in) was instrumental in meeting challenging engagement timelines.

Are there any areas for improvement or something Valuefy Advisors could have done differently?

Nothing comes to mind immediatley. We are working with them on another engagement at present.