Private Equity

Copal Partners provides support for private equity funds across the investment life cycle.

We offer multi-industry, cross regional support to our private equity clients throughout the investment life cycle, with a range of services including target identification, industry and company due diligence and monitoring of portfolio companies. We also support our client’s portfolio companies by assisting them with strategy, budgeting, and business development.

Copal Partners services its private equity clients using the resources of our principal research centers in India, China and Argentina. We can also provide on-site staff at our client’s domestic offices. Our Private Equity team members are typically MBA qualified or chartered accountants. Our client-facing Vice Presidents will have previously worked for leading strategy consultancy companies and investment banks.

Copal Partners prepares client research products to the most exacting standards. Our offering includes primary research capabilities, enabling us to provide clients with in-depth knowledge through interviews with industry participants worldwide. Our approach is multi-lingual, with information sourced in over 20 languages. Our workflow team is available to clients 24 hours a day, seven days a week, enabling constant access to clients’ dedicated research teams.

Our private equity clients have successfully leveraged our expertise to generate a proprietary deal flow, increase their understanding of sectors and companies, and improve operations of their portfolio companies. Many clients have also been able to substantially reduce costs associated with retaining strategy / management consulting firms around due diligence processes.

Products and Services

Strategy

  • Capital structure analysis

  • Current market trends / news / data

  • Financial analysis (market / industry / company)

  • Investment opportunity identification

  • Market and industry overviews

  • Proactive sector identification

  • Relative valuation analysis

Due diligence

  • Deep dive industry / market studies (e.g. strategic consultancy engagements)

  • Due diligence on executives

  • Financial modeling including scenario analysis

  • Interviews with industry experts, customers, suppliers and competitors

  • Market / product expansion analysis

  • Valuation (trading and transaction comparables)

Investment

  • Capital structure analysis including comparable analysis

  • Full valuation analysis including DCF, IRR, ROE and ROCE

  • Investment memorandums

Portfolio Support

  • Cross portfolio synergy identification

  • Industry benchmarking

  • M&A / strategic analysis

  • Market / product expansion opportunities

  • Operational analysis

  • Portfolio monitoring including updating of models tracking company, competitor and sector news

  • Profit improvement


Contact us: private.equity@copalpartners.com

Private Equity Case Study - Strategy
Private Equity Case Study - Portfolio Support