Case Study: a leading private equity firm avoids a risky acquisition with GlobalData

Leading Private Equity Firm - Customer Case Study

A leading private equity firm engaged GlobalData to conduct an independent evaluation of a potential acquisition target in the dairy sector. The firm needed an expert critique of the target's business plan to inform its investment decision, aiming to assess the associated risks and financial viability.

GlobalData's consultants reviewed and challenged the target's financial assumptions on volume growth, pricing, and costs. They built a revised financial model that detailed conservative, normal, and aggressive growth scenarios. This analysis by GlobalData identified the acquisition as excessively risky, which directly led the private equity firm to decide against pursuing the deal.