Supporting deals with fast, insightful analysis
Private Equity and Investor Support
Experienced lending and due diligence professionals
In addition to helping lenders, the Broadstone team apply their analytics to support investors.
With unique expertise on both the sell-side and buy-side of investment processes, and deep experience working with investors in consumer and SME lending, Broadstone helps to enable considered investment decisions.
The team’s experience ranges from undertaking capability reviews of the target to fully-fledged data-driven due diligence, including cash flow forecasting to feed into the investment model
Working with some of the largest funds, as well as specialist investors, Broadstone also offers a financial model audit and review service to ensure company projections are based on robust, well-considered assumptions.
Our services encompass a broad range of areas:
Data-Driven Due Diligence
- Account-level data reconciliation
- Historical trend analysis
- Cash flow portfolio forecasting
- Economic scenario stress testing
- Non-performing loan pricing
Financial Model Audit & Review
- Full financial model audit
- Model build-out and enhancement
- Input and assumption stress testing
- Detailed forecast sensitivity analysis
- New financial model build
Lender Expert Review
- Lender capability assessment
- Red flag and gap analysis
- Opportunity and enhancement identification
- Industry benchmarking
- Post-deal roadmap creation
Post-Deal Workout
- Analytical support and credit risk management for post-purchase optimisation
- Champion-challenger strategy design for new acquisition
- Regular investment portfolio monitoring and reporting
By tailoring our services to the specific needs of our clients, we leverage our deep knowledge and experience to deliver robust and reliable solutions, ensuring your institution is well-prepared to meet regulatory requirements and manage risks effectively.
