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.
How We Can Help
Data-Driven Due Diligence
Lender Expert Review
Financial Model
Audit & Review
Post-Deal
Workout
Assess Value
- Account-level data reconciliation
- Historical trend analysis
- Cash flow portfolio forecasting
- Economic scenario stress testing
- Non-performing loan pricing
Understand Capability
- Lender capability assessment
- Red flag and gap analysis
- Opportunity and enhancement identification
- Industry benchmarking
- Post-deal roadmap creation
Inform Decisions
- Full financial model audit
- Model build-out and enhancement
- Input and assumption stress testing
- Detailed forecast sensitivity analysis
- New financial model build
Improve Effectiveness
- Analytical support and credit risk management for post-purchase optimisation
- Champion-challenger strategy design for new acquisition
- Regular investment portfolio monitoring and reporting
