Valuefy Advisors

Valuefy Advisors was hired by a financial services company for a business consulting project. The company's SVP of Investments sought Valuefy's expertise to conduct a market assessment, identify acquisition targets, prepare a value creation plan, conduct due diligence, oversee the complete M&A process, and conduct valuation and prepare SPA. Valuefy was chosen over other potential advisors due to their high ratings, budget-friendly pricing, great cultural fit, and excellent value for cost. The team from Valuefy, consisting of 2-5 employees, successfully delivered on the project's objectives, including identifying and shortlisting two targets, conducting due diligence and identifying red flags, conducting valuation, preparing a value creation plan, preparing SPA in coordination with the legal team, and PMO the whole M&A process. The project was a success and the financial services company was pleased with the results.