How we helped a Private Equity firm raise funds for its Consumer Durables client

The Context

The client, an emerging Private Equity firm based out of Mumbai, India, wanted the TresVista Team to handle the entire deal execution for a fundraise of a consumer durables manufacturing company to finance capex and working capital requirements.

The Objective

To work closely with the client throughout the entire deal execution process to help them conduct a smooth fundraise for their client.

The Approach

The TresVista Team built a robust model, conducted diligence and analyses, drafted a preliminary IC memo, and put together a final IC memo. Over the course of two exciting and assiduous months, several management calls and a factory visit took place.

The factory visit and management meeting were planned over two days in multiple cities in North India:

Day 1:

• An in-depth 3-hour factory tour
• 200 km drive back to the hotel in City3

Day 2:

• Board room management meeting in the corporate office in City3

Discussing outlook with the management

The Challenges We Overcame

The major hurdles faced by the TresVista Team were:

• The fear of the unknown in a high-stake environment
• Being the gatekeeper for all the deal-related financials and key data points

The team overcame these hurdles by summarising all analyses and key areas of diligence in a crisp and condensed manner ahead of the trip and formed a strong understanding of the historical and forecasted financials of the target company.

Manufacturing Unit Assembly Line

The Value Add – Catalyzing the Client’s Impact

The TresVista Team conducted additional research on broader industry trends, valuation, and business updates of public comparable, which helped develop a strong understanding of the historical and forecasted financials of the target company.