CASE STUDIES

Our client is a large-scale enterprise with global operations of over $1 billion in revenues. One of its approaches for growing the enterprise is the acquisition of potentially complementary businesses. Because of this purpose, our client allots considerable time and effort assessing, purchasing, and absorbing these new operations, executive groups, and sales and marketing professionals.

With its transactional documentation resources extended to satisfy financial requisites relevant to these engagements, our client availed the premium services of Jensen and Partners to perform many important financial documentation and regulatory compliance requirements as well as those associated with equities and other critical operational issues.

Primarily, Jensen and Partners tasked a senior advisor with proven track record in fiscal documentation and who has handled equities and other challenging and special project issues. Impressed by the strategic support provided by Jensen and Partners, our client accordingly requested supplementary services to step up the achievement of the primary project in connection with equities and the associated reimbursement costs and extend the project coverage to incorporate other required research studies.

Our client was able to leverage the expert resources of Jensen and Partners to optimize the value of financial documentation relevant to particular special projects and engagements. With certainty in the outcome being delivered by Jensen and Partners, our client was able to drive its concentration on straightforward integration of currently purchased entities and the implementation of planned business activities.

This growing company has significant funding on capital and aims at lower middle market firms with business on rising local and untapped but potentially viable markets. These businesses are highly secure, with strong cash flows and attractive corporate profiles with the usual multimillion investments.

As well as funding resources, our client contributes important organizational immersion and fiscal exposure to the management and investors. Our client’s organizational strength comprises of executives and officers with prominent line of business and appreciates the differing requirements and growth opportunities of lower middle market firms.

Our client had lately concluded a business deal and included a warehousing company to its investment portfolio. In order to accomplish its plan of bringing the business to its optimum level of productivity, the company realized it required a clearer assessment of forthcoming fiscal documentation. And as such, this client engaged Jensen and Partners to deliver operational assessment and optimization services and documentation transparency.

We were first requested to present process optimization support in relation to management documentation so that strategic decisions could be made. Through our knowledge of source documentation accessible to the company, we were able to provide our client a through examination of the potency, limitations and sufficiency of the existing documentation system.

In conclusion, we recommended redeveloping the present system and remove redundant documentation that was being maintained periodically. Our client was able to leverage the resources of Jensen and Partners to improve the value and suitability of management documentation of its new acquisition.

By optimizing fundamental procedures, audit points, rules, and dealings, Jensen and Partners was able to promptly and faultlessly shift daily operations to the new and integrated management teams, being able to concentrate efforts on assessing new investment opportunities and addressing issues among its other companies.

This client has well-established relationships with its many investors and quickly gets hold of funding resources on a transactional reference for purchases and valuations. This company concentrates its investment strategies on prospects comprising of bankruptcies, turnarounds, and other exigent scenarios.

Usually, the company purchases businesses in industrial, purely manufacturing, and associated service industries and considers it can produce high returns on invested funding resources by acquiring several assets, collaborating with experienced management teams, and operating sizeable enterprises through reinvestment of funding resources for productivity and growth.

Our client started with an arrangement to buy several made-for-home products circulation hubs from a large international corporation and a plan to put up for sale the newly integrated enterprise through a public engagement. The company then requested Jensen and Partners to provide assistance in the acquisition, processing, and initial public offering preparation.

Jensen and Partners initiated the project by delivering financial due diligence and assessment in examining the assets targeted for acquisition. Examining the assets was difficult because no objective financial documentation was done and kept for the circulation hubs either individually or as a group. However, Jensen and Partners was able to support the client by assessing the quality of assets and productivity levels of the business and modeling pro forma business expenses of the go forward entity.

Eventually, we supported the client by organizing data, providing guidance on end-to-end organizational workflow, and proposing action plans that allowed our client to reconstruct historical financial documentation for previously unaudited operational activities. We productively guided the company through an objective financial documentation audit and supported processing of all other necessary papers needed for filing.

With our extensive work on acquisition and post-transaction audit support, and initial public offerings, we were able to provide our client with a variety of results-driven action plans toward the filing. By concluding a special engagement that was considered impracticable because of the challenging enterprise circumstances, inaccessibility of objective financial documentation, and assertive deadlines, we were highly praised by our client and have since maintained a strong business relationship.