Private Equity

Our Practice

Kline offers a comprehensive range of support services for private equity. We prepare bankable commercial reports for capital raising activities, undertake pipeline building and vetting projects, and deliver commercial and technical due diligence. In our core industry sectors of specialty chemicals, lubricants and petroleum specialties, and professional beauty, Kline is the preferred advisor and due diligence partner due to this foundational expertise and supporting databases. Much of our advisory support work entails pipeline building and candidate vetting projects. We can efficiently build and screen target lists – working from our competitive databases. For commercial due diligence, Kline provides the deep industry expertise necessary to deliver objective and fact-based assessments of business health and financial forecasts. Our process includes:

• Investment thesis assessment: vet/ challenge the client’s approach and supporting rationale for value creation
• Industry and competitive analysis: evaluate industry/ category growth dynamics, attractiveness, and competitive situation
• Target company evaluation: understand and evaluate details regarding the organizations, sales performance, and customers
• Business plan assessment: review the business plan to assess credibility and feasibility and develop revenue forecasts based on alternate growth scenarios
• Strategic recommendation: provide overall recommendation and suggest other opportunities to add value and realize cost savings