Sales Transaction Due Diligence Analysis

Client: Private Equity firm

A private equity firm engaged us to examine the sales of a company they were interested in acquiring. They received a set of 450,000+ historical sales transactions going back 5 years and they were interested in understanding the mechanisms that were generating the growth in sales for the company in terms of customer behavior, sales geography, and product pricing and margins.

3 Key Insights:

We ran a detailed analysis of the data set looking at sales growth over time for various customer segments.

We identified the main causes of the increase in sales for small and top customers, by analyzing customer behavior, pricing, order patterns, product concentration and margins, and sales by representative and geographical location.

We consolidated our findings into a deck that was presented to the partners and then investors, leading to approval of the deal.

Sales Trends

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