Finatal is working with a high-growth, private equity-backed retail company. As they approach a critical milestone in their journey, they are preparing for a successful exit strategy, and seeking a highly experienced consultant to join our team. This role will be pivotal in ensuring a smooth and value-maximizing exit process, working closely with our executive team and private equity partners to navigate the complexities of the exit strategy.
Role Overview:
You will be responsible for leading the financial aspects of the exit process, providing key support to the executive team, private equity backers, and external advisors. You will play a critical role in preparing the company for sale, managing financial due diligence, supporting valuation and negotiation efforts, and ensuring that the company is well-positioned for a successful exit. This is a unique opportunity to be a part of a high-impact transaction and work at the intersection of finance and strategy.
Key Responsibilities:
- Exit Strategy Preparation: Collaborate with the leadership team and private equity sponsors to develop and execute an exit strategy, including sale to strategic buyers, secondary buyouts, or IPOs.
- Financial Modelling & Valuation: Create and maintain detailed financial models to assess the company’s valuation, potential buyer/investor scenarios, and exit outcomes, providing actionable insights for decision-making.
- Due Diligence Management: Oversee the financial due diligence process, preparing and organizing company financials, forecasts, and operational data for potential buyers or investors, and managing virtual data rooms.
- Investor & Buyer Communication: Act as a key point of contact for potential buyers, investors, and external advisors, providing them with the necessary financial information and performance data to evaluate the company.
- Preparation of Exit Materials: Work closely with legal, financial, and marketing teams to prepare high-quality documentation, including information memorandums, presentations, and financial statements for the exit process.
- Stakeholder Coordination: Liaise between the company’s senior management, private equity sponsors, external advisors (e.g., investment banks, legal counsel), and potential buyers to ensure smooth communication and alignment.
- Financial Performance Monitoring: Track and report on key financial metrics to ensure the company meets financial performance targets in the lead-up to the exit, mitigating any issues that could impact valuation.
- Post-Exit Planning: Support the transition process post-transaction, including handover to new ownership ensuring a smooth transition and continuity of financial operations.
Qualifications & Skills
- Proven experience in managing financial due diligence, preparing for company sales, and executing complex financial transactions in a private equity-backed environment.
- Strong financial modelling, valuation, and analytical skills with experience in structuring and supporting large-scale transactions.
- Deep understanding of private equity expectations and the exit process, from initial preparation through to successful close.
- Excellent communication and presentation skills, with the ability to present complex financial information to buyers, investors, and senior stakeholders.
- Highly organized, detail-oriented, and capable of managing multiple workstreams and stakeholders in a fast-paced, deadline-driven environment.
- Experience working with financial advisors, legal teams, and investment banks on M&A or
- Strong proficiency in Excel, PowerPoint, and data room management platforms.
