Dental Platform — Focussed Deal Risks
Genesis delivered targeted commercial due diligence on a leading dental platform, validating staffing model scalability and identifying key operational risks ahead of M&A expansion.
M&A Advisory — Origination & Thesis Development
M&A Origination: Property Services Bolt-On Acquisition Mandate
Genesis supported a fast-growing property services business in its roll-up strategy, encompassing strategy development, deal origination, due diligence, financial modelling, investor presentations, transaction negotiation and execution.
THE PROBLEM
Implementing a buy-and-build roll-up strategy across a fragmented property services market.
OUR APPROACH & SOLUTIONS
Full origination program, deal structuring and end-to-end transaction execution
Target Universe Scoping & Origination
Deal Structuring & Negotiation
Full Transaction Execution
- Scoped the entire target universe for the client’s strategic core market and two selected adjacencies
- Built strategically informed selection and evaluation criteria
- Conducted a full origination program including emails, phone calls and in-person meetings to engage prospective targets
- Drafted and negotiated term sheets with a number of target vendors following information exchange and preliminary diligence
- Built and maintained full financial models for the client and each acquisition target
- Performed financial modelling and developed Investment Committee papers
Target Universe Scoping & Origination
- Scoped the entire target universe for the client's strategic core market and two selected adjacencies
- Built strategically informed selection and evaluation criteria
- Conducted a full origination program including emails, phone calls and in-person meetings to engage prospective targets
Deal Structuring & Negotiation
- Drafted and negotiated term sheets with a number of target vendors following information exchange and preliminary diligence
- Built and maintained full financial models for the client and each acquisition target
Full Transaction Execution
- Performed financial modelling and developed Investment Committee papers
THE RESULT
10 negotiated and signed term sheets. Genesis led three acquisitions, almost doubling lots under management — generating 5x returns for the financial sponsor on exit.
From a universe of over 1,000 potential targets, Genesis approached over 250 businesses and held advanced discussions with 25. Genesis led three completed acquisitions, almost doubling the client’s lots under management. On exit, the financial sponsor generated 5x returns on their investment.
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Genesis Advisory is a boutique advisory firm with a focus on strategy consulting and M&A advisory.