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Project Roma

Deal Description

The pitch was to 'bundle' two portfolio companies of a PE firm in the telecom space for a sale as a combined entity.

 

Working with Roshan and Kim-Lan, we prepared a pitch to demonstrate why strategically, bundling up made sense and that it was able to reach optimal valuation

 

Highly challenging piece due to demanding turnaround times and in an unfamiliar sector for us

Description of Contribution

Key tasked included the:

  • Industry section

  • Valuation

 

Helped out on

  • The research regarding the buyers' profiles

  • Legal aspects

Value-Add
  • Did extensive research work regarding the industry

  • Creative thinking to position the valuation in line with Northstar's estimation despite given limited financial data points

  • Reached out to contacts who could help us on Indonesian tax laws

  • Worked around challenging deadlines

Personal Development Dashboard

Technical Skills

  • Pitch Books

  • Comps

  • Graphics

  • Industry Knowledge

Client Relationship

  • Win Mandates

Behavior

  • Teamwork

  • Diligence

  • Creativity

  • Insightfulness

  • Fast Turnaround

  • Updating Wiki

© 2015 Benedict Lo.

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