Mergers & Acquisitions Due Diligence – Competitor Acquisition
Jun
2018
Problem / Purpose
ProService Hawaii was acquiring a major competitor and needed rigorous due diligence to evaluate profitability, validate financial data, and assess risk exposure across billing, insurance, and tax.
Solution
Selected to join a cross-functional team responsible for acquisition due diligence. Forecasted expected profitability from the acquisition using revenue and cost data. Reviewed and validated detailed billing, insurance, and tax records to assess risk and confirm valuation. Collaborated with Finance, Legal, and Executive leadership.
Key Achievements / Impact
Played a key role in a successful acquisition by providing trusted financial projections and surfacing potential risk areas. Helped leadership make informed decisions during a high-impact transaction.
Key Technologies / Tools Used
Excel, SQL, Financial Forecasting, Risk Analysis, Billing & Tax Data Review, M&A Due Diligence
Role
Manager, Insurance and Profitability
ProService Hawaii