Experience
Aqualis Advisors’ proven unique strategically-focused approach has been utilized to complete 225+ IT-ODD Engagements for 65+ Private Equity Firms diligencing domestic and international Targets with annual revenues of $1M to $1.8B across a variety of industry segments and transaction structures with aggregated annual revenues exceeding ~$15.2+B:
Experience by Annual Revenue Size:
- 56 [22%] with Annual Revenues $1M-$15M
- 105 [41%] with Annual Revenues $16M-$50M
- 60 [23%] with Annual Revenues $51M-$100M
- 35 [14%] with Annual Revenues > $100M ($101M-$1.8B)
Experience by Transaction Type/Timing:
- 188 Platform Acquisitions
- 58 Add-on Acquisitions
- 6 Combination Platform/Add-on Acquisitions (Platform & Add-on)
- 2 Bankruptcy Transactions (Platform)
- 20 Carve-Out Acquisitions (Platform & Add-on)
- 12 Post-Close Platform Assessments / Anticipatory IT-ODD Reviews
Experience by Industry Segment (with multiple Segments applying to some Targets):
- 66 [26%] – Business, Energy & Financial Services
- 47 [18%] – Technology, Internet & Software
- 90 [35%] – Manufacturing & Distribution
- 48 [19%] – Consumer Products & Services / Retail
- 25 [10%] – Healthcare Products, Services & Technology (HIT)
- 55 [21%] – Distribution & Logistics
- 43 [17%] – Construction Products & Services
- 13 [ 5%] – Media & Communications
Since our original inception in 2006 as either Aqualis Partners or Aqualis Advisors –
- 72% of our strategically-focused pre-close IT-ODD and post-close IT Assessment advisory services engagements have been recurring engagements within our private equity client base.
- 8% of our completed engagements were Post-Covid utilizing “Virtual” Facility/Operations Reviews in lieu of Pre-Covid physical Site Visits.
- 10% of our completed engagements were Pre-LOI assessments.