Experience

Aqualis Advisors’ proven unique strategically-focused approach has been utilized to complete 200+ 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 ~$14.5+B:

Experience by Annual Revenue Size:

48 [20%] with Annual Revenues $1M-$15M
95 [41%] with Annual Revenues $16M-$50M
56 [24%] with Annual Revenues $51M-$100M
35 [15%] with Annual Revenues > $100M ($101M-$1.8B)

Experience by Transaction Type/Timing:

175 Platform Acquisitions
47 Add-on Acquisitions
4 Combination Platform/Add-on Acquisitions (Platform & Add-on)
2 Bankruptcy Transactions (Platform)
18 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):

62 [27%] – Business, Energy & Financial Services
44 [19%] – Technology, Internet & Software
84 [36%] – Manufacturing & Distribution
48 [21%] – Consumer Products & Services / Retail
23 [10%] – Healthcare Products, Services & Technology (HIT)
49 [21%] – Distribution & Logistics
40 [17%] – Construction Products & Services
13 [ 6%] – Media & Communications

Since our original inception in 2006 as either Aqualis Partners or Aqualis Advisors –

50% 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.
10% of our completed engagements were Pre-LOI assessments.