Experience
Aqualis Advisors’ proven unique strategically-focused approach has been utilized to complete 275+ IT-ODD Engagements for 70+ 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 ~$16.4+B:
Experience by Annual Revenue Size:
- 68 [23%] with Annual Revenues $1M-$15M
- 124 [43%] with Annual Revenues $16M-$50M
- 65 [22%] with Annual Revenues $51M-$100M
- 36 [12%] with Annual Revenues > $100M ($101M-$1.8B)
Experience by Transaction Type/Timing:
- 207 Platform Acquisitions
- 74 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):
- 71 [24%] – Business, Energy & Financial Services
- 47 [16%] – Technology, Internet & Software
- 103 [35%] – Manufacturing & Distribution
- 50 [17%] – Consumer Products & Services / Retail
- 25 [ 9%] – Healthcare Products, Services & Technology (HIT)
- 71 [24%] – Distribution & Logistics
- 48 [16%] – Construction Products & Services
- 14 [ 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.
- 20% (58) of our (275+) 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.