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 ~$16.3+B:

Experience by Annual Revenue Size:

•   68 [24%] with Annual Revenues      $1M-$15M
• 118 [41%] with Annual Revenues    $16M-$50M
•   65 [23%] with Annual Revenues    $51M-$100M
•   36 [12%] with Annual Revenues > $100M ($101M-$1.8B)

Experience by Transaction Type/Timing:

• 203 Platform Acquisitions
•   72 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 [25%] – Business, Energy & Financial Services
•   47 [16%] – Technology, Internet & Software
• 101 [35%] – Manufacturing & Distribution
•   49 [17%] – Consumer Products & Services / Retail
•   25 [  9%] – Healthcare Products, Services & Technology (HIT)
•   69 [24%] – Distribution & Logistics
•   46 [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% (53) 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.