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 ~$15.1+B:

Experience by Annual Revenue Size:

•   56 [22%] with Annual Revenues      $1M-$15M
• 102 [40%] with Annual Revenues    $16M-$50M
•   60 [24%] with Annual Revenues    $51M-$100M
•   35 [14%] with Annual Revenues > $100M ($101M-$1.8B)

Experience by Transaction Type/Timing:

• 184 Platform Acquisitions
•   57 Add-on Acquisitions
•     5 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 [19%] – Technology, Internet & Software
• 88 [35%] – Manufacturing & Distribution
• 48 [19%] – Consumer Products & Services / Retail
• 24 [  9%] – Healthcare Products, Services & Technology (HIT)
• 55 [22%] – 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.