Tertiary LBO Preparation

Tertiary LBO Preparation

Overview:

Before Partners supported a leader in omnichannel personal insurance brokerage, during the preparation of its tertiary Leveraged Buyout (LBO).

Key Tasks Undertaken:

• Financial Information Preparation: Assisted in preparing financial data for communication to potential investors.
• Dataroom Management: Managed the organization and presentation of crucial financial documents.
• Communication and Coordination: Facilitated effective communication with external advisors and coordinated Q&A sessions to clarify and strengthen the client’s financial proposition.

Impact:

Before Partners' involvement was instrumental in streamlining the LBO process, ensuring that the client was well-prepared for this critical financial transition.