01 / Workbook
Organized financials.
Supplied financials arranged into a consistent view of revenue, margins and earnings trends. Source references and mapping notes let you follow the work.
Financial analysis / Acquisition review
Acquisition Financial Review
A second set of eyes before you make an offer.
Understand the reported earnings, challenge the claimed add-backs, and identify the questions that need an answer. For buyers evaluating a specific business before a letter of intent.
What you receive
The numbers, the support, the open questions.
Analysis of the information supplied, with the evidence and limitations visible.
02 / Earnings review
Test the adjustment story.
Assess claimed add-backs against the explanation and support provided. Separate supported analysis, assumptions and items that still need evidence.
03 / Memo and call
Know what to ask next.
A short findings memo covering inconsistencies, missing support and downside questions, followed by one review call with Andrew.
How the review works
Start with the deal and the decision.
Describe the opportunity.
Send the acquisition stage, industry, available record types and deadline. Keep the first note non-confidential.
Agree the packet and scope.
We arrange appropriate access, inspect the materials and confirm the periods, questions, deliverables and review process.
Review the findings together.
Receive the workbook and memo, then work through the conclusions and unresolved questions on the review call.
Why FirmLedge
Work directly with Andrew.
Andrew Gallagher founded FirmLedge after working in private equity at SNH Capital Partners and investment banking at Wells Fargo Securities. His prior work involved evaluating businesses, building models and financial diligence.
The same skills support FirmLedge’s data preparation and this focused acquisition review: organizing records, tracing figures to their sources and identifying what needs further investigation.
Have a business in view?
Discuss your financial review.
Tell us what you are evaluating, what information you have and when you need a response.
Opens an email to [email protected]. No records are uploaded through this page.
Your review and your data rights.
Buying analysis does not grant FirmLedge permission to license your records or use them for model training. Confidentiality, processing tools and any reuse rights are agreed for the engagement.
Data licensing is a separate, optional relationship. Learn about the owner route.