Transaction Support
to Investors

DUE DILIGENCE

Cortex provide a range of due diligence services, TO PRIVATE EQUITY, HEDGE FUND AND STRATEGIC INVESTORS:

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  • Early stage, independent research to provide initial insights into the attractiveness of a sector or specific target
  • Revenue, commercial and market due diligence, that focuses on competitive positioning and market assumptions. Our reviews look to validate assumed synergies and future earnings, in the context of likely competitive responses and market trends.
    • Our informed assessment and challenge of management’s revenue and margin forecasts, help support decision making and deal approval.
    • Assumption validation (through interviews with clients, non-clients and competitors) helps to form a robust view on the competitive advantages and barriers to entry of a target investment

      • MODELLING
      Cortex provide a third party review and assessment of business modelling and valuation techniques.

      Our projection analysis incorporates benchmark reviews. We highlight – and look to understand – differential revenue growth and margins relative to the market and competition.

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      MARKET INTELLIGENCE
      Investors from outside the north of England value Cortex’s deep local knowledge and our ability to draw upon our external network of clients and relationships.

      We deliver personal insights and strategic perspectives on a target’s market and competitive environment. In addition, Cortex deliver value creation opportunities, through detailed research and analysis to assess market size, addressable segments, and growth prospects.

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      BOARD REPRESENTATION & ONGOING PERFORMANCE REVIEW
      Cortex are proven operators within growth businesses. As former owner-managers, consultants and advisers we bring a wealth of experience and relationships.

      For investment houses with extensive company portfolios and limited management resource, Cortex offer an important substitute service. We represent investors’ interests at performance reviews within portfolio companies, applying a strategic mindset with quantitative and financial analytical skills.   We report back to the sponsor on performance and provide insights and recommendations on strategy to enhance value.

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