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Financial Analyst – Due Diligence

Updated: Jul 23, 2021


Our client, a private equity firm, was evaluating a potential portfolio company and wanted to better understand their financial position.


Our Solution


Orion Solutions provided a highly experienced accounting consultant who created an independent evaluation of historical and current profitability by product and by customer. In addition, the product costing and allocation model was evaluated.


Client Outcome


Our client determined the company had significant upside potential and invested as a partial owner in the business.

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