Through our Data Room analysis and Site Assessments, we will deliver an integrated and accurate package to give you the speed, power, and intelligence to make better, informed deal decisions. We will assess revenue performance and cost reduction opportunities and will uncover savings opportunities that will display expected value creation and increase your profit velocity. Post-
Acquisition, we partner with you to achieve the forecasted scalability.

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Outline of example areas of analysis and investigation

   A. Upsides/Risks and Scalability

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   B. Business System Assessment

           i. Management System
                      1. Business (Sales, NPD, Operations, etc)
                      2. Financial Management
           ii. Sales/Business Development System
                      1. Existing Customers (Forecasted Growth or Decline)
                      2. New Customers (Existing Markets
                      3. Ability to Penetrate New End Markets
                      4. Pricing Strategies
          iii. New Product Development
                      1. Platform Development/New Materials
                      2. Customer Specific Operations
                      3. Design for Manufacturability/Assembly
          iv. Operations
                      1. Plant
                      2. Engineering
                      3. Sourcing
          v. Talent Management System
                      1. Recruiting
                      2. Training and Development
                      3. Compensation
                      4. Organizational Health/Culture
         vi. M&A
                      1. Business Development/Lead Generation
                      2. Integration
c. Operational Capabilities
         i. OEE (%)
         ii. Quality
                     1. Waste and Returns as a % of Sales
         iii. Safety
                     1. LTIR (Lost Time Injury Rate)
                     2. TIR (Total Recordable Incident Rate)

         iv. Sourcing
                     1. Past and Future Margin Expansion
         v. Planning and Scheduling
                     1. Guidelines to Improve Utilization and Efficiencies
         vi. Inventory
                     1. Quick Cash Through Inventory “Right-Sizing”
                     2. Product Rationalization

d. IT Capabilities
         i. Integrated IT Systems
e. Quantification of Upside Opportunities