Case Studies
Buy Side Quality of Earnings and Purchase Price Assistance
Virtas Partners was engaged by a private equity client to perform phased buy-side due diligence on a medical provider staffing company, including review of a prepared sell-side report and extensive...
Buy Side Quality of Earnings for Software Company
Virtas Partners was engaged by a Romanian-based software company to perform sell-side report reviews and light-touch buy-side diligence on two separate potential acquisitions, in parallel. Client...
Identifying SG&A Cost Optimizations to Support Financing Extension
Virtas Partners was engaged by a power equipment manufacturer to assess and recommend opportunities for SG&A cost optimization in the context of re-negotiating a lending agreement Client Need...
Interim CFO for Travel Agent Consolidator
Virtas Partners was engaged by a travel agent consolidator to perform CFO duties for international operations following the promotion of the previous CFO to President. Client Need Our travel agent...
Integration Support for Transformative Add-on Acquisition
Virtas Partners was engaged by a PE-backed lower mid-market HVAC services company to assist with a rapid integration planning effort for a transformative add-on acquisition. Client Need Our private...
Buy-Side Quality of Earnings
Virtas Partners was engaged by a casino and gaming focused REIT client to perform diligence and assess performance of 4 casino properties. Client Need Our REIT client was evaluating the acquisition...
Accounting and Finance Support for PE–Backed Health Technology Company
Virtas Partners was engaged by a PE-backed health technology company to be interim Controller and provide technical accounting support. Client Need Our PE-backed health technology client engaged...
Finance/Accounting Support and Sell-Side support for PE-Owned SaaS / AI firm
Virtas Partners was engaged by a PE-owned SaaS / AI company to provide interim controllership support and support the sell-side due diligence for its lender - Blackrock. Client Need Our client, a...
Integration of Roll Up for PE-backed Professional Services Firm
Virtas Partners was engaged by a large PE-backed professional services firm to lead the integration of its roll up of an acquired tax services firm. Client Need Our PE-backed client needed support...
SEC Reporting for Consummated and Proposed Acquisitions by Public Company
Virtas Partners was engaged by a public company to prepare purchase price accounting documentation in accordance with ASC 805 for a consummated acquisition as well as to prepare related SEC filings...
