Know what you can pay—and what must improve
ValueLift provides rigorous underwriting advisory and Enterprise Value Intelligence to mid-market private equity deal teams. We connect entry valuation, required synergies, and downside resilience directly to an executable value creation thesis ahead of final investment committee approval.
Core underwriting decision points
Frame the Investment Committee decision: buy or don’t buy; maximum entry price; expected IRR and MOIC; required EBITDA improvement; required synergies; expected EV created; and the value creation required to justify the seller’s price.
Valuation and entry pricing
Assess maximum entry price against the required return hurdle using DCF, comparable valuation and LBO analysis. Make explicit the value creation required to justify the seller’s price.
Operational bridge and synergies
Quantify required EBITDA improvement and net synergies, factoring in implementation drag, capital intensity, and execution timeframes rather than relying on unverified operational upside.
Return sensitivities and resilience
Test expected IRR and MOIC across base, upside and downside scenarios. Examine debt-service capacity and sensitivity to exit multiples, leverage, cash conversion and delivery timing.
Exposing blind spots before investment committee review
Does target organic growth clear cost of capital after reinvestment? Are run-rate synergies double counted with baseline performance? We isolate critical structural assumptions, keeping investment committees clear of ungrounded optimism, aggressive exit multiples, and uncalculated implementation burdens.
Structured four-stage underwriting support
Our engagement follows a disciplined institutional methodology: defining return hurdles and capital parameters, establishing independent baseline performance, stress-testing operational scenarios against required enterprise value creation, and framing key evidence gaps for the final committee agenda.
Decision-ready engagement deliverables
Receive an assumptions-led underwriting model, equity-return sensitivities and a bridge connecting purchase price to the value creation required. Enterprise value and equity returns are shown separately. The Investment Committee retains the buy or don’t-buy decision; analysis supports, and does not replace, due diligence.
