ZS Fund, a New York based private equity firm, was looking for an expert to assist in the closing of an acquisition. They needed support in financial modeling, reviewing/analyzing due diligence materials, and writing investment memos.
ZS Fund identified an independent consultant for their interim associate needs. The expert had the specific consumer/retail investment banking experience that was highly relevant to the potential transaction. Having reviewed hundreds of similar opportunities, he was able to hit the ground running.
Industry expertise matters in certain sectors. And for this private investment firm, they needed a subject matter expert to assist them in closing a recent acquisition. They found the help they needed in Jeremy.
Eager to onboard a team that could achieve results within six months, the client and their dedicated Graphite account manager partnered to determinze the specifications for each of the four roles. They were:
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