ZS Fund

Business Situation

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.

Graphite Solution

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.

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ZS Fund

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.

Skills Onboarded
About the Client
Project Duration
weeks
Independent Experts Hired
Project Booking Value

$40.3k

Key roles identified and onboarded

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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Gabriela Ziffermann

Digital Messaging Program Manager
CHALLENGES
  • Provide expertise in creating digital two-way communications compliant with federal government regulations (via text, email, and online portal)
  • Working with internal developers and product managers to implement the messaging rollout.
WORK EXPERIENCE
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