Monroe Capital, a leading provider of senior and junior debt financing and equity co-investments to middle market companies in the U.S. and Canada, required due diligence support on a high-dollar investment decision. They engaged The SPECTRUM Group (TSG), asking us to use our due diligence and U.S. and international defense market expertise to help them with Department of Defense (DoD) budget trends and Congressional market impacts. TSG performed a comprehensive independent programmatic due diligence effort, resulting in Monroe Capital obtaining significant insight into the company’s current contracts, valuation, and revenue projections ahead of their decision.
Due Diligence for Investment Firm
Defense and Congressional Budget and Program Due Diligence
Monroe Capital, an investment firm supporting middle market companies, needed expert insight into a potential investment’s contracts, valuation, and future revenue projections.
Comprehensive Independent Programmatic Due Diligence
TSG performed comprehensive due diligence, including conducting detailed strength/ weakness/ opportunity/ threat (SWOT) assessments on the company’s current work, customer activities, relevant government budgets and Congressional impacts, current and potential competitors, and macro market and economic trends. TSG also analyzed the company’s historic performance and projections, business plan, financials, backlog, and pipeline.
The Right Information for the Right Decision
Through increased clarity and confidence in the company’s current contracts, valuation, and future revenue projections, Monroe Capital was able to make an informed investment decision.