Mergers and Acquisitions and Debt Financing: Due Diligence

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The Due Diligence team at Jefferson Business Consulting is a group of recognized experts in the federal market, with in-depth understanding of the complex dynamics that determine the value and stability of federal contractors and specific federal contracts. We are effective in identifying and assessing known and unknown risks and filling in critical information gaps. With a holistic view of a target company, federal programs, federal acquisition and the political environment, we facilitate and enable sound investment decisions.

Why Jefferson is the go-to firm for federal contracts/market due diligence

Intelligence – Insight – Interpretation – Impact

Political

  • Congressional delegation engagement
  • Committee and personal staff interviews
  • Legislation enactment and its impact

Key Customers

  • Agency culture
  • Organizational structure and key stakeholders
  • Views of the services and value received

Federal Government Contracts

  • Contract values and duration
  • Timetable for revenue streams
  • Agency budget and spend on company’s products and services
  • Competitive landscape
  • Growth potential
  • Agency preferences: small or large businesses, contracting approach

We help you
Engage
Research
Validate
Powerful combination of

  • In-depth federal market knowledge
  • Federal procurement insight
  • Expertise and political savvy
Accurate and insightful assessment of

  • Federal contractors
  • Their current and future business
  • Competitive posture

Examples of engagements

A private equity firm sought due diligence support to help identify and assess potential risks and fill in key information gaps to facilitate a sound investment decision.  The firm engaged Jefferson Business Consulting for our in-depth knowledge of the federal market, procurement, and political savvy to assess the core federal business of its acquisition target.

Jefferson RoleJefferson provided the firm with a thorough analysis of the core federal business and growth potential of the company targeted for acquisition. Jefferson

  • Validated the value and duration of existing federal contracts
  • Analyzed the agency’s spending pattern
  • Interviewed program owners, acquisition officials, and other key stakeholders at the federal agency to assess the program’s future direction, acquisition preferences, and the agency’s views on the services and value received
  • Interviewed external stakeholders, including the Hill and advocacy groups to identify unknown risks

Results:  Jefferson provided valuable information on the competitive posture, current and future federal business, and emerging risks that were unknown to our client. Jefferson uncovered a budgeting issue and possible legislative/ regulatory change that would have a significant impact on the core federal business of the company targeted for acquisition.  Jefferson provided our client with a thorough understanding of the emerging issues that we uncovered and rated the risks for its potential impact on current market presence and future growth. This information helped our client fully weigh the risks to make an informed investment decision.

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Jefferson was engaged by a private equity firm as it sought to acquire a company whose primary source of revenue was through federal government contracts.  The equity firm sought Jefferson’s specialized expertise and capabilities to validate the company-provided information and to aid the firm in understanding the risks and opportunities for both the target acquisition and the firm.

Jefferson Role:

Jefferson provided the firm with a thorough analysis of the core federal business and growth potential of the company targeted for acquisition.  Jefferson:

  • Validated company-provided contract values and duration through research tools and analysis
  • Analyzed the company’s federal-agency customers spending on past and current contract and projected the future spend
  • Analyzed the company’s competitors relative to the company’s position in the federal marketplace

Results:  Jefferson provided valuable information on current and future potential federal business for the company, its competitive posture to our client.  This information helped our client fully weigh the risks to make an informed investment decision, and they moved forward with the acquisition.

Jefferson Due Diligence Team

julie-thumbJulie Susman, President & CEO – Ms. Susman has deep expertise in business development, government relations and government procurement.  She leads and provides strategic direction to Jefferson’s Due Diligence team to ensure that our clients are armed with critical information to make the best informed decisions. Prior to founding the Jefferson Business Consulting practice in 1988, Ms. Susman managed the Washington operation of McDonnell Douglas’ Heath Information Systems company, and previously served as Deputy Staff Director, Legislative Director and Deputy Chief Counsel to the US Senate Committee on Veterans Affairs. She is a Board member of the Professional Services Council (PSC) and Chairs the PSC’s VA Task Force, serves on the ACT-IAC Executive Advisory Council and chaired the National Defense Industrial Association (NDIA) Health Affairs Division. She holds a master’s degree from The George Washington University.

 

angelaM-smallAngela McNamara, Vice President – Ms. McNamara brings over 20+ years of expertise in federal government acquisition and policy. With this core foundation, she has a proven track record for helping to develop and execute business strategies that result in successful partnerships between government and industry. She is a key member of the Jefferson Due Diligence team, providing expertise and analysis in understanding the federal acquisition landscape. This includes competitors’ positions, the contract vehicles preferred and used by federal agencies, and how external influences and views of congressional and advocacy groups can shape, extend, or terminate contracts that come from major federal programs. Prior to joining Jefferson, Ms. McNamara was with the Air Force Association, an advocacy group, where she worked to impact federal policy, legislation and oversight of agency programs and contracts. She also served as The Military Coalition’s national secretary and co-chaired a committee. Ms. McNamara holds a MBA from Virginia Tech.

 

kristy-smallKristy Park, Vice President – Ms. Park provides business development and strategic counsel for our clients. She brings to Jefferson’s Due Diligence team, valuable insight on policy, program and legislative issues having worked in both the executive and legislative branches of the US government. She is an expert on the federal budget and has a keen understanding of how funding issues drive policies. Prior to joining Jefferson, she served as a professional staff member of the US House of Representatives Committee on Veterans Affairs. She began her career in government with the White House’s Office of Management and Budget (OMB) where she provided budgetary, policy, legislative and regulatory analysis for the programs under her purview and received two Special Achievement Awards for her efforts. Ms. Park holds a master’s degree in public administration from NYU.

 

mj-smallMJ Sivulich, Director – Ms. Sivulich provides Jefferson’s clients with federal business development support and advises clients on a range of legislative and regulatory issues, with an expertise in IT programs and contracts.  She provides Jefferson’s Due Diligence clients with expert analysis of federal contracts, along with government-wide contracting and agency policies that impact federal contracts. Prior to joining Jefferson, she worked on behalf of companies to implement legislative and regulatory agendas focusing on business development. She also served on the staff of two Members of the House of Representatives advising on policy and appropriations.  Ms. Sivulich holds a Bachelors Degree from the University of the South.