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2024-07-18 17:09:59 Source: Champ Consulting Visits:0
Investment due diligence is a comprehensive and in-depth review of all aspects of the enterprise after the investor has reached an initial cooperation intention with the target enterprise to assess the value, risk and investment feasibility of the enterprise. As a professional third-party organization, consulting companies can provide investors with objective, professional and efficient due diligence services to help investors discover the advantages and potential of enterprises, avoid potential legal, financial and market risks, and formulate reasonable investment plans. This article describes the role and value of consulting firms in investment due diligence, and how consulting firms use their expertise, data resources and industry experience to provide investors with customized due diligence solutions. This article also combines the actual case of Shangpu Consulting Group Co., Ltd. (referred to as "Shangpu Consulting") to show how the consulting company provides investors with a full range of due diligence in different industries, different stages, and different types of investment projects. Support.
Investment due diligence refers to the comprehensive and in-depth review of the historical data and documents of the enterprise, the background of the management personnel, market risk, management risk, technical risk and capital risk after the investor has reached an initial cooperation intention with the target enterprise. The purpose of investment due diligence is to allow investors to have a comprehensive understanding of the enterprise, discover the value and potential of the enterprise, assess the risks and problems of the enterprise, and formulate a reasonable investment plan. Investment due diligence is an essential part of the equity investment process and one of the key factors affecting the success of the investment.
However, investing in due diligence is not an easy task. It requires a multi-dimensional, multi-level, multi-angle analysis of enterprises, involving finance, law, market, technology and other fields, requiring a lot of time, energy and professional knowledge. For some investors who lack experience or limited resources, they may encounter many difficulties and challenges in their own investment due diligence. For example:
How to get the real and reliable information of the target enterprise?
How to judge the development trend and competition pattern of the target enterprise's industry?
How to evaluate the core competitiveness and market share of the target enterprise?
How to identify the legal and financial risks of the target enterprise?
How to determine the reasonable valuation level and earnings expectations of the target enterprise?
How to design an investment agreement that meets the interests and expectations of both parties?
These problems need professional knowledge, data and experience to solve. This is where consulting firms play a role and value in investment due diligence.
As a professional third-party organization, consulting companies can provide investors with objective, professional and efficient due diligence services. Consulting companies have the following advantages:
The consulting company has a wealth of industry knowledge and data resources, which can conduct in-depth research on the industry in which the target company is located, analyze industry development trends, market size, regulatory policies, competitive trends and other factors, and provide investors with valuable industry insights and market analysis.
The consulting firm has the professional financial and legal ability to review and verify the financial statements, contract documents, tax records, etc. of the target enterprise, identify the financial and legal risks of the enterprise, and provide investors with well-founded risk assessment and control recommendations.
The consulting company has advanced analysis methods and tools, which can systematically evaluate the business model, core competitiveness, market share, profitability, etc. of the target enterprise, and provide investors with supportive value assessment and revenue forecast.
The consulting company has a wealth of investment experience and cases, according to the needs and objectives of investors, to provide investors with customized due diligence solutions, for investors to design reasonable investment plans and agreements, for investors to strive for the greatest benefits and protection.
Shangpu Consulting Group Co., Ltd. (referred to as "Shangpu Consulting") is one of the most leading and authoritative independent third-party research and investment and financing consulting institutions in China. Champ Consulting from2008Begin to get involved in market research business,14Over the past few years, I have personally experienced and witnessed the rapid development of China's market research industry, which has exceeded5000Our clients have provided professional market research and related consulting services, covering a wide range of industries. Champu Consulting also has rich experience and achievements in the field of investment due diligence, and has achieved more1000Excellent enterprises have provided professional investment due diligence services, and have always been the largest number of projects accepted by the CSRC and the exchange.IPOand refinancing fund-raising can be one of the research advisory bodies.
Shangpu Consulting uses its expertise, data resources and industry experience in investment due diligence to provide investors with customized due diligence solutions. The following are some practical cases of how Shangpu Consulting provides investors with all-round due diligence support in different industries, different stages and different types of investment projects:
Case 1: A well-knownPEAgency for a new energy vehicle company.BPre-round financing. Champ Consulting forPEThe agency provides comprehensive and in-depth market research, financial audit, legal review and other services. Through macro analysis, market analysis and competitive analysis of the new energy vehicle industry, Shangpu Consulting providesPEThe organization provides a clear understanding of the market environment and development potential of the target enterprise, and reviews and verifies the financial statements, tax records, contract documents, etc. of the target enterprise.PEThe organization reveals the financial and legal risks of the target enterprise, and evaluates and interviews the product technology, operating model, management team, etc. of the target enterprise.PEThe organization evaluates the core competitiveness and profitability of the target enterprise. Ultimately, Champ Consulting isPEThe agency issued a detailed due diligence report, and based on the results of the report.PEThe institution has developed a reasonable valuation level and investment plan.
Case 2: A well-knownVCAgency for a medical information enterprise.APre-round financing. Champ Consulting forVCThe organization provides professional market research, business model analysis, competitor analysis and other services. Through the analysis of the development history, current situation and trends of the medical information industry, Shangpu Consulting providesVCThe organization provides a comprehensive understanding of the industry in which the target enterprise is located, and through the analysis of the target enterprise's business model, source of income, cost structure, customer group, etc., it provides a comprehensive understanding of the target enterprise's industry.VCThe organization provides a clear understanding of the business logic and profit model of the target enterprise, and analyzes the product function, market share and development strategy of the main competitors of the target enterprise.VCThe agency provides an objective assessment of the competitive strengths and weaknesses of the target firm. Ultimately, Champ Consulting isVCThe agency issued a detailed due diligence report, and based on the results of the report.VCInstitutions develop appropriate investment valuations and conditions.
Case 3: A well-known listed company's pre-acquisition of an educational technology company. Shangpu Consulting provides professional market research, financial audit, legal review and other services for the listed company. Through the analysis of the market scale, growth rate, user demand and policy impact of the education and technology industry, Shangpu Consulting provides listed companies with in-depth insight and prospect forecast of the target enterprise's industry. Through the review and verification of the financial statements, balance sheets and cash flow statements of the target enterprises, it reveals the financial status and financial risks of the target enterprises for listed companies; through the examination and verification of the contract documents, intellectual property certificates and legal proceedings of the target enterprise, the legal risks and legal responsibilities of the target enterprise are revealed for the listed company. In the end, Champ Consulting issued a detailed due diligence report for the listed company and set a reasonable M & A price and terms for the listed company based on the results of the report.
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immediate consultationOn July 05, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "In-process Plastic Market Research Project in the Automotive Sector. The customer said: The project report completed by Shangpu Consulting in cooperation with our company is due to the wide range of projects and strong professional products. Thank you very much for the professional and detailed market research report of Shangpu Consulting. I look forward to cooperating again next time and wish Shangpu Consulting by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 05, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "Research Project of the Network Designated City Transport Company. The customer said: The market research project provided by Shangpu Consulting for our company has provided us with a valuable reference basis for objectively evaluating the current market situation of the industry and achieved the expected goal. I also wish Champ Consulting the development of by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for "A Brand Sales Leading Research Project in the Water Purifier Industry. The customer said: The market research project provided by Shangpu Consulting for our company has provided us with a valuable reference basis for objectively evaluating the current market situation of the industry and achieved the expected goal. I also wish Champ Consulting the development of by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
July 07, 2020, Shangpu Consulting received a satisfaction evaluation sheet from the customer's "Lithium Battery Enterprise Sales Strategy and Production Cost Research Project. The customer said: The market research project provided by Shangpu Consulting for our company has provided us with a valuable reference basis for objectively evaluating the current market situation of the industry and achieved the expected goal. I also wish Champ Consulting the development of by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "Coal Mine Tunnel Drilling Rig Market Share Proof Project. The customer said: The survey plan of Shangpu Consulting is rigorous in design, scientific in method, standardized and rigorous in survey organization process, and basically reliable survey data, which provides relatively credible first-hand information for our research work. The research results are of great help to our company to understand the whole picture of the industry. Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from a customer for "A Brand in an Industry Leading Sales Research Project for Three Consecutive Years. The customer said: The survey plan of Shangpu Consulting is rigorous in design, scientific in method, standardized and rigorous in survey organization process, and basically reliable survey data, which provides relatively credible first-hand information for our research work. The research results are of great help to our company to understand the whole picture of the industry. Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "China Bird's Nest Industry Market Ranking Research Project. The customer said: has cooperated many times, as always satisfied, also recommend to other enterprises cooperation. Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 09, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for a hazardous waste treatment research project. The customer said: this is the organizational structure of the survey, the service process is very good, wish your company's consulting work is getting better and better, look forward to the next cooperation. I wish users a prosperous career, evergreen foundation!
On July 16, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the Shared Beauty Research Project. The customer said: The content of Phase I and Phase II is satisfactory, and we look forward to signing a long-term agreement in the later period. The research part of the country will continue to cooperate with your company. I wish users a prosperous career, evergreen foundation!
On July 09, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "Research Project on the Organizational Structure of Two Liquor Production Enterprises. The customer said: This is an organizational structure survey, the service process is very good, looking forward to the next cooperation. I wish users a prosperous career, evergreen foundation!
| Research Module | research content | ||||||
|---|---|---|---|---|---|---|---|
| Market research | Industry status | market capacity | Product Application | channel mode | Supply chain | market competition | Market Consulting |
| Competitor Research | Enterprise background | Enterprise Finance | Sales Data | Market Strategy | Production Equipment | Supply Procurement | Technology R & D |
| warehousing logistics | channel construction | Human Resources | Enterprise Strategy | ||||
| User Research | Consumer Survey | consumption behavior attitude | Publicity/Promotion | Product Service | Brand Research | consumer characteristics | |
| satisfaction survey | Employee satisfaction | user satisfaction | |||||
| Market Entry Advisory | Macro Industry Research | competitive enterprise research | Downstream User Research | Channel Research | Due Diligence | Return on Investment | |
| Floor module | Landing implementation recommendations | Long-term cooperation | |||||
| Business investment due diligence | Target industry market investment value due diligence | Industry Benchmarking Enterprise Research | Target Enterprise Credit Assessment Report | Project investment due diligence | |||
| industry planning | Market research | market access | development strategy | investment location | Acquisition and integration | IPO Fundraising | |
| Credit Report | Basic information | Major Events | Production/Operation Network | enterprise scale | Operating strength | Financial strength | Legal risk |
| Future business prediction | Overall credit rating | cooperative risk warning | |||||
| Brand/Sales Proof | Market Share Proof | Market Share Proof | Proof of brand strength | Industry Proof | Specialized new proof | Proof of sales strength | Proof of technological leadership |
| National/Global Status Certificate | |||||||
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