Who we serve
Independent sponsors
Transaction advisory, tax structuring, and portfolio company accounting for independent sponsors.
Overview
Independent sponsors raise capital deal by deal and must satisfy investors, lenders, and sellers at the same time. Diligence has to be credible to capital partners, and post-close reporting has to meet their expectations from the first month. Edler Zain provides buy-side Quality of Earnings, transaction structuring, and ongoing portfolio company accounting for sponsors acquiring lower middle market businesses.
Common challenges
Quality of Earnings that satisfies both equity investors and senior lenders
Deal structure, management fees, and carried interest tax planning
Working capital peg and purchase price adjustments
Post-close accounting transition and opening balance sheet
Monthly investor and lender reporting
Add-on acquisitions and eventual exit preparation
How we help
Our services for independent sponsors include:
Who we serve
Independent sponsors and fundless sponsors acquiring companies with $1 million to $10 million of EBITDA across services, trades, manufacturing, healthcare, and distribution.
Schedule a consultation
Speak with a member of our team about your business. We will review your current situation and outline how we can help.
Frequently asked questions
How quickly can you complete a Quality of Earnings?
Typical turnaround is three to four weeks from receipt of complete data, with preliminary findings shared earlier.
Will lenders and investors accept your report?
Our reports are prepared to the standard SBA lenders, senior lenders, and institutional co-investors expect, and we are available to walk them through the findings.
Can you take over accounting for the company after close?
Yes. We handle the opening balance sheet, accounting transition, and ongoing monthly close and reporting.
Do you work on multiple deals for the same sponsor?
Yes. Many sponsors engage us across successive acquisitions and for portfolio-level reporting.