Due diligence project for mid-cap PE: Assessment of software developement company for the credit approval process in ban

Project status
Project start date
Not specified
Project posted
17 Sep 2017 21:06
Project duration (approx.)
10.0 Days
Budget (approx.)
€1520 / day
Level of Experience
Senior
Industry
Computer Software
Area of expertise
Information Technology
Consultant location
Off-site
Languages
German (Essential)

Objectives and Key Deliverables

NB: You must be based in Europe for this project (ideally Germany or Switzerland), however you will work remotely.

Background: Potential acquisition opportunity for PE fund.

Ask: Seeking industry expert for strategical due diligence support as well as potential operational role in the target company and/ or potential supervisory board mandate

Focus areas:
Software for the credit approval process of (ideally, but not necessarily real estate) loans in lending institutions, such as e.g. banks or insurances, to retail and commercial clients; geographical focus areas are Germany and Switzerland.

Relevant topics:
1. Market development and underlying drivers/ trends (regulation, SaaS, legacy software vs. special niche software, online lending etc.)
2. Market penetration and expansion potential for lending software (ideally for real estate loans) within Europe - focus Germany and Switzerland;
3. Key software players (e.g. SAP, avaloq) in the market and their positioning incl. USPs;
4. Key purchase criteria and decision process from a customer perspective for (real estate) banking/ lending software;
5. Key due diligence criteria for the assessment of lending software: code quality, service contracts, lifetime of the software, customer churn rates, quality of sales force and support, etc.
6. Potential threats from online banks/ fintechs and new business models, e.g. software and service providers for back end solutions;

Looking for an expert to:
1. Give a general introduction about the industry (trends, value drivers, etc.), e.g. in the form of a one-day workshop;
2. Support the deal team during management presentations, expert sessions, etc. - output with key points/ issues should be a short PP-presentation (5-10 slides);
3. Potentially support of the deal team after acquisition via an operational role in the target company or potential supervisory board mandate

- General knowledge about the IT/software landscape for the credit approval process in lending institutions (e.g. banks), ideally incl. real estate loans, in Germany and Switzerland
- General sales experience for software to lending institutions, e.g. banks, in Germany and Switzerland, ideally incl. real estate loans
- Relevant expertise about the credit approval process of (real estate) loans in Germany and Switzerland (regulation, decision process in lending institutions, etc.)
- Ideally inroads into banks (e.g. regional or commercial banks) to key decision makers for software in Germany and Switzerland

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