A private equity firm was preparing to acquire a leading Pacific Northwest based processor and distributor of meat products. With distribution throughout the US and a niche in hard-to-find meats—such as grain-fed veal, goat, and mutton—the company had carved out a strong reputation with distributors and retailers.
The acquiring firm, which makes private investments in growing companies in the western US, is a combination of a family office investing its own capital and an independent sponsor that brings outside investors into its investments.
To support the transaction, the acquiring firm engaged Aldrich CPAs + Advisors to conduct a quality of earnings analysis focusing on validating proposed adjustments to the financial statements to align with GAAP, as well as other non-recurring, discretionary, and normalizing adjustments.
ALDRICH'S TRANSACTION ADVISORY SERVICES
Aldrich provides complex valuation and transaction advisory services to a wide array of businesses and their owners. Leveraging decades of experience, Aldrich’s transaction advisory specialists provide rigorous analysis and robust due diligence processes to ensure the accuracy and integrity of every report. Aldrich provides the trusted and defensible insights businesses need to make confident decisions. Services include:
- Comprehensive quality of earnings analyses
- Ensuring the integrity of financial forecasting
- Assessing the transaction structure and capital adequacy, tax implications, and downstream investment requirements
- Evaluating working capital requirements to support the transaction and plans for future growth
To learn more about Aldrich’s transaction advisory services, click here.
Meet Our Professionals
Director of Valuation Services
Joshua Vannetti, CPA/ABV, CVA
Aldrich CPAs + Advisors LLP
Joshua Vannetti joined Aldrich as Director of Valuation Services in 2024. His career is highlighted by a track record of leadership in high-profile valuation projects, including those for mergers and acquisitions, financial reporting, tax reporting, and litigation support. This includes procuring, overseeing, and conducting litigation support engagements in business valuation, forensic accounting, divorce work, bankruptcy,… Read more Joshua Vannetti, CPA/ABV, CVA
Josh's Specialization
- Certified Public Accountant (CPA)
- Certified Valuation Analyst (CVA)
- Accredited in Business Valuation (ABV)
- Forensic Accounting
- Expert Witness Testimony
