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Brandlin & Associates News )
April 2008
  • Avoiding a Portfolio Company Midlife Crisis
  • Learn More at ACG Intergrowth
  • About Brandlin & Associates
  • "Brandlin & Associates helped guide the Bank and its syndicate through a very difficult situation with a portfolio company. Jeff and his team have a unique ability to take mountains of information, quickly identify key areas of focus and summarize pertinent issues in a succinct report. We appreciated their flexibility and responsiveness, and highly valued their input and guidance."

    Scott Lane, Vice President
    Bank of America


    Avoiding a Portfolio Company Midlife Crisis
    Lifecycle - Porfolio Co.

    In a good economy, a marginally performing company may scrape through to a successful exit. In an uncertain economy, such as we are experiencing today, the marginal performers are far more likely to end up in a workout, restructuring or even bankruptcy.

    Since early intervention almost always yields better results, it would be our pleasure to have a complimentary meeting with you to review whether any of your portfolio companies may be at risk. If a potential problem is identified, we can conduct a portfolio company review for a flat fee.

    Our portfolio company reviews uncover the facts behind the financial information and related reports -- before it's too late. Our thorough analysis tests the key drivers of cash flow, collateral value, compliance, and investment requirements, including:

    • Liquidity evaluation: 13-week cash flows, cash burn rate
    • Actual performance vs. budgeted performance
    • Validity of operating assumptions and financial projections
    • Collateral: eligibility, deterioration and related causes
    • Advance rates against collateral value
    • Non-core assets available for disposition
    • Business trends
    • Reporting compliance, covenant modifications
    • Assessing management's ability to realistically evaluate problems and adopt change
    • EBITDA calculations and adjustments

    Please call us at (310) 789-1777 or reply to this email to set up a meeting at your convenience.

    Learn More at ACG Intergrowth
    ACG Logo

    Jeff Brandlin will be attending ACG Intergrowth in Orlando on April 9 - 11. If you will be in attendance and would like to discuss your portfolio companies or due diligence needs, please contact Jeff at (310) 789- 1777 or jeff@brandlin.com.

    About Brandlin & Associates
    Brandlin Logo

    Brandlin & Associates is an exclusive provider of investigative accounting, financial consulting and strategic consulting services. We pride ourselves on offering superior technical expertise, years of practical experience and unparalleled service to decipher financial and operational performance metrics. As a result, our clients are able to make informed decisions in a timely manner.


    phone: (310) 789-1777


    Brandlin & Associates | 1801 Century Park East, Suite 1040 | Los Angeles | CA | 90067