Client Problem:

A PE firm was prepared to write a check for $5 million to the seller as part of the post-close working capital settlement process without realizing significant errors in the calculation.

Triton Leadership Group (TLG) Actions:

  • Reviewed the SPA and working capital calculation.
  • Identified significant flaws in the calculation.
  • Recalculated the settlement amount to less than $1 million.
  • Led the dispute and negotiation process with the seller.

Outcome

  • Saved $4 million in the post-close settlement.

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