A fintech firm initially brought in Orchid Black to evaluate a potential transaction and to perform a Value Creation Assessment (VCA) with the goal of identifying areas of opportunity and provide an estimated valuation in the marketplace.
After performing the VCA, which included reviewing company data, conducting market research, and holding internal and external interviews with stakeholders, Orchid Black quickly identified massive opportunities for growth, but certain factors were inhibiting the organization’s ability to grow.
Key factors included:
Successful separation of entities to owner’s satisfaction and subsequent sale of one of the entities.
As the interim CFO/COO, an Orchid Black operator was able to accomplish the following:
- Determine the strategic desires of ownership
- Evaluate the resources allocated to each unit and the required go forward strategy for each
In addition to:
Needed to separate two separate business units into two separate companies to facilitate ownership desires.
"Orchid Black was able to come up with phenomenal insights in a matter of weeks just by analyzing the data that was already within our own company. That alone was worth every penny of the VCA (Value Creation Assessment)."
-CEO & Founder, fintech company