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Various
North and South America

Commercial and Technical Due Diligence for Global Portfolio Assets

Moffatt & Nichol provided buy-side due diligence support for the buyer's stake in a port portfolio holding company.

Moffatt & Nichol provided buy-side due diligence support for a minority equity investment in Carrix, a port portfolio holding company, providing multi-modal transportation and logistics solutions in terminal assets located throughout the Americas. In its role as the commercial and technical advisor, Moffatt & Nichol was tasked with substantiating the business case put forward by management, testing the underlying assumptions which supported the valuation. This included developing independent projections of revenue, opex and capex associated with each of the respective operations. Moffatt & Nichol conducted site visits at a select number of the terminals. This allowed for an opportunity to meet with local management teams to discuss business opportunities and to conduct a facilities inspection of the infrastructure and equipment. The analysis was synthesized into a financial model/transfer sheet which was used by the client in their valuation model, as well as comprehensive, supporting report summarizing the key conclusions of the commercial and technical efforts.