Contact
← All workflows

Analyzing Add On Acquisition Candidates

Evaluate Bolt-On Acquisitions in Minutes, Not Hours

12 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

Use in Workspace

Best for ongoing matters

Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

Jump to detailsOpen in Workspace

Start here

Run this workflow now

Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Analyzing Add On Acquisition Candidates

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Analyzing Add On Acquisition Candidates

Overview

CaseMark's Add-On Acquisition Analysis skill automates the evaluation of bolt-on and tuck-in acquisition candidates for private equity platform companies. It delivers comprehensive strategic fit scoring, synergy quantification, and return contribution modeling—turning hours of manual spreadsheet work into a structured, IC-ready analysis in minutes.

Evaluating bolt-on acquisition candidates is one of the most repetitive yet analytically demanding tasks in private equity. Deal teams spend hours normalizing target financials, mapping strategic fit, building synergy models, and formatting IC memos—often across dozens of candidates for a single platform's buy-and-build strategy. This manual process creates bottlenecks, inconsistencies, and delays in deal pursuit.

CaseMark automates the end-to-end add-on evaluation workflow, from financial recasting and strategic fit scoring to synergy quantification and return contribution analysis. By standardizing the analytical framework and generating structured outputs instantly, CaseMark enables deal teams to screen more candidates, move faster on the best opportunities, and present consistently rigorous analysis to investment committees.

How it works

  1. 1. Upload your platform profile, target financials, and synergy hypotheses

  2. 2. AI analyzes strategic fit, normalizes financials, and quantifies synergies

  3. 3. Review the return contribution model and candidate prioritization

  4. 4. Export IC-ready analysis in your preferred format (DOCX, PDF)

What you get

  • Strategic Fit Assessment

  • Normalized Target Financials

  • Synergy Quantification & Ramp Timeline

  • Return Contribution Analysis

  • Integration Risk Summary

  • Candidate Prioritization & Recommendation

What it handles

  • Strategic fit scoring across geographic, product, customer, and capability dimensions

  • Target financial normalization and P&L recasting

  • Detailed synergy quantification with cost and revenue breakdowns

  • Incremental return contribution modeling on consolidated platform

  • Multi-candidate comparison and prioritization framework

  • Investment committee-ready output with deal rationale summaries

Required documents

  • Platform Company Profile

    Current platform financials including revenue, EBITDA, margin structure, capital structure, entry multiple, and hold-period assumptions

    .pdf, .docx, .xlsx

  • Target Company Financials

    Target revenue, EBITDA or SDE, margins, growth rate, customer concentration, capex requirements, and indicative deal terms

    .pdf, .docx, .xlsx

  • Synergy & Integration Notes

    Synergy hypotheses with cost and revenue assumptions, ramp timelines, and integration considerations

    .pdf, .docx

Supporting documents

  • Comparable Transaction Data

    Sub-sector M&A comps, precedent transaction multiples, and market fragmentation data

    .pdf, .docx, .xlsx

  • Confidential Information Memorandum

    Sell-side CIM or management presentation for the target company

    .pdf

  • Quality of Earnings Report

    Third-party QoE or financial diligence report for the target

    .pdf

Why teams use it

Screen and prioritize add-on candidates 10x faster with automated strategic fit scoring and financial normalization

Quantify cost and revenue synergies with structured ramp timelines to build credible value creation narratives

Model incremental return impact on the consolidated platform to ensure every bolt-on is accretive to fund returns

Generate consistent, professional IC materials that standardize how your team evaluates and presents add-on opportunities

Questions

Can CaseMark analyze multiple bolt-on candidates simultaneously?

Yes. CaseMark can evaluate multiple add-on targets in a single workflow, scoring each against your platform's strategic fit criteria and ranking them by return contribution. This makes it easy to prioritize your deal pipeline.

How does the AI quantify synergies?

CaseMark breaks synergies into cost savings (back-office consolidation, procurement leverage, facility rationalization) and revenue upside (cross-sell, geographic expansion, product bundling). Each synergy line includes estimated magnitude and ramp timeline based on your inputs.

Is this suitable for small tuck-in acquisitions as well as larger bolt-ons?

Absolutely. CaseMark handles targets ranging from small SDE-based businesses to larger EBITDA-generating companies. The financial normalization engine adjusts for owner add-backs, one-time items, and other recasting needs common in smaller deals.

Can I use the output for investment committee presentations?

Yes. CaseMark generates structured, professional analysis designed to support IC decision-making. The output includes strategic rationale, financial summaries, synergy bridges, and risk assessments that can be directly incorporated into your IC materials.

How does CaseMark handle integration risk assessment?

CaseMark evaluates integration considerations including management retention, technology compatibility, cultural fit, and customer contract transferability. These risk factors are flagged and incorporated into the overall candidate assessment to give you a complete picture.

What if I don't have complete financial data on a target?

CaseMark works with the information available and clearly flags areas where data gaps exist. You can iterate on the analysis as additional diligence information becomes available, refining synergy estimates and return projections over time.

Related

Access and Indemnity Agreement (Due Diligence)

Draft Property Access Agreements in Minutes with AI

Access Indemnity Agreement

Draft Access & Indemnity Agreements in Minutes

Ad Fund Agreement

Draft Ad Fund Agreements in Minutes, Not Hours