Structured Six-Week Framework for CDD Execution PPT
This PPT slide, part of the 25-slide Commercial Due Diligence (CDD) - Process Elements PowerPoint presentation, outlines a structured six-week workplan for conducting Commercial Due Diligence (CDD). It is divided into distinct phases, each with specific activities and expected outputs. The initial phase, labeled "Preparation," emphasizes the importance of gathering foundational information. Key tasks include writing an information request, assembling a team, and identifying client experts. This sets the stage for effective engagement in subsequent weeks.
Weeks 1-2 focus on gathering initial insights through interviews and research. The activities aim to establish a clear understanding of the client's needs and the scope of the project. Outputs from this phase include an answer pack and a conceptual EBITDA driver tree, which will guide the analysis moving forward.
The next phase, spanning Weeks 2-3, involves an interim review where targeted data gathering takes place. This includes building an EBITDA model and meeting with management to refine the understanding of the business. The output here is an interim review document that consolidates findings and outlines specific issues that need addressing.
Weeks 3-4 shift towards more in-depth analysis, including plant visits and sharing findings with other advisors. This collaborative approach ensures that all stakeholders are aligned. The expected outputs include a draft final pack and signed waiver agreements with bankers, which are crucial for moving forward with the investment process.
Finally, Weeks 4-6 culminate in final interviews and the preparation of a comprehensive final pack. This includes building up and downside scenarios for key assumptions, ensuring that all potential risks and opportunities are well-documented. The structured approach detailed in this slide provides a clear roadmap for executing a thorough CDD process, making it an essential tool for decision-makers.
This slide is part of the Commercial Due Diligence (CDD) - Process Elements PowerPoint presentation.
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