Katelyn Kerfeld

Overview

Katelyn’s experience managing due diligence projects includes buy-side quality of earnings, sell-side quality of earnings, working capital analysis, EBITDA analysis, financial statement analysis and reporting. Specific experience includes, but is not limited to, the following:

• Project scoping and risk assessment
• Identify and communicate both quantitative and qualitative transaction specific risks and findings
• Asses the target’s ability to produce financial statements in accordance with U.S. GAAP
• EBITDA and EBITDA adjustment analysis
• Analysis of stand-alone costs for carve-out transactions
• Working capital analysis and true-up calculations
• Balance sheet testing and analysis
• Analysis of historical, projected and pro forma financial measures used in determining key transaction terms and valuation
• Analysis of target’s industry, operations, assets, revenues and cost structure to identify any business, operational and financial matters which impact the potential transaction

Education

In the community