Investment Advisory Services

Frank N. Magid Associates leverages its expertise across industries, consumer perspective, research capabilities and network of industry executives to provide investment and strategic counsel to operating companies and investment firms. Magid has advised investment firms on prospective investments and conducted major due diligence efforts.  To date, Magid has worked on over $15 billion in due diligence engagements focused on operational, revenue, and management issues. In addition, Magid works with private equity firms to improve the product, brand, customer, marketing and communication strategies of their portfolio companies. Our investment advisory services provide insights including:

  • What are the major growth areas within different industries? What is the revenue market size now and in the next five years?
  • What are the major opportunities and threats to growth within these industries?
  • What do consumer attitudes, behaviors and consumption trends suggest about future opportunities?
  • What are current companies in the space seeing in terms of revenues and EBITDA?
  • What insights and information can be gathered about the operations, management, and strategy of possible acquisition opportunities?
  • How can product, brand, customer, marketing and communication strategies of portfolio companies be improved to provide greater returns to private equity firms?

Case Study

Conducting a Macroeconomic, Competitive, and Management Analysis and an Assessment of Financial Model Assumptions to Guide an Investment in a Major US Multimedia Company

Leveraging its expertise of the television, publishing and digital media industries, Frank N. Magid Associates conducted a deep-dive analysis of one of the largest multimedia companies in the US for a distressed debt and credit-focused private investment firm. This comprehensive analysis included a macroeconomic overview of the broadcasting, publishing and digital media industries, a competitive analysis of the company’s key assets within these industries, management issues that could influence the value of the company’s assets, and a critique of the assumptions of the investment firm’s financial model for the multimedia company. As a result of this analysis, the firm opted not to invest in the distressed debt of the company based on negative findings related to the company’s television station potential and management weaknesses.