EC Scorecard -- Carlsquare NA

Engagement Details

Client / Prospect *

Code name

Date of submission

Sponsoring Banker *

Lead Office

Secondary Office

Transaction Profile Scorecard

I.

Transaction type

II.

Stakeholder desire/need to transact

IIa.

Alignment amongst shareholders/management

III.

Probability of winning mandate

IV.

Transaction Size (USD m)

V.

Expected Fee ($USD, in M)

VI.

Retainer (monthly expected, USD k)If retainer, 3. If no retainer, 1.

VII.

Probability of closing

VIII.

Existing offer

X.

Buyer knowledge & dialogues

XI.

Tombstone value

XII.

Work intensity / resources necessary

Overall Score

0.00

Transaction profile notes

Company Profile Scorecard

I.

Relative market positionJustify if revenue < $20M

II.

Company topline growth - prior year to current

IIa.

Company topline growth - current year to next year

III.

Company profitability (EBITDA) current year

IIIa.

Company profitability (EBITDA) next year

IV.

Rule of 40

V.

Strength of management team

VI.

Business model

VII.

Solution differentiation

VIII.

Churn relative to sector

IX.

Customer concentration

X.

AI risk to business model

XI.

Capital invested to date ($M)

Overall Score

0.00

Company profile notes

Deal Details

Type of assignment

HQ Country

Conflict check

Transaction size (USD m)

Expected fees

Estimated date of closing

Banking team

Execution team (if non-US)

Key Financials

Revenue

Profitability

Valuation

Comments

Market Assessment

Assessment

Comments

Fee Parameters & Structure

Outcome

Summarize group commentary/concerns

Final outcome

Tentative approval follow-ups

Other comments

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