Accelerating Deal Screening and Financial Modeling Across 1,400+ Opportunities Annually

A mid-market private equity firm with $900Mn in assets under management, operating across multiple sectors.

Expanding Deal Capacity Without Slowing Investment Decisions

The client received multiple investment opportunities each day from investment banks and needed to augment its deal-review capacity to keep pace. The team required rapid screening, same-day review support, and real-time financial forecasting to evaluate opportunities consistently without slowing live deal execution.

Embedded Deal Support from Screening Through Execution

Sutherland operated as an extension of the client’s investment team, reviewing inbound opportunities, preparing investor-focused deal summaries, building and updating financial models, and maintaining the opportunity pipeline in Salesforce. The team provided same-day screening support and flexible research capacity for live transactions.