vortex-tuck-in-analyst

Performs a first-pass quality-of-earnings review of an acquisition target's historical financials — reconstructs the adjusted-EBITDA bridge, builds an add-back register, normalizes owner compensation, tests related-party items, assesses revenue quality and customer concentration, and pegs normalized working capital. Wave 1 of the tuck-in pipeline. Read-only; produces the QoE findings memo.

Researches the target's sector and adjacent service-rollup analogs and returns a market context memo with a defensible entry/exit multiple range. Wave 1 of the tuck-in pipeline. Read-only; web search only — no paid data feeds.

Builds the three-statement model with a returns view in Excel and drafts the screening memo, from an approved assumption set and the QoE findings memo. Wave 3 of the tuck-in pipeline. This is the only subagent with write access.

Crawls an acquisition target's website and returns a structured company profile — service and product lines, end markets, footprint, manufacturer relationships, certifications, and leadership facts. Wave 1 of the tuck-in pipeline. Read-only; touches untrusted external web content.

Builds a revenue forecast by segment and positions the target within the multiple range, working from the QoE memo's normalized earnings base. Wave 2 of the tuck-in pipeline. Read-only synthesis; produces the assumption set that becomes the model's input contract. Does not write deliverable files.

Sector knowledge for analyzing commercial door services acquisition targets — segment structure, the revenue-quality hierarchy, the certification and compliance drivers of recurring revenue, the adjacent service-rollup analogs, and how to triangulate a defensible valuation multiple when no clean public comparables exist. Use when researching the market context for a commercial door services or adjacent field-service tuck-in.

Method for positioning a lower-middle-market service-business acquisition target within a valuation multiple range — identifying the company-specific quality factors that move a business up or down within the range, and stating the position without false precision. Use when converting market research and a normalized earnings base into a valuation thesis for a tuck-in.

Method for a first-pass quality-of-earnings review of a lower-middle-market service-business acquisition target — building the adjusted-EBITDA bridge, disciplining add-backs, normalizing owner compensation, scrutinizing revenue quality, pegging normalized working capital, and handling cash-basis financials. Use when reviewing a target's historical financials to establish a defensible normalized earnings base.

Structure and method for the screening memo a corporate-development team produces at the end of a tuck-in first-pass analysis — the recommendation document that synthesizes target intelligence, market context, the QoE findings, the valuation thesis, and the model into a clear proceed / further-diligence / pass call. Use when drafting the recommendation document for an acquisition target.

Method for crawling a target company's website with Firecrawl and extracting a structured company profile for acquisition analysis. Covers the map-then-extract workflow, the door-services field taxonomy, how to read each field analytically, and the cautions specific to small private-company websites. Use when building the first-pass intelligence on an acquisition target.