OGScapital

BACKGROUND

Please describe your company and your position there.

Founder/CEO of a Private Equity firm.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire OGScapital, and what were your goals?

Needed a quality of earnings report done on a fire/water mitigation company.

SOLUTION

How did you select this firm and what were the deciding factors?

I was given a dossier of different proposals. When I met with Alex/OGSCapital, he stood out about the rest in terms of experience, relatability and general work ethic.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

OCSCapital was very engaged from start to finished and handled the entire project with great attention to detail and in a very timely manner.

Describe their billing or cost structure.

OGSCapital proposed a fair price that was paid up front and delivered in a faster time than anticipated.

How many resources from the firm's team worked with you, and what were their positions?

The project took two members from the firm to complete.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

Within a few weeks of hiring them, they had completed an in-depth, detailed quality of earnings report that allowed me to make a large financial decision for acquiring the company being reviewed.

Describe their project management style, including communication tools and timeliness.

It was a fairly simple execution of email communication and some quickbooks data being delivered.

What did you find most impressive or unique about this company?

I feel that the quality of the report that I received was well worth the price that was quoted and the breadth of the company handling it.

Are there any areas for improvement or something they could have done differently?

For this project, they handled everything to great satisfaction.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a SaaS application company. We work in the tech space.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with OGScapital?

We needed help with our business plan.

SOLUTION

What was the scope of their involvement?

First, they took our requirements. Then, they did research and due diligence, in terms of cost comparison analysis, strengths, weaknesses, and opportunities. Since we’re a SaaS company, the process of drafting a business plan is dramatically more challenging. Using their research and the information we gave them; they were able to devise a solid plan for us. The team also helped us create a nice pitch deck.

What is the team composition?

We worked with Alex (Partner).

How did you come to work with OGScapital?

Alex’s skillset was invaluable, and because of that, we were able to nail down our challenges early on.

What is the status of this engagement?

Our work spanned January 2020, to February 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Alex was diligent and his team was involved. He and his team really took the time to fine-tune everything. It was a multi-faceted project, and they were able to help us nail down the complexities of the business plan. The work certainly speaks for itself.

How did OGScapital perform from a project management standpoint?

Given the complexities, they did a bang-up job. What we’re doing has never been done before, but they were able to knock it out of the ballpark.

What did you find most impressive about them?

They did a very nonconventional business plan in PowerPoint format, which was cutting edge. They didn’t put any bland charts at all and made it interesting.

Are there any areas they could improve?

No, nothing comes to mind.

Do you have any advice for potential customers?

My advice is to do your homework, as with any business plan. They’re helping perform the research and analytics, but at the end of the day, you’re going to need to be involved and ask for what you want. No one’s a mind reader.

BACKGROUND

Please describe your company and your position there.

Founded in 2019, Kinektt is a pre-seed startup company with a mission focused on revolutionizing the way Christians throughout the world connect with each other both digitally and in-person.

With a robust and complete suite of platforms including social media, e-commerce, and many others to follow, Kinektt aims to be the first truly one-stop Christian platform that allows Christian-owned businesses to engage directly with Christian consumers and provides a safe place for Christian users to communicate, grow in their faith, and find new connections all within the Company’s platform.

Kinektt operates at the intersection of the United States Social Networking and Religious Organization industries, which have both seen strong growth over the past five years.

I am the CEO and Founder of Kinektt Inc. I am the visionary, creative lead, and an adept and skilled communicator. Growing up in the Church, with over 10 years of ministry experience, I have served under and worked alongside Church Leaders, staff, and volunteers from the local and broad communities in discipleship and media management.

I have 5 years of experience in telecommunications, leadership management, logistics and operations, and media management. I have deep technological skills, marketing expertise, and am a strong written and verbal communicator, which serves well in growing this organization.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire OGScapital?

The project OGS was hired for, was for Business Plan development. This plan was to help us move our ideas and limited resources into an unlimited move towards growth with marketing strategies, financial forecasting, and foreseeing potential data points that may come to pass in the next 5 years.

What were your goals for this project?

The goals for this project was to develop a set of strategies, understand our market, and gauge financial projections to plan for the success of our business.

SOLUTION

How did you select this vendor?

After contacting 7 different companies from looking at their website, we had a call for each one. After reaching out to each vendor, we read through the reviews and whether their reviews were trustworthy or not.

After going through other companies' reviews, we had additional conversations with three of the 7 companies and finalized to the final company after looking at their examples provided as well as the budget.

Describe the project in detail.

On April 16th, we began with receiving the proposal from OGS with what we will be working on! OGS worked on understanding our needs and development to be investor ready. We followed the proposal by receiving a round of questions in which we answered and submitted to Alex who was our Project lead.

We received a draft on April 30th which met the timeline that follows the proposal, being on time. Following the proposal, we submitted a series of edits that OGS followed by sending each draft with our edits 2-3 days after for each edit. OGS was prompt and efficient with getting the final edits to us and continually exceeding expectations.

What was the team composition?

We specifically worked with our project manager. Our project manager worked with his team to follow suit on all of the variable we needed for our project.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

After finishing this project we were able to move on to the next phase of our business to reach out toward our investors and begin to focus on the product so that we can grow a userbase for our tech company.

How effective was the workflow between your team and theirs?

The workflow was seamless. Communication was fast and my team was able to work simultaneously with any questions to add toward the project.

What did you find most impressive about this company?

Very Efficient Service! A knowledgeable team! It was a quick delivery and was highly professional through every step of the way. We had a great experience with OGScapital. For our budget, this team went above and beyond our expectations. The work is evident that they know what they are doing. The research is thorough and gives us a great point of perspective for our company!

Are there any areas for improvement?

Through the three weeks that we worked with OGS capital, I would love to see a way to monitor what is being worked on. For example, if a market analysis was completed, then a confirmation would be sent regarding step 1 of the 14 steps per se would be shown as done.

This would give a sense of reassurance during the 14 days of work. It would be great to maybe incorporate slack or basecamp. I would love to see the structure of the team or what marketing resources would be used for our development ahead of time. These are just some ideas I can think of.

BACKGROUND

Please describe your company and position.

I am the President and CEO of BTM Investment Group Inc.

Describe what your company does in a single sentence.

BTM Investment Group is a Dallas-based acquisition company focused on acquiring, operating, and growing lower middle market businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OGScapital to accomplish?

Quality of Earnings (QoE) review and financial due diligence in connection with the acquisition of a lower middle market business

SOLUTION

How did you find OGScapital?

Online Search

Why did you select OGScapital over others?

• Pricing fit our budget
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

We engaged OGS Capital to perform a Quality of Earnings (QoE) review and financial due diligence in connection with the acquisition of a lower middle market business. Our objectives were to validate revenue and earnings, assess the quality and sustainability of cash flow, identify financial and operational risks, evaluate working capital requirements, and provide an independent analysis to support acquisition and financing decisions.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

OGS Capital helped validate the company's revenue and earnings profile through an independent Quality of Earnings review, identifying approximately $928,000 of normalized EBITDA for FY2025. The engagement also highlighted key risks related to financial reporting, cash handling, and accounting controls, enabling us to make a more informed acquisition decision and better prepare for lender underwriting and post-acquisition operational improvements.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

OGS Capital was responsive, professional, and persistent throughout a diligence process that proved significantly more complex than originally anticipated. The engagement required numerous follow-up requests, reconciliations, and reviews of supplemental information as additional documentation became available. 
While the project timeline ultimately extended beyond the initial expectations due largely to the quality and completeness of the information provided during diligence, the team remained engaged, communicated regularly, and continued working through issues as they arose. They were responsive to questions, willing to discuss findings in detail, and committed to delivering a thorough work product despite the challenges encountered.

What was your primary form of communication with OGScapital?

Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most was the team's persistence and analytical rigor. The diligence process involved incomplete records, multiple revisions to financial information, and numerous reconciliation challenges. Rather than taking information at face value, the team continued asking thoughtful questions, validating assumptions, and working through discrepancies until they developed a well-supported understanding of the business. 
I was also impressed by their ability to remain objective and professional throughout a process that became significantly more complex than originally anticipated.

Are there any areas for improvement or something OGScapital could have done differently?

The primary area for improvement would be setting expectations around project timelines when information quality becomes a significant issue. As the engagement progressed and the complexity of the diligence became clearer, more frequent updates regarding revised timelines and expected delivery dates would have been helpful. 
That said, many of the challenges were driven by the quality and completeness of the information available during the diligence process rather than the team's effort or responsiveness.

BACKGROUND

Please describe your company and position.

I am the CEO of Manzanos Enterprises

Describe what your company does in a single sentence.

Family Office

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OGScapital to accomplish?

• QoE Due Diligence

SOLUTION

How did you find OGScapital?

Online Search

Why did you select OGScapital over others?

• Great culture fit
• Good value for cost

How many teammates from OGScapital were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Scope of Work and Key Deliverables We engaged OGS Capital to conduct a comprehensive financial due diligence (Quality of Earnings analysis) in connection with the potential acquisition of a U.S.-based golf cart dealership and related real estate entity. The scope of work included a detailed review of the company’s financial statements for the previous three fiscal years, analysis of revenue trends, cost structure, gross margins, and operating expenses, as well as an evaluation of the reliability and consistency of the accounting information provided by management. OGS Capital also analyzed key financial drivers of the business, including EBITDA performance, working capital dynamics, inventory practices, supplier concentration, payroll structure, and operational risks. As part of the engagement, the team reviewed the QuickBooks general ledger data and supporting financial documentation in order to validate the company’s reported results and identify potential normalization adjustments to EBITDA. The final deliverable was a comprehensive financial due diligence report that included: A detailed profit and loss analysis across multiple years EBITDA normalization and quality of earnings assessment Identification of financial and operational risks Analysis of revenue trends, margins, and cost structure Working capital review and operational observations Vendor concentration and supply chain considerations Recommendations for improving financial reporting and operational transparency In addition, the team prepared a revised version of the report suitable for presentation to financing institutions as part of the acquisition financing process. Overall, the report provided us with a clear and structured view of the company’s financial performance, potential risks, and operational dynamics, which was very valuable for making an informed investment decision and advancing the transaction process.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The financial due diligence conducted by OGS Capital provided us with a much clearer and validated understanding of the target company’s financial performance and risk profile before proceeding with the acquisition process. One of the most valuable outcomes was the preparation of a detailed Quality of Earnings analysis that allowed us to identify the company’s normalized EBITDA and better understand the drivers behind revenue fluctuations and margin performance over the last three years. This analysis was essential in helping us assess the sustainability of the business and refine our acquisition structure. The report also provided a structured evaluation of key operational factors such as supplier concentration, inventory management practices, working capital requirements, and financial reporting limitations within the existing accounting system. These insights helped us identify areas where operational improvements could significantly increase efficiency and transparency after acquisition. Additionally, the financial due diligence report became a critical document for our financing process with banks, as it provided an independent and structured assessment of the company’s financial position. This helped support discussions with lenders and facilitated the advancement of the acquisition process. Overall, the project successfully delivered the financial clarity and risk assessment we needed to move forward with greater confidence in evaluating the transaction.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project management was very smooth and professional throughout the entire engagement. Alex and his team maintained clear and consistent communication from the beginning, outlining the process, timelines, and deliverables in a structured way. All key milestones were delivered on time, including the initial financial due diligence report and the subsequent revisions we requested during the final stages of the project. When we asked for adjustments to the report to better align with the post-acquisition operating structure and to prepare a version suitable for bank financing discussions, the team responded quickly and incorporated the changes efficiently. Alex was very responsive whenever questions arose, and communication was straightforward and transparent. Emails were answered promptly, and feedback was handled in a collaborative and flexible manner, which made the overall process very efficient. Overall, the team demonstrated strong project management, delivered all requested items on schedule, and was highly responsive to our needs throughout the engagement.

What was your primary form of communication with OGScapital?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most about OGS Capital was their ability to combine strong financial analysis with a practical understanding of real-world transactions. The team didn’t just produce a technical report—they provided insights that were actually useful for making investment decisions. Alex and his team were able to quickly understand the operational dynamics of the business we were evaluating and translate complex financial information into a clear and structured analysis. Their report highlighted key risks, normalized earnings, and operational considerations in a way that was easy to interpret and directly applicable to our acquisition process. Another aspect that stood out was their flexibility and responsiveness. When we requested additional adjustments to the report to align with the structure of the acquisition and the requirements of financing banks, they handled those revisions quickly and professionally. Overall, the combination of responsiveness, analytical depth, and practical transaction-oriented thinking made the experience particularly positive.

Are there any areas for improvement or something OGScapital could have done differently?

Overall, we had a very positive experience working with OGS Capital and the engagement was handled professionally. If there is one area that could be further strengthened, it would be the inclusion of slightly more granular operational data analysis where underlying systems allow it. In this case, the target company’s accounting and reporting systems had certain limitations, which restricted the availability of detailed information such as product-level sales segmentation and inventory aging. While this was primarily a limitation of the company’s internal systems rather than the diligence process itself, deeper data extraction or additional analytical visualizations could further enhance future reports when data availability permits. That said, the team was very responsive to feedback and quickly incorporated the adjustments we requested in the final version of the report, particularly for financing discussions. Overall, the collaboration was very smooth and we would gladly work with OGS Capital again on future projects.

BACKGROUND

Please describe your company and position.

 I am the Founder of a medical company 

Describe what your company does in a single sentence.

Medical services 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OGScapital to accomplish?

• For Business plan writing

SOLUTION

How did you find OGScapital?

Online Search

Why did you select OGScapital over others?

• High ratings
• Pricing fit our budget

Describe the scope of work in detail. Please include a summary of key deliverables.

Business plan 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Fast service and understanding of the whole project 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Great experience working with Alex and his team. They took the time to understand my idea and turned it into a clear, professional, and well-structured business plan. Communication was smooth, and they were very responsive to feedback.

What was your primary form of communication with OGScapital?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The research, financial projections, and overall presentation were excellent. I highly recommend their services if you need a high-quality, investor-ready business plan.

Are there any areas for improvement or something OGScapital could have done differently?

No area

BACKGROUND

Introduce your business and what you do there.

I’m the owner of MBV, a restoration and reconstruction company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OGSCapital to accomplish for your restoration and reconstruction business?

We needed help with financial due diligence for a small business acquisition.

SOLUTION

What was the scope of their involvement?

OGSCapital provided us with a quality of earnings (QoE) report to support our acquisition of a small business. The deliverables included financial reconciliation and forensic analysis. Alex (Founder & CEO) and his team reviewed the business's finances, including verifying all the financial documents from the seller, such as profit and loss statements, bank statements, invoices, CRM systems, and tax returns. Due to the complexity of the business setup, this process turned into a full reconciliation work.

What is the team composition?

We worked with Alex.

How did you come to work with OGSCapital?

We found them through an online search. We chose them over other options because they had high ratings, a great culture fit, good value for cost, and were organized and experienced.

What is the status of this engagement?

We worked together from November–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

OGSCapital reconciled the revenue, expenses, and owner add-backs. Thanks to their work, we understood the variance between the seller's report and OGSCapital's report and made a decision to move forward accordingly.

How did OGSCapital perform from a project management standpoint?

OGSCapital's project management was very timely. They had great communication and were very responsive. Alex ensured we didn't miss any deadlines and managed the project within tight timelines, making sure the seller provided everything on time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

OGSCapital's flexibility and experience to evaluate and pivot the methodology and approach to achieve the deliverables were impressive.

Are there any areas they could improve?

I can't think of anything for them to improve. 

BACKGROUND

Please describe your company and position.

 I am the Dean of an education company 

Describe what your company does in a single sentence.

higher education

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OGScapital to accomplish?

feasibility study for a new program

SOLUTION

How did you find OGScapital?

Other

Why did you select OGScapital over others?

communication

How many teammates from OGScapital were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

OGS delivered a detailed feasibility study for a program we are considering for development

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I have already indicated this

Describe their project management. Did they deliver items on time? How did they respond to your needs?

yes

What was your primary form of communication with OGScapital?

Email or Messaging App

What did you find most impressive or unique about this company?

They delivered an evidence-based, eye-pleasing feasibility study.

Are there any areas for improvement or something OGScapital could have done differently?

none

BACKGROUND

Please describe your company and position.

I am the Executive Director of a nonprofit art school.

Describe what your company does in a single sentence.

Non profit art school

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire OGScapital to accomplish?

• to create a feasibility study about a potential move

SOLUTION

How did you find OGScapital?

Referral

Why did you select OGScapital over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from OGScapital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

OGS created a feasibility study for us concerning a potential move.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We received an excellent report.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The work was completed much sooner than I had anticipated. Alex always returned my emails and answered my questions and requests promptly.

What was your primary form of communication with OGScapital?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Prompt, good work.

Are there any areas for improvement or something OGScapital could have done differently?

No, the service was excellent.

BACKGROUND

Introduce your business and what you do there.

I'm a managing partner at Seekye Capital, a Private Equity company. We help business owners with ownership transitions, growth partnerships, and strategic acquisitions. Our team offers tailored financial planning and guidance to ensure business continuity, leadership development, and legacy preservation.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with OGScapital?

We hired OGScapital to perform due diligence on an acquisition target in the service and manufacturing industry.

SOLUTION

What was the scope of their involvement?

OGScapital performed financial due diligence, including net working capital (NWC) analysis. The team provided a good platform for further negotiations.

What is the team composition?

We worked with three members of OGScapital's team.

How did you come to work with OGScapital?

We found OGScapital through an online search. We interviewed three companies, and we believed the value and experience that OGScapital's team brought to the table were the best of the three.

What is the status of this engagement?

We worked together from January–April 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

OGScapital's work more than covered their fee. 

How did OGScapital perform from a project management standpoint?

We had regular communication with them through email.

What did you find most impressive about them?

The team displayed excellent patience throughout the project.

Are there any areas they could improve?