Transaction Advisory

Our Transaction Advisory service offers comprehensive support for mergers, acquisitions, and other significant transactions, ensuring you make informed decisions that maximize value and minimize risk. Trust our expertise to guide you through every step of the transaction process, from due diligence to integration, for seamless and successful outcomes.

Buy-Side Advisory

Partnering with management to create value through acquisition.

  • Target Identification: Conduct research to identify potential acquisition targets as well as key criteria.

  • Due Diligence Planning: Assist in identifying the key areas of due diligence and conduct certain analyses for the buyer.

  • Capital Sourcing: Work with the buyer in lining up the capital required to finance the transaction.

  • Transaction Support: Manage the overall due diligence and transaction financing process.

  • Acquisition Experience: Leverage our M&A experience to assist in negotiating and understanding the appropriate structure of the final deal.

Sell-Side Advisory and Sale Readiness

Assisting business owners in preparing for and maximizing the outcome of a sale process.

  • Value Assessment: Help understand the Company’s value as well as the specific drivers and opportunities that exist to increase the value of the business.

  • Outcome Maximization: Provide valuation services to maximize the transaction proceeds to ownership as well as insuring the most optimal transaction structure.

  • Transaction Roadmap: Work with management to deliver plans around growth priorities, profitability improvements, and financial readiness to maximize the outcome of the sale process.

  • Partner Identification: Leverage our network and resources to introduce the most logical buyers to the business.

Quality of Earnings

Assessing and validating the earnings, cash flow and key drivers of a business.

  • Buy Side Diligence: For buy-side transactions, assess and validate the financials provided with a focus on normalized revenue, EBITDA, and working capital.

  • Buy Side Assessment: Identify, analyze and understand the true drivers of the business that give buyers better visibility into the outlook of the business.

  • Sell Side Advisory: Maximize the sell-side process outcome by providing a detailed look at the financials that provides a complete picture of the company, including identifying and recording normalizations where applicable.

Due Diligence Support

Reducing deal risk by benefiting from our experience and analytical strength.

  • Historical Assessment: Deliver Quality of Earnings report and analysis to assess and validate the prior financial performance of the business and understand the key historical drivers and trends.

  • Forecast Evaluation: Conduct business analysis to help the buyer have maximum visibility around the target’s financial outlook.

  • Transaction Support: Coordinate and lead the acquisition team in the due diligence process to supplement buyer resources.

Debt Capital Raising

Helping clients navigate the complexities and uncertainties of raising capital for their business.

  • Capital Needs Assessment: Conduct financial analysis in partnership with management to align on the capital requirement.

  • Capital Structure Optimization: Provide analysis that helps business owners understand the positives and negatives of various capital structures.

  • Sourcing: Leverage our network and resources to reach out to the most logical capital providers for the business.

  • Negotiation: Assist in negotiating the best deal for the business.

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