Services

Our tailored procedures help uncover the target’s strengths and weaknesses and assist investors determine overall value while understanding the critical factors unique to each deal to maximize the success of a transaction or the implementation of other value creation levers.

  • Quality of Earnings
  • Run-rate and pro forma analyses
  • Quality of assets / Net working capital
  • Net debt
  • Cash proofs
  • Purchase agreement considerations
  • Virtual data room management and organization
  • Financial model development and support
  • Enhanced periodic reporting of value creation KPIs
  • Interim support for key projects (CFO, VP of Finance, Corp Dev, etc.)
Our Services include:

Overall - Perform Buy-side and Sell-side due diligence, identify collaborations and cost saving, provide employee support, negotiation assistance, etc.

  • Provide Buyer / Seller a view of the normalized, pro-forma view of the target company's operations.
  • Key analyses include Quality of Earnings, Net Working Capital, Net Debt, and debt-like Items.
  • Preparation of analyses to facilitate negotiations for the transaction and purchase agreement.

Buy-side Transaction Advisory

  • Early identification of key deal issues while identifying critical value drivers and opportunities.
  • Advise the Buyer in purchase price negotiations, including what information to share based on diligence.
  • Coordinate with relevant stakeholders to increase deal certainty and the achievement of efficiencies sooner.

Sell-side Transaction Advisory

  • Leverage extensive M&A experience to apply a "Buyer's lens" to the transaction to uncover value levers to allow proactive Seller negotiations and increase the deal value.
  • Alleviate the burden on management teams and collaborate with investment banks to minimize distractions and ensure proper messaging to buyers.

Strategic Finance

  • Leverage deep financial experience to enable proactive companies to kickstart change, generate momentum, or provide an extra set of hands in the execution of value-creation plans.
  • Work closely with management in the modeling and execution of strategic events including establishing KPIs for the proper monitoring of critical growth initiatives.