We serve as a strategic partner in the transaction process and execute our services with precision, while always with a lens on the broader transaction strategy. Whether supporting a business divestiture or a potential acquisition, our process begins with orienting our approach to our client’s goals in value creation. We specialize not only in analyzing the financial results of businesses, but in assessing the overall profit model and key financial and operational drivers of the businesses performance.

 

We meet our client’s where they are in the deal process, with the ability to serve as a partner through many stages of the deal lifecycle with a focus on core expertise within financial due diligence and execution support. Areas of focus in our services include:

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• Sell-side “deal readiness” advisory including early stage earnings assessments and advisory on accounting and financial  processes and procedures to prepare our client’s for a potential divestiture.

• Pre-LOI due diligence including preliminary assessment of target acquisitions and advisory on key valuation and deal considerations.

• Core financial due diligence procedures including Quality of Earnings analysis, net working capital, debt and liabilities analysis, and detailed financial analysis of performance drivers.

• Deal execution support including assisting Client and key advisors in purchase agreement drafting and review process, net working capital and closing mechanisms, and other financial and tax related structuring considerations.

• Post deal support through financial reporting and system integration, optimization of post transaction accounting processes and procedures, and adjusted earnings / EBITDA driven modeling and reporting.