Navigating Strategic Transactions

Our global team is comprised of experienced professionals with extensive transaction experience working with entrepreneurs, middle market businesses, private equity and Fortune 500.

Buy Side Due Diligence

Our mission is to provide you with top tier expertise at a reasonable cost while providing you the information necessary to make an informed investment decision.

  • Quality of earnings.

    Assessment of net working capital and indebtedness.

    Purchase agreement support.

    Reviewing closing cash, NWC, indebtedness, closing accounts, and transaction expenses.

  • Act as the inquiring financial expert of the company. Assist with managing external advisors, bankers, sellers, etc.

Sell Side Transaction Support

Our sell side advisory services take a proactive approach to readying a business for sale with the goal of maximizing shareholder value and running an efficient process.

  • Act as the financial expert representing the company’s management team during the due diligence process.

    Communicate during buyer meetings, due diligence with buy side team.

    Sell side quality of earnings – compilation of sellers adjustments to EBITDA.

    Coordinate with buy side and sell side advisors (diligence, bankers, lawyers, etc).

  • Assist in advance preparation of selling the business. Overall this can make for a more efficient process as well as increase the value of the business.

    1 Year Mark: Assist in “cleaning” financial data prior to going to market for a better presentation and cleaner story.

    2-5 Years: Evaluate current state and areas for improvement with the goal of sale in future years to maximize exit values. 

Entrepreneurship Through Acquisition (ETA)

ETA is a unique process that requires a delicate approach to due diligence.

  • ETA is a unique process that requires a delicate approach to due diligence.

    Our ETA diligence offering includes general guidance on what to expect from the overall M&A process.

    QoE lite options allow us to tailor our procedures to what’s important and keep costs down.

    A tiered work plan to keep costs down while you evaluate your investment. We provide a red flag assessment within the first week of diligence with minimal work so that we can avoid unnecessary dead deal fees that no one likes to see.

    Day 1 post acquisition guidance on potential areas for improvement and needs to establishing your new accounting / finance function.