Transaction Advisory

Because every transaction deserves proactive due diligence.

Good investment decisions rely on solid data. So, we dive deep into historical and forecasted numbers, as well as operational context. With a range of due diligence and advisory services, we evaluate every risk and reward so you can have a clear decision path forward in your transaction.

0+
Transactions Completed Annually
$0 M+
Target Niche Revenue Size
0+
Key Industries with Expertise

Our specialties

  • Buy-side transactions
  • Sell-side transactions
  • Carve-outs
  • Recapitalizations
  • ESOPs
  • Mergers

Due Diligence

From buy-side to sell-side, our transaction pros evaluate each deal across a full spectrum, prioritizing financial, tax and operational due diligence. By doing so, we help sellers and buyers avoid surprises, expedite the process and simplify the transaction close. All with maximizing the deal value in mind.

  • Quality of earnings analysis

  • 13-week cash-flow models

  • Cost optimization models

  • Working capital analysis

  • Tax compliance and structuring

  • After-tax proceeds assessment 

  • Purchase price allocation analysis

  • Operational due diligence