Our Services
Whether you are buying, selling, reorganizing, or investing in a business, you know that all transactions involve both risk and opportunity. Our dedicated and experienced Transaction Advisory Services team will advise you through every stage of the transaction life cycle. By leveraging our team’s analytical skill and real-world experience, we deliver data-driven insights to help reduce risk and maximize transaction value.
Our transaction advisory team includes financial, tax, IT, and management consultant professionals that partner with private equity firms, family offices, mezzanine funds, and public and private companies in the middle market across a broad range of industry verticals. We tailor our approach for each engagement to focus on strategic objectives and key deal points to provide sound advice and insight to help you make the right decision.
Buy-Side Financial Due Diligence
Quality of earnings and revenue
Analyses of working capital, debt and debt-like items, and profitability
Analyses of business trends and potential risks
Accounting systems assessments
Carve-outs
Sell-Side Financial Due Diligence
Quality of earnings and revenue
Analyses of working capital
Carve out assistance and issues
Data room and buy-side request assistance
Technical accounting matters
Tax Due Diligence & Structuring
Advice and modeling
Tax optimization and structuring
Assessment of income tax methods
Tax compliance and exposure analysis, including federal, state, international, and indirect taxes
Tax attribute limitation analysis
Earnings & Profits analysis
Transfer pricing compliance
Commercial Due Diligence
Competitive landscape
Market sizing and opportunity
Customer segmentation and analysis
Strategy and revenue expectations
Post-Transaction Services
Working capital true-up assistance
Purchase price allocations and disputes • Financial modeling
100-day plan – post-merger integration services
Assurance and tax services
Operational Due Diligence
Synergy / savings opportunities and identification
Cash flow projections
Production assessment and opportunity
Supply chain assessment
Equipment / Assets considerations
IT Due Diligence
IT, cybersecurity, compliance and data privacy
Corrective action plan development
Remediation assistance