Transaction Advisory

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Strategic decisions, made easier.

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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.

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solution overview

Buy-Side Financial Due Diligence
  • Quality of Earnings and Revenue
  • Analyses of Working Capital, Debt and Debt-like Items, and Profitability
  • Debt and Debt-like Items and Profitability
  • Analyses of Business Trends and Potential Risks
  • Accounting Systems Assessments
  • Carve-outs
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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
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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 and profits analysis
  • Transfer pricing compliance
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IT Due Diligence
  • IT
  • Cybersecurity
  • Compliance and Data Privacy
  • Corrective Action Plan Development
  • Remediation Assistance
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Commercial Due Diligence
  • Competitive Landscape
  • Market Sizing and Opportunity
  • Customer Segmentation and Analysis
  • Strategy and Revenue Expectations
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Operational Due Diligence
  • Synergy / Savings Opportunities and Identification
  • Cash Flow Projections
  • Production Assessment and Opportunity
  • Supply Chain Assessment
  • Equipment / Assets Considerations
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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
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Our Technology Stack

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Our Solutions

Our team of professionals collaborate with customers to:

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Develop company specific accounting solutions, ranging from general ledger bookkeeping and analysis to comprehensive accounts preparation to full-service outsourced CFO support.

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Identify areas for financial, operational, and procedural improvement throughout the organization.

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Anticipate future evolutions in the market and develop forward-looking strategies that drive greater efficiency and increase profitability.

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FEATURED insight

Assisting in the acquisition of 10 veterinary practices

Assisting in the acquisition of 10 veterinary practices

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Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

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