Corporate Finance and M&A Advisory

We are highly experienced in assisting business owner’s and management execute growth and exit strategies. We understand the complexities of a transaction including risk, structure, liquidity, and capital requirements.

Maximizing shareholder value and ensuring liquidity is ultimately our objective in exit strategies whether they are company sales or corporate divestitures. We perform comprehensive analysis in order to assess value from both financial and strategic perspectives.  We develop tailored marketing plans and pursue a transaction strategy through our US and global networks that results in a successful transaction and close.

Acquisition advisory services include an understanding of management growth objectives, establishing criteria for target development, target identification and evaluation, negotiations, debt and equity capital raise, due diligence, quality of earnings assessments, transaction structure and close.

Corporate Finance and M&A Advisory include:

  • Acquisition Advisory
  • Corporate Divestitures
  • ESOPs
  • Financings
  • Sell-Side Representations

Transaction Services include:

  • Analysis of Financial Forecasts
  • Buy-/Sell-side Due Diligence
  • Carve-out and Stand-Alone Analyses
  • Cash Flow Reconciliations and Cash Proofs
  • Closing and Opening Balance Sheet Review
  • Completeness of Liabilities Determinations
  • Pro Forma Modeling
  • Purchase Agreement Support
  • Quality of Earnings Assessments
  • Quality of Net Assets Determinations
  • Transaction Structure
  • Valuations