Guiding Complex Transactions: Expert Advisory for Financial Modeling, Structuring, and Due Diligence

Our transaction advisory professionals provide expertise, strategic insights, and practical guidance to help companies successfully navigate complex transactions and financings. Our team has strong experience providing services such as financial performance analysis financial modeling, transaction structuring, and due diligence services. We provide expertise thorughout the transaction process, including:

Sell-Side M&A Pre-Transaction Planning
- Assess the current status of your company and prepare a detailed project plan and timeline
- Provide guidance on optimal deal structure, including consideration type (cash, stock, debt, etc.), transaction terms, pricing, and tax impact
- Identify tax optimization strategies
- Research and create a list of potential acquirers
- Evaluate your Company’s financial statements and identify add-backs and areas to be converted US GAAP
- Prepare a dynamic financial model to support your Company’s valuation and provide a comparative analysis among potential deal terms
- Create pitch decks and other presentations for potential acquirers
Sell-Side M&A Transaction Support
- Manage the due diligence process, including collaborating with points of contact to obtain necessary documents and organizing files
- Build out and manage data room
- Manage outreach process for contacting potential acquirers
- Present pitch deck to potential acquirers
- Evaluate terms of letters of intent (LOI’s) and advise on deal terms and structuring
- Prepare quality of earnings (QoE) report
Debt Raise Process Management
- Prepare a dynamic financial model to clearly define the anticipate uses of debt and show the Company’s ability to repay debt
- Create debt deck
- Research bankers and create a list of potential lenders based on your Company’s financials, required loan amount, and desired loan terms
- Manage outreach process for contacting potential lenders
- Present pitch deck to potential lenders
- Evaluate terms of financing options and assist with negotiating optimal terms and conditions

Navigate complex accounting with ease – Contact us for bespoke solutions and expert advice.

Guiding Complex Transactions: Expert Advisory for Financial Modeling, Structuring, and Due Diligence

Navigate complex accounting with ease – Contact us for bespoke solutions and expert advice.

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