Our industry-focused professionals partner with our clients to assist in making informed decisions, setting strategic M&A goals, and prioritizing and accessing opportunities for growth. We dive into the details to identify gaps and synergies of a prospective target. From analyzing key market considerations and testing the strategic rationale against business goals, to conducting thorough due diligence, integrating, and creating post-close success, we help our clients build a sustainable process for acquisition success throughout the transaction lifecycle.

Our team performs key analyses, including Quality of Earnings (QofE), Indebtedness, and Net Working Capital on historical and forecast results. We are flexible in our approach to buy-side due diligence, and recognize that buyers may need everything from a limited scope QofE report, to a fully integrated due diligence on the buy side which brings together QofE along with IT, HR, tax, and operational diligence.

Our sell-side diligence services help clients capitalize on opportunities and achieve successful outcomes by proactively identifying and resolving potential financial and operational issues.

We collaborate with clients, investment banks and advisors, and legal teams to guide and support clients’ transactions. Our sell-side services include preparing consistent and reliable financial reporting and forecasting, organizing and managing data, presenting historical and pro forma results, and strategically positioning deal priorities. Our work forms the basis for QofE analyses, financial models, Confidential Information Memorandum/Management Presentations, and buyer diligence workstreams and expectations.

We collaborate with companies and their stakeholders across the divestiture lifecycle to help accelerate the deal timeline and enhance the certainty of close. From the initial assessment and planning phases, to execution, transition, and post-close optimization, we successfully guide both sellers and buyers through the most complex transactions.

We provide clients with a comprehensive analysis of a target company’s tax profile, including the assessment of current and future tax liabilities, identification of tax risks and opportunities, and evaluation of alternative deal structures. Our services ensure clients are equipped to address potential tax implications, optimize transaction value, and execute post-deal tax strategies effectively.

We offer clients a forward-looking operational analysis of a target company, including operational assessments, revenue/cost/cash improvement identification, and future state roadmap development and implementation.

Working with lenders, our M&A solution includes due diligence, field exam services, and comprehensive forecast reviews to highlight the risks and opportunities associated with growth, working capital requirements, or underperformance of target companies. Our lender services are also customized to provide due diligence for both cash-flow and asset-based investments.

Every deal is different. We tailor integration solutions for each client's unique needs given the complexities involved. We collaborate with all stakeholders and focus on synergy milestones, implementing a sustainable operating model, reducing business interruption, and delivering critical communications.