Mergers & Acquisitions

Our advisors bring a hands-on, experienced approach to help you navigate upcoming transactions by providing pre-deal, deal, and post-deal advisory services. 

How we help

PRE-DEAL

  • Buy-side target identification
  • Sell-side exit preparation
  • Teaser & CIM developments
  • Preliminary due diligence
  • Data room document preparation
  • Acquisition modeling and pro-formas
  • LOI development and valuation reviews

DEAL

  • Buy and sell-side advisory
  • Due diligence project management
  • 'Quality of Earnings' review
  • Data room management
  • Purchase/Merger Agreements
  • Net Working Capital analysis
  • Pre-close and integration planning

POST-DEAL

  • Opening Balance Sheets & Purchase Accounting
  • NWC & closing statements delivery
  • 100-Day execution & transition
  • Transition Service Agreements
  • Audit Readiness
  • Backoffice and Ops stand-up strategy

Buy-side Advisory

An education organization seeking an acquisition required assistance in developing a target decision matrix and deal execution strategy

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