Image by Benjamin Child

M&A SERVICES

We specialize in providing M&A support services to investment banks, private equity firms, investors, and businesses who need additional finance & accounting support during any stage of the transaction process.

TRANSACTION READINESS

SELL-SIDE

We prepare businesses that are contemplating a sale or a capital raise. We ensure the company’s accounting records and financial analyses are accurate, organized, and ready to ‘go-to-market.’ 

BUY-SIDE

We help private equity firms and investors screen and analyze investment targets. 

WHO WE SERVE

  • Investment Banks & their clients before they 'go-to market'

  • Small & midsize businesses ("SMBs") preparing for a sale or a capital raise

  • Investors who want another set of eyes on acquisition targets

In a Meeting

DURING DUE DILIGENCE

During the due diligence process, we bridge the gap between investors, third-party diligence providers, and the sellers. We provide the necessary incremental accounting & finance expertise to ensure a successful transaction.

 

Services include: virtual data room organization, preparation of organized and accurate financial reports for investors & third-party diligence providers, and construction of lender forecast models.

WHO WE SERVE

  • Businesses owners, private equity firms, and investors who need additional accounting & finance support during the due diligence process

  • Private equity firms and investors who are seeking capital from lenders

Image by Myriam Jessier

POST-TRANSACTION

The first 100 days after an acquisition are critical for your investment's long-term success. We implement the proper financial reporting packages, budgets, and forecasts into your company. We also setup and integrate appropriate accounting systems.

WHO WE SERVE

  • Private equity firms and investors after a new acquisition

  • CFOs, executives, and business owners who lack the time to produce lender and investor reporting packages