TRANSACTION SERVICES
We leverage our extensive deal experience to assist lower middle-market private equity firms, businesses, and investors during any stage of the transaction process.
- Buy-side Quality of Earnings analyses for investors and acquisitive businesses
- Sell-side Quality of Earnings analyses before businesses go to market
- Net Working Capital and Net Debt analysis
- Identify financial and accounting risks
- Maximize value with vetted financials and numbers
Quality of Earnings
ACCOUNTING CLEAN UP FOR A TRANSACTION
- Historical accounting clean up in preparation for a transaction
- Ensure financial records and analyses are organized and reconcile to each other
- Maximize value and attract high-quality investors
- Clean up and professionalize the Chart of Accounts
- Verify that accounting policies and procedures are consistent and accurate
- Due diligence support throughout the transaction process
- Client liasion between seller, buyer, and third-part due diligence providers
- Participate in calls with buyers and third-party diligence providers
- Prepare financial analyses and reports
- Virtual data room management and organization
DUE DILIGENCE SUPPORT
DUE DILIGENCE ON TARGETS
- Assist investors and acquisitive businesses in assessing acquisition targets
- Identify business and strategic risks
- Assess accounting processes and procedures
- Analyze long-term opportunities and market dynamics
- Prepare investment memos and other investor presentations
- Develop dynamic and user-friendly financial models
- Financial forecasts, leveraged buy-out models, merger models
- Tools for investors to better understand growth strategies and scenarios
- Help business owners develop long-term business and growth plans.
- Identify key revenue, cost, and growth drivers