Helping stakeholders achieve success
Who We Serve
Buyers | Sellers | Business Owners | Private Equity
Family Business Offices | Lenders | Attorneys
Deal Space & Size
Lower Middle Market | Annual Revenues up to $100M
Transaction Issues Addressed
Where We Can Help
- Quality of earnings & cash flows
- Working capital analysis
- Reliability of data
- Identification of hidden costs & "deal breakers"
- Reasonableness of projections
- Sensitivities surrounding value drivers
- Tax structuring & planning
- Choice of entity
- Assistance with debt financing
Key Components
Quality of Earnings including EBITDA analysis and diligence aimed at key deal drivers that typically include:
- Customer and vendor analysis
- Gross margin and operating expenses analyses
- Validation of management adjustments and identification of diligence adjustments
- Working capital analysis
- Proof of cash to verify company revenues and expenses
- Tax diligence
Full Range of Services
- Buy-side & sell-side due diligence
- Quality of earnings reports
- Deal structuring and M&A advisory
- Assistance with senior debt financing
- Operating efficiency reviews
- Discounted cash flow preparation & analysis
- Year-end audit
- Succession & exit planning
Service Delivery Pillars
- Dedicated transaction advisory services team with extensive experience in the lower middle market
- Tailored and collaborative approach to determine project scope based on client needs and industry variables
- Field-proven process that spans the entire deal cycle
- Completion of projects with urgency, moving as quickly and efficiently as possible
- Timely and concise communication regarding project status and upon identification of significant deal issues
Due Diligence
The main goal of the Due Diligence process is to identify any discrepancies between what is reported and what is actually happening. Performed to protect both parties, but primarily the purchaser, Due Diligence uncovers potential liabilities and financial matters to make sure nothing is hidden.
