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
Meet Our Transaction Advisory Leadership Team
