Scope of Services
Transaction Advisory Services
Mergers and Acquisitions Advisory
Pre-market Advisory
- Financial due diligence - review of historical financials and company history
- Identify value drivers and deal red flags
- Process improvements and value optimization
- Exit strategy assessment and development
- Valuation EBITDA adjustments
- Build financial models and projection analyses
- Develop story and position company for market debut
Sell-side Advisory
- Confidential Information Memorandum and teaser creation
- Data room creation and management
- Buyer outreach - curate list of strategic and financial buyers
- Evaluation of Indication of Interest or Letters of Intent
- Transaction structuring
- Management presentations
- Lead and manage due diligence process
- Coordinate review of purchase agreement with legal team
- Working capital analysis
- Quality of earnings review and EBITDA adjustment analyses and negotiations
Buy-side Advisory
- Seller outreach - curate list of acquisition targets based on buyer criteria
- Review and analysis of seller historical financials
- Create pro-forma and valuation analyses
- Transaction structuring
- Drafting of Indication of Interest or Letters of Intent
- Lead and manage due diligence process
- Management presentations
- Coordinate review of purchase agreement with legal team
- Quality of earnings and EBITDA adjustment analyses and negotiations
Pre/Post Acquisition Integration and Support
- Setup financial reporting requirements
- Creation of workflow and process documentation
- Onboarding of employees and new hires
- Software implementation and or migrations
- Financial Planning & Analysis
- Other ad hoc reporting support
Industries
- B2G (GSA Contracting, State and Local)
- Construction
- Manufacturing
- Professional Services
- Real Estate (Multi-family, Self Storage, Hospitality)
- Renewable Energy (Solar Photovoltaics)
- Retail/Wholesale