Transaction Advisory Services

Our professionals work closely with clients to help them make better and more-informed decisions about how they strategically manage their capital transactions. Advising our clients throughout each phase, whether they are raising, investing, optimizing, or preserving capital, we’re able to help companies consider their issues and challenges and, more importantly, understand their options at every stage of the capital life cycle. In doing so, our professionals bring together a combination of unique skill, insight and experience to deliver valuable and tailored advice to the heart and soul of your business.

Financial Due Diligence

  • Assessment of sustainable earnings / free cash flow

  • Analysis of key revenue and cost drivers

  • Identification of balance sheet exposures

  • Assess operating working capital needs

  • Quality of Earnings review

  • Analysis of key revenue and cost drivers

  • Critique of forecast

  • Review and input on closing deal structure

  • GAAP / cash accounting differences

  • Review and commentary on contracts and agreements

Restructuring Services

  • Advice on liquidity management process

  • Advice on pre-bankruptcy and divestiture planning

  • Accounting assistance

  • Assessment of business plan and strategic alternatives

  • Pre/post-restructuring tax planning and tax reporting

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Tax Due Diligence

  • Analysis of federal, state and local tax risk

  • Identification of post-transaction tax saving opportunities

  • Review and commentary on contracts and agreements

  • Evaluation of significant historical tax exposure

  • Tax-efficient acquisition structuring

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Divestiture Advisory Services

  • Carve-out financial statements for business segments

  • Pre-sale financial and tax due diligence from a buyer’s view

  • Data room support

  • Pre-sale advisory

  • Portfolio / business unit valuation assessment

  • Transaction model development

  • Assessment of alternative tax structures

Operational Transaction Services

  • Integration of systems, people and processes

  • Synergy assessment and cost reduction

  • Operational due diligence

  • Assessments of carve-out / stand-alone entity

  • Day-one readiness assessment

We are here to help you through new ventures, rapid expansions and even through hard times