Transaction Advisory Services

Stay confident at every stage of a potential acquisition or divestiture with our proactive approach. We offer modeling and projection services to analyze your financial outlook, and our expertise in tax and transaction structuring, along with letter of intent advising, gives you a strategic advantage in any M&A transaction.

We thoroughly evaluate potential acquisition targets by analyzing historical financial statements, assessing the quality of earnings (QoE) and net assets, and conducting in-depth assessments of risks and controls. Our comprehensive merger & acquisition services, covering tax compliance and transitional risk assessments, give you the clarity you need to make informed decisions.

We help you navigate deals with confidence and precision by structuring and negotiating favorable terms. When transactions move towards execution, we review purchase agreements to ensure the terms align with your unique goals. As a trusted transaction advisory partner, we analyze purchase price adjustments and settlements and offer our expertise in the transition and integration planning phase to seamlessly execute the deal structure.

Our commitment doesn’t end after a deal closes. We position you for long-term success by assisting with purchase price settlement and allocation to ensure disputes are resolved, and financial reporting and taxes are correct. Our team works alongside yours to provide purchase accounting assistance, opening balance sheet validation and other transition assistance to maintain accurate and compliant financial statements.

Our financial due diligence M&A process examines historical financial statements, quality of earnings, net working capital and key risk factors to give you an accurate view of the business. Whether you are the buyer or the seller, our findings inform negotiations, deal structure and purchase price.

For buyers, our buy-side M&A advisory services start with target evaluation and extend through closing and integration. We help you assess whether an acquisition fits your strategic and financial goals, identify risks early and negotiate terms with confidence.

For sellers, our sell-side M&A advisory work helps you present your business in the strongest possible light, anticipate buyer due diligence questions and maximize value. We work alongside you from pre-deal preparation through the final close.