Guidance at every stage of the transaction.
From target identification and due diligence through structuring, close, and post-merger integration.
Comprehensive advisory support for privately held, middle-market companies pursuing a transaction — the evaluation of opportunities, the diligence that tests them, the structuring of terms, and the integration that follows close.
- Buy-side and sell-side financial due diligence
- Identification of risks and opportunities across financial and operational areas
- Quantification of issues by impact on price, working capital, escrow, and indemnities
- Detailed findings reporting to support informed decision-making
- Deal structure analysis, including rollover equity, seller notes, and earnouts
- Working capital peg development and post-close true-up modeling
- Earnout design and sensitivity testing against management forecasts
- Negotiation support grounded in supporting analysis
- Sources and uses, debt capacity, and returns analysis
- Scenario and sensitivity modeling on price and structure
- Financing analysis to support capital raising, refinancing, and recapitalization
- Financial modeling to support investment decisions
- Market mapping and screened target shortlists
- Fit and valuation assessment for prospective acquisitions
- Origination and approach strategy support
- Integration planning and day-one readiness
- Opening balance sheet preparation and post-close reporting
- Synergy tracking and realization measurement
- Finance function transition and combined close readiness
Experience across the full transaction lifecycle.
Engagements are led by a partner with experience on both sides of the transaction table — as an advisor to buyers and sellers across more than a hundred M&A transactions, and as CFO inside growing middle-market companies. All work is conducted in strict confidence.
End-to-end support
One advisory team from origination through integration.
Practical, decision-ready deliverables
Analysis prepared to be acted on.
Terms backed by analysis
The price, the working capital peg, and the earnout each supported by work you can put in front of the other side.
Post-close follow-through
Integration support that continues beyond the closing date.
How ready is your business to sell?
Eight questions on the things a buyer actually scrutinizes — records, concentration, owner dependence — with an instant readiness score and the areas to work on first.
Related insights
More insights →Let’s talk about what’s next.
No obligation — just a conversation. You’ll hear back from us directly, usually within one business day.