We Bring Perspective

With deep M&A experience and expertise in complex financial transactions, clients can feel confident knowing we bring the patience and perspective to help them work through challenges and achieve their long-term visions. Our team of accounting and finance professionals have extensive experience working with corporate acquirers, private equity firms, and entrepreneurs and founders and are ready to help you achieve your goals by minimizing risks and maximizing returns.

Services Offered

  • Quality of Earnings Analysis and Report
  • Working Capital Analysis
  • Analysis of debt and debt-like items
  • Accounting Policy and Process Assessment
  • Tax Due Diligence
  • Financial Forecast Assessment
  • Tax Exposure Classification and Quantification
  • Sell-Side Transaction Preparation
  • Purchase Price Allocation Assistance
  • Opening Balance Sheet Adjustments
  • Post-Acquisition Integration Assistance

Customized Experiences

Buy-Side

We thoroughly analyze and validate financial, operational, and strategic information to identify potential deal breakers, key business drivers, and any other areas of concern. This allows you to better determine if the deal is right for you. We assist buyers with:

  • Assessing the target’s quality of earnings and free cash flow;
  • Determining accounting policy impacts to EBITDA;
  • Evaluating working capital trends;
  • Analyzing balance sheet accuracy and viability;
  • Identifying potential off-balance sheet items;
  • Assessing the sustainability of forecasts; and
  • Classifying and quantifying tax exposures.

Sell-Side

An investment in professional pre-sale due diligence allows sellers to address issues before identifying a buyer, or in response to a potential buyer’s assessment. Benefits include:

  • Improving the accuracy of historical and projected financial information;
  • Increasing the credibility and transparency of financial statements, especially when there has not been a financial statement audit performed;
  • Accelerating the time to close by collaborating with investment bankers to address risks early in the process;
  • Identifying adjustments that positively impact EBITDA, which potential buyers typically do not disclose; and
  • Augmenting internal management resources needed to complete the transaction.

Customized Experiences

Buy-Side

We thoroughly analyze and validate financial, operational, and strategic information to identify potential deal breakers, key business drivers, and any other areas of concern. This allows you to better determine if the deal is right for you. We assist buyers with:

  • Assessing the target’s quality of earnings and free cash flow;
  • Determining accounting policy impacts to EBITDA;
  • Evaluating working capital trends;
  • Analyzing balance sheet accuracy and viability;
  • Identifying potential off-balance sheet items;
  • Assessing the sustainability of forecasts; and
  • Classifying and quantifying tax exposures.

Sell-Side

An investment in professional pre-sale due diligence allows sellers to address issues before identifying a buyer, or in response to a potential buyer’s assessment. Benefits include:

  • Improving the accuracy of historical and projected financial information;
  • Increasing the credibility and transparency of financial statements, especially when there has not been a financial statement audit performed;
  • Accelerating the time to close by collaborating with investment bankers to address risks early in the process;
  • Identifying adjustments that positively impact EBITDA, which potential buyers typically do not disclose; and
  • Augmenting internal management resources needed to complete the transaction.

More Services

There's no "one size fits all" approach to what you or your business needs. Learn more about how we can help you chart a path forward.

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