Transaction Advisory
Navigate Complex Transactions withConfidence
In a high-stakes deal environment, clarity
is your most valuable asset. Whether you are acquiring a competitor, divesting
a division, or restructuring capital, our Transaction Advisory team provides
the rigorous analysis and objective insights you need to mitigate risk and
maximize value.
We combine deep technical expertise with a
pragmatic understanding of deal dynamics to support you at every stage of the
transaction lifecycle.
Our Core Transaction Services
Due Diligence & Financial Insights
- Quality of Earnings (QofE): Go
beyond the surface of audited financial statements. We analyze the
sustainability of historical earnings, identify non-recurring items, and
uncover potential risks to future cash flows.
- Diligence Valuation: Get an early,
accurate read on the value of a target to inform your bidding strategy and
negotiation leverage.
- Field Exams: We perform on-site
verifications of assets, ensuring that the collateral supporting your
transaction is documented, existence-tested, and secure.
Fairness & Solvency Opinions
- Fairness Opinions: Provide your
Board of Directors and shareholders with an independent, third-party
assessment of whether the financial terms of a transaction are fair from a
financial point of view.
- Solvency Opinions: Mitigate risk in
leveraged buyouts, dividend recapitalizations, or spin-offs by confirming
the post-transaction entity remains solvent and adequately capitalized.
Valuation for Financial Reporting &Tax
- M&A Purchase Price Allocation (IRC 1060): Ensure compliance with GAAP and IRS requirements by accurately
allocating the purchase price to tangible and intangible assets.
- IP Valuations: We quantify the
value of patents, trademarks, trade secrets, and proprietary technology to
support licensing, sales, or litigation.
- Valuations (Diligence or Acquisition Financing): Tailored valuations specifically designed to satisfy the
requirements of lenders and private equity sponsors.
Technical Asset Advisory
- Capex & Maintenance Study: Gain
a clear picture of future capital requirements and the remaining useful
life of key assets.
- Physical Inspections / Reconciliation of Working Capital: We bridge the gap between the balance sheet and the floor,
ensuring inventory and equipment accounts reflect reality.
- Condition Assessment: Expert
evaluations of the physical state and operational efficiency of machinery,
equipment, and facilities.
Strategic Capital Events
- Shareholder Buyouts: Objective
valuations to facilitate fair transitions between exiting and remaining
partners.
- Sale-Leaseback Valuations: Unlock
liquidity from your real estate or equipment while maintaining operational
control through expertly structured valuations.
- Capital Raise Support: From
modeling to pitch deck validation, we provide the financial rigor
necessary to attract debt or equity investors.
Why Partner With Us?
- Speed & Certainty: We
understand that time kills deals. Our team is structured to move at the
pace of your transaction without sacrificing depth.
- Multidisciplinary Approach: By
blending financial due diligence with physical asset assessments, we
provide a 360-degree view that traditional accounting firms often miss.
- Conflict-Free Advice: As
independent advisors, our primary loyalty is to the integrity of the data
and the success of your transaction.
