Buy Side

Identify potential risks and opportunities to assist strategic and financial buyers in maximizing value and preparing for an effective transition plan.

  • Quality of earnings analysis

  • Normalized EBITDA adjustments

  • Carve-out analysis

  • Working capital analysis

  • Purchase agreement review

  • Financial and operational insights to prepare a 100-day plan


Sell Side

Assist clients and their advisors in maximizing the transaction value, reducing the deal timeline, and improving certainty to close through a hands-on, data-driven approach.

  • Quality of earnings analysis

  • Net working capital analysis and positioning

  • Financial and accounting support and positioning

  • CIM/Management presentation validation

  • Negotiation assistance


Lender Services

Work with lenders to evaluate collateral or sustainable cash-flow of new investments or existing portfolio companies.

  • Quality of earnings

  • Cash flow analysis

  • Collateral eligibility assessment

  • Forecast review

  • Reporting enhancements


Provide clients with expertise following a transition to enhance value and resolve critical transaction issues.

  • Closing working capital

  • Earn-out analysis

  • Dashboard and other reporting enhancements

Post-Transaction ASSISTANCE