Transactions

Transactions

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We advise corporate and financial clients across the deal life cycle, bringing deep deal experience coupled with on-point industry experts to structure, conduct due diligence, integrate, value, and communicate around the transaction. Being a public corporation and consulting firm, we are free from audit-based conflicts and restrictions, allowing us to provide a full suite of services, including projected financial information.

Our Service Offerings:

• Pre- and Post-Deal Advisory
• Pre-Deal Advisory incorporates data room review; working capital target and phased due diligence
• Post-Deal Advisory contains closing working capital and 100 day plan execution
• Merger Integration and Carve-outs
• Merger Integration includes integration management office; strategic blueprint and integration roadmap; value driver planning and execution; synergy optimization and delivery; clean room services; Day 1 thru Day 100+ cross functional interim and desired state planning and execution; systems planning and integration; process assessment and optimization; customer experience; revenue acceleration and sales effectiveness; organizational design and change management and communications
• Carve-outs contains target clients; due diligence; Day 1 readiness; transaction service agreements; new company stand-up and post-close execution
• Due Diligence
• Financial Due Diligence involves assessing historical performance; sensitizing projected performance; reviewing working capital trends; assessing balance sheet exposure;identifying integration challenges and purchase negotiation
• Commercial Due Diligence
• Operational Due Diligence encompasses shop floor process; asset utilization; labor productivity; supply chain management; spans and layers; systems architecture and working capital and capital expenditures
• IT Due Diligence
• Legal and Regulatory Due Diligence combines anti-trust regulatory compliance; data mapping and analysis; review contracts and data separation and merging
• Valuation entails transaction opinions; strategic advisory and transaction support; financial reporting and tax opinions and litigation support
• Transaction Communications and Regulatory Approval encompasses stakeholder analysis; document development; media relations; scenario planning and direct advocacy
• Investment Banking and Portfolio Company Refinancing contains sell-side M&A; buy-side M&A; capital raising (debt and equity) and strategic advisory
• Tax Structuring and Planning consists of tax due diligence and structuring support; financial restructuring advisory and compliance and private wealth and family office advisory

Industry Expertise

We lead with our industry expertise, working side-by-side with management, boards of directors and investors to help align business activities to a critical few priorities, striking a balance between short-term and long-term goals. Our approach is rooted in our industry strength and product depth. Our deep bench of senior-level industry practitioners understand our clients’ challenges, opportunities and competitive landscapes. We offer expertise in the following industries: