We provide timely identification of financial risks of proposed transactions and integrated post-closing financial services.

Transaction advisory services to buyers, sellers and transaction lenders.  

• Pre-transaction financial due diligence of sellers and, for buyers or transaction lenders, acquisition targets.

• Quality-of-earnings analysis (normalized, GAAP-compliant EBITDA).

• Analysis of revenue sources, trends and concentrations.

• Margin and other ratio trend analysis.

• Working capital and capital expenditure analysis.

• Asset quality and debt-like items analysis.

• Purchase agreement review. Asset/liability definitions, working capital adjustment provisions, sellers’ accounting-related reps and warranties, definitions used in earnout provisions.

• Company valuation, including financial forecasts and synergy identification.

• Financial presentations for inclusion in sellers’ confidential information memoranda.