Home About Us Services Our Partners Careers Press Room Offices Contact Us


See a graphic explaining our integrated, multi-disciplinary approach

Merger & Acquisition Services:

Whether you are on the buy-side or sell-side of a deal, our Transaction Advisory Services group is your advocate throughout the entire lifecycle of the transaction.  From valuation to structuring, from due diligence to closing and beyond, our integrated approach proactively identifies and tackles the issues.  With penetrating analysis driven by specialized expertise and an operational perspective, we go beyond the numbers to provide actionable insight as to the risks and opportunities of the deal.

Our Transaction Advisory Services are comprised of numerous functional specialties that are deployed and coordinated to address the particular needs of our client and the specific attributes of the individual transaction:

Buy-Side Services

  • Valuation of target company
  • Financial modeling and projections
  • Tax structuring
  • Capital structuring, sourcing and negotiation
  • Financial and tax due diligence
  • Review and negotiation of purchase-and-sale agreement
  • Post-closing purchase price adjustments
  • Purchase price allocation (book and tax)
  • Post-acquisition integration

  • Sell-Side Services

  • Valuation
  • Value enhancement
  • Fairness opinions
  • Readiness assessment
  • Prep-for-sale
  • Carve-outs
  • Tax optimization
  • Reverse due diligence
  • Review and negotiation of purchase-and-sale agreement
  • Post-closing purchase price adjustments
  • Our Transaction Advisory Services have supported a broad spectrum of deals involving venture capital and private equity firms, large privately-held, multi-generational companies, emerging growth businesses, micro-cap and multi-national public companies, and spin-offs and carve-outs.