Transaction Advisory
Precision in mid-market diligence & valuation
We reject the arbitrary closing dates and "black box" work product of high-volume shops. Our financial due diligence and valuations deliver the absolute operational truth that private equity demands.
Core Capabilities
Meticulous financial scrutiny
We analyze target companies across industrial, healthcare, and business services sectors, uncovering structural risks before capital is committed.
Quality of Earnings
Quality of Earnings and Working Capital analysis provide prospective stakeholders with a clear and impartial assessment of the target company's historical profitability and current financial health. We approach both buy-side and sell-side in the same fashion and do not attempt to exaggerate realities. Pro-forma analysis are limited to what we believe we would accept.
Our workbooks are designed to be clear, concise and easy to navigate. We limit the amount of worksheets to the absolute minimum to allow stakeholders to focus on key issues, reference supporting analysis when needed and avoid getting lost in an overly complex workbook.
Private Equity Valuations
Private equity valuations encompass an in-depth analysis of five years of historical financial data alongside a robust three-statement financial model forecast. The future performance of each target company is firmly linked to its business model. We develop thorough revenue and cost forecasts that are tailored to the unique circumstances of each company. Key factors such as headcount, physical capacities, and sources of capital are meticulously evaluated and integrated, resulting in a realistic and reliable projection of the target company's future.
Situational Advisory
Throughout the lifecycle of any organization, various circumstances may arise that necessitate specialized managerial guidance. This could encompass preparing a business for a potential transition or addressing specific operational or strategic areas that require targeted expertise. In such cases, external support can play a vital role in ensuring the organization is well-positioned to meet its objectives and effectively tackle specific challenges while management maintains its routine responsibilities.
Combined transactions worth of $7 billion equity value
Over 350 private equity valuations
The Timeline
Quality of Earnings - We structure these engagements based on a six-week timeline.
01
02
03
Two weeks of data collection and initial management meetings
Two weeks of focused analysis and quantitative meetings.
An additional two weeks dedicated to validation of insights and documentation.
The first two weeks are typically allocated to data collection and databook build. An initial management meeting will be scheduled to understand the qualitative portion of the business.
Weeks three and four are dedicated to financial analysis and additional management meetings. We will schedule a meeting to discuss monthly trend analysis of the income statement and balance sheet. Most financial irregularities will be identified at this point.
Weeks five and six are spent confirming insights, requesting backup where necessary and documenting our findings.
The Timeline
Valuation - We structure these engagements based on a four-week timeline.
01
02
03
Two weeks of data collection and management meetings
Two weeks of focused analysis and quantitative meetings.
The last week is dedicated to validation of insights and documentation.
The first two weeks are equivalent to the first four weeks of a Quality of Earnings engagement. Data requests are usually less allowing us quicker entry to focused analysis and management meetings.
Weeks three and four are dedicated to market analysis and confirmation of assumptions.
Week four is spent confirming insights, requesting backup where necessary and documenting our findings.
Secure absolute clarity
Initiate a confidential discussion to feel confident in your next mid-market transaction.