Modeling, Data Analysis, and Transaction Support

Whether on the buy- or sell-side of a transaction, analyzing data at the most granular level provides a clearer picture of the business and the road ahead.

Sell-Side Support

For clients selling a business, we ensure that the underlying financial and operational data support its story. This often means normalizing historical results down to a granular level and presenting them in various aggregations such as by geography, business unit, service, and product.

Then we’re able to develop and layer projections along with historical data to provide prospective buyers with a crystal clear picture of the opportunity and value.

In any buy- or sell-side scenario, our background in investment banking and private equity gives our clients an edge.

We effectively become an extension of the company’s management team, supporting communication between buyer and seller, structuring and managing the flow of information, and ensuring that it stands up to the buyer’s scrutiny. Our engagements last from the initial decision to sell through to close.

Buy-Side Support

For clients buying a business, we can perform industry-standard confirmatory due diligence (FDD/QoE), but we can also start our work earlier. We are able to add additional value for our clients by helping them build their initial valuation model to determine their entry multiple and entry debt levels.

The combination of our data analysis, modeling, and financial due diligence not only helps corroborates the seller’s numbers but enables our buy-side clients to be more efficient with their time. This frees our clients to evaluate more promising opportunities and to take advantage of increased bandwidth.

  • David Wolinsky
  • T +1 (424) 220-6800

Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
 
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations.

Transactions

Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling and navigation of capital markets — is key to shining light on an opportunity. Our M&A transaction services help with the granular financial details so our clients can close more deals.

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Transitions

The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation with minimal disruption, especially in the finance department.

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Transformations

Significant change means development but can also introduce risk. Our M&A transformation services help to develop and execute thoughtful strategies that preserve underwritten value while simultaneously de-risking change and creating enterprise value.

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Industry Experience

Power & Energy

As the needs for power increase worldwide, new opportunities arise for savvy private equity firms to take advantage of M&A trends.

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Automotive

While consumers demand the latest in technology on their commutes, deal competition is fierce to lead the sector.

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Building Products

In an industry where external factors loom large, successful value creation through M&A allows for steady growth.

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Business Services

The push to deliver services faster and more effectively to consumers has created an active M&A market.

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Consumer Goods

Driven by strong competition, the sector presents increasingly diverse opportunities for deals.

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Entertainment & Media

As the industry changes to keep pace with consumers and technology, M&A facilitates the hunt for one-of-a-kind assets.

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Healthcare

Under pressure from changing legislature, compliance requirements and consumer needs, healthcare deals must be conducted thoughtfully.

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Industrials

Oil and gas, metals and mining, and power and utilities see strong growth factors driven by innovation and efficiency.

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Retail

To better catch consumers’ attention, the industry looks to M&A deals to broaden its opportunities for value creation.

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Technology

In a sector where business innovation is particularly likely to create value, tech deals need focus and attention to mitigate risks.

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Transportation & Logistics

As more companies in the sector consolidate, value creation comes from both expanded offerings and innovative technologies.

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Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.

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