Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling to navigating the 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.
Intense competition for deals in today’s market creates the need for fast, precise, and accurate decisions based on thorough data analysis. Whether a merger, acquisition, divestiture, joint venture, or strategic alliance, every deal has to move quickly and decisively in order to reveal value and maximize opportunities.
FDD and Financial Modeling
From confirmatory due diligence to post-LOI, we provide financial due diligence (FDD) and financial modeling through all stages of a transaction. Our team can engage as early as the screening stage and works as a true partner to help evaluate the potential of the investment opportunity.
We also provide a full suite of capital-related services including capital raises for transactions and growth strategies as well as ongoing debt-related capital activity. We can also serve as our private equity clients’ outsourced capital markets arm, managing capital across their entire portfolio along with our other transaction, transition, and transformation services.
We analyze the potential of a deal at a granular level so our clients can focus on strategy and investment thesis.
In every circumstance we tailor the scope of our work to the level of detail our clients need:
- Financial, operational, business, and confirmatory due diligence and reporting (QoE, DDL, and NWC)
- Financial modeling, investment valuation, and structuring
- Capital raises and ongoing debt-related capital activity
- Carve-out considerations
- Negotiation strategies and purchase price adjustments
- Value creation initiatives
Our outsourced services speed the deal process and uncover deal value by helping our clients get in front of issues — or avoid them altogether.
By understanding M&A transactions from a private equity mindset, and offering resources with complementary strengths and skillsets, we’re able to become our clients’ partners throughout the M&A lifecycle.