Our Transaction Services offerings are designed to help maximize the value of your investment from the outset. We partner with private equity firms and their portfolio companies across the investment lifecycle—from financial and operational diligence through value creation and exit.
Financial Due Diligence
Buy- and sell-side Quality of Earnings done faster, freeing up our time to be better advisors beyond getting to EBITDA. We test the earnings base, the cash it converts into, and the capital the business needs to run.
- Adjusted and pro forma revenue and EBITDA, net working capital, and net debt
- Detailed analysis to uncover potential transaction risks
- Identification of business drivers for post-close value creation
Operational Due Diligence
Evaluate the attractiveness of a target by analyzing the industry, competitive landscape, risk profile and growth prospects — then size what can actually be improved, and what it will cost to do it.
- Market position, customer and channel economics, and concentration risk
- Cost-to-serve, manufacturing and distribution footprint, and supply chain exposure
- Revenue and cost synergies sized bottom-up, each with an owner and a date attached
- Management depth, organizational capability and the gaps a new owner will inherit
- Deferred capex, systems debt and other year-one surprises
Integrations, Carveouts & Divestitures
Plan and run the transition from pre-close through standalone operations, so you start capturing value the day the deal closes and avoid surprises after close.
- Day 1 and Day 100 plans, integration management office and synergy tracking
- Bottom-up standup and run-rate costs, end-state operating model and separation roadmap
- TSA scoping, governance and an early exit plan
- Standalone P&Ls, carveout options and TSA service levels for sellers
- Interim leadership, including Chief Integration Officer roles
Practice Leadership
