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M&A Advisory

Our advisors bring a hands-on, seasoned approach to help you navigate upcoming transactions by providing pre-deal, deal, and post-deal advisory services for both buy and sell-side organizations.

How We Help


  • Buy-side target identification
  • Sell-side exit preparations
  • Preliminary due diligence
  • Data room document preparation
  • Acquisition modeling and pro-formas
  • LOI development and valuation reviews


  • Due diligence project management
  • Vendor coordination and management
  • ‘Quality of Earnings’ review
  • Data room management
  • Purchase/Merger Agreement reviews
  • Net Working Capital analysis
  • Pre-close and integration planning


  • Opening Balance Sheets & Purchase Accounting
  • NWC & closing statements delivery
  • 100-Day execution & transition
  • Transition Service Agreements
  • Audit Readiness
  • Backoffice and Ops stand-up strategy