Although EBITDA tells the high-level story of a business, delving into the granular details of financial records reveals truths about a business that may not be initially evident.
Our buy- and sell-side FDD teams can identify issues and opportunities that arise during – or that may arise after – the transaction process, helping our clients to make faster, more accurate decisions.
We bring the perspective of a private equity firm to the FDD process, leveraging our shared experience as investors, operators, and business managers to deliver actionable intelligence on business opportunities and reveal hidden value that others may miss. By understanding the earnings and historical trends associated with the contracts, customers, and operations of a business, we gain a clearer picture of a business’ true potential.
We listen to the broad landscape of our clients’ objectives for an acquisition target, then we deliver the granular financial details that enable better investment decisions.
Each engagement we undertake is tailored to the client’s needs. Our clients leverage our focus on the controllership and office of the CFO while they focus on the target business’ operations. Through a partnership approach and shared understanding of needs, we work with our clients to not only deliver security on the numbers but our perspective on needs for transition as well as business improvement opportunities.
From red-flag reviews to full-scope diligence reports, our team can engage as early as the screening stage and work as a true partner to help evaluate the potential of your next investment opportunity or to optimize your current investment portfolio.
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.
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.
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.
While consumers demand the latest in technology on their commutes, deal competition is fierce to lead the sector.
MoreIn an industry where external factors loom large, successful value creation through M&A allows for steady growth.
MoreThe push to deliver services faster and more effectively to consumers has created an active M&A market.
MoreDriven by strong competition, the sector presents increasingly diverse opportunities for deals.
MoreAs the industry changes to keep pace with consumers and technology, M&A facilitates the hunt for one-of-a-kind assets.
MoreUnder pressure from changing legislature, compliance requirements and consumer needs, healthcare deals must be conducted thoughtfully.
MoreOil and gas, metals and mining, and power and utilities see strong growth factors driven by innovation and efficiency.
MoreAs the needs for power increase worldwide, new opportunities arise for savvy private equity firms to take advantage of M&A trends.
MoreIn a sector where business innovation is particularly likely to create value, tech deals need focus and attention to mitigate risks.
MoreAs more companies in the sector consolidate, value creation comes from both expanded offerings and innovative technologies.
MoreOur background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.
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