Financial Consulting Services and Transaction Advisory

Perspectives on financial data that enable buyers and sellers to make more informed decisions, minimize business disruption, visualize opportunities, and drive value creation.

We customize our playbook for each engagement to build processes and tools that keep data and information flowing efficiently throughout strategic events. Our deliverables are fit-to-purpose yet repeatable and yield actionable insights.

Contact

Chris Felderman
Managing Director and
Head of Financial Due Diligence
T +1 (312) 896-4554

Mitchel Nakken
Managing Director and
Head of Transitions and Transformations
T +1 (248) 686-1399

Transaction Advisory

Financial due diligence, sell-side readiness, and FinOps assessments that help clients identify opportunities and risks.

Buy & Sell-Side Due Diligence

Delving into financial records to identify and address financial and operational risks in advance of a sale process.

Sell-Side Readiness

Assessing financial records for improvement, accuracy, and transparency to optimize valuation and facilitate a smoother sale process.

Business Combination

Assessing financial health, risks, and synergy potential in order to optimize terms, smooth the transition, and create value.

FinOps Assessment

Identifying areas for optimization and improvement in order to improve financial efficiency and maximize value.

Tax Diligence & Valuation (3rd Party)

Assessing a target's tax compliance, liabilities, and potential savings strategies to minimize tax risks and optimize deal structures.

Accounting Advisory

Support with interim accounting roles, audit readiness, and financial reporting alignment services.

Audit Readiness

Organizing financial records, ensuring compliance, conducting internal audits, and implementing financial controls for reliable reporting.

Interim Accounting Support

Accounting professionals posted during a transition to ensure accurate financial data, facilitate due diligence, and support integration.

Cash to Accrual

Transitioning accounting methods in order to align reporting practices and provide a more accurate and consistent financial picture.

Strategic Finance

Repeatable playbooks that detail FP&A, forecasting, and capital management processes to keep data flowing in strategic events, especially add-on integrations.

Cash Management Treasury

Detailed cash reporting and 13-week cash flow forecasting for insights that improve visibility and de-risk the business.

Working Capital Optimization

Short-term financial strategies to reduce capital requirements, enhance inventory management, and optimize P2P and O2C processes.

FP&A Reporting

Processes and tools to forecast, model, and evaluate unique scenarios so managers can make informed, strategic decisions.

Annual Operating Plan and Forecasting

Detailed monthly, three-statement forecasts of performance targets as well as action plans that align resources toward common goals.

Add-On Integration

Integrating systems and financial data to harmonize reporting and streamline processes under the expanded organizational platform.

Financial Close Acceleration

Streamlining processes, improving efficiency, and automating and optimizing workflows to expedite closing and minimize delays.

Interim Management

Temporary appointments of experienced leaders, typically to address a specific issue, lead a change initiative, or provide expert guidance.

Data & Analytics

Warehousing, assessment, and modeling of sales and operations data that yield actionable insights into a business.

Data & Analytics Assessment

Transform data into actionable insights that can be used to improve performance, identify opportunities, mitigate risks, and inform business decisions.

Data Warehousing and Modeling

Centralizing and structuring data for analysis to aid in due diligence, integration planning, and synergy assessment from a unified, accurate foundation.

Sales Analytics and Operations

Insights into a target's customer base, sales processes, and revenue streams for a clearer picture of potential opportunities and strategies.

Integrated Services

We enable businesses to better prepare for and execute on strategic events.
Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.

Investment Banking

A full range of services that enable clients to position their businesses, structure acquisitions and divestitures, run targeted strategic processes, and raise capital.

Learn More