Transactions

M&A expertise that mitigates risk, expedites deals, and uncovers value

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.

Capital Markets

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.

  • Chris Felderman
  • T +1 (310) 636-2050
  • Stephen E. Rossi
  • T +1 (310) 636-2050

Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
 
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations. For more details, download our capabilities brochure.

Transactions

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.

Learn More

Transitions

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.

Learn More

Transformations

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.

Learn More

Industry Experience

We work across industries on both buy- and sell-side engagements to reduce deal friction, increase business performance, and create value.

Automotive

While consumers demand the latest in technology on their commutes, deal competition is fierce to lead the sector.

More

Building Products

In an industry where external factors loom large, successful value creation through M&A allows for steady growth.

More

Business Services

The push to deliver services faster and more effectively to consumers has created an active M&A market.

More

Consumer Goods

Driven by strong competition, the sector presents increasingly diverse opportunities for deals.

More

Entertainment & Media

As the industry changes to keep pace with consumers and technology, M&A facilitates the hunt for one-of-a-kind assets.

More

Healthcare

Under pressure from changing legislature, compliance requirements and consumer needs, healthcare deals must be conducted thoughtfully.

More

Industrials

Oil and gas, metals and mining, and power and utilities see strong growth factors driven by innovation and efficiency.

More

Power & Energy

As the needs for power increase worldwide, new opportunities arise for savvy private equity firms to take advantage of M&A trends.

More

Retail

To better catch consumers’ attention, the industry looks to M&A deals to broaden its opportunities for value creation.

More

Technology

In a sector where business innovation is particularly likely to create value, tech deals need focus and attention to mitigate risks.

More

Transportation & Logistics

As more companies in the sector consolidate, value creation comes from both expanded offerings and innovative technologies.

More

Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.

More