Expert valuation and modeling is essential to proper underwriting. Slight changes in operating assumptions can significantly impact the value of a transaction. Our experience working with valuation teams for detailed value creation models supports both underwriting and investment committee decisions. Working alongside the deal team early in the transaction allows us to identify and quantify risks and opportunities others often overlook.

‍Opening Balance Sheet
We work with buyer and seller to value tangible and intangible assets, allocate purchase price, negotiate working capital true-up and create the opening balance sheet in the most appropriate fashion.

‍Valuation
We review key transaction inputs to create a valuation model, leveraging asset, income and market based valuation approaches as appropriate for the specific transaction.

Aligning structure to deal thesis is critical to achieving - or exceeding - expectations. Governance of a transaction and related activities, organization structure, and transaction structure are each foundational to outcomes.

‍Governance Structure
We work with the buyer to develop a mindful transaction governance, and post-close governance structure.

‍Organization Structure
We work with executive management to develop the target operating model, with special focus paid to span of control, department structure and alignment to operating strategy.

‍Transaction Structure
We review the letter of intent, purchase agreements, schedules and legal structure to provide feedback on tax, financial, and operational value creation based on the investment thesis.

Day one preparation is where strategic plans become actionable realities. Successful day one execution minimizes post-close performance dips and accelerates value creation. By ensuring seamless integration or carve-out execution, we help clients capitalize on opportunities immediately post-close, setting the foundation for long-term success.

‍Day 1 Preparation
We work with line management to provide continuity to customers, employees and vendors at close.

‍Incentive Alignment
Aligned incentives between investors and management are an essential component of deal management. We help clients create and implement compensation plans to align all parties best interest.

‍Visibility and Controls
We work with the target company to quickly gain control, integrate accounting systems, processes and policies, and rapidly provide visibility on financial and operating performance.

We leverage AI to drive value creation by identifying and executing opportunities for revenue growth, margin optimization, and capital efficiency. Partnering directly with management, we deliver actionable insights, develop tailored operating models, and ensure seamless execution for measurable results. Our comprehensive approach transforms operational performance across key areas.

Revenue Enhancement
Boost top-line growth through customer loyalty programs, pricing optimization, and new market opportunities.

Margin Improvement
Streamline operations, reduce complexity, and implement sustainable cost-saving measures.

Capital Efficiency
Optimize resource allocation, improve working capital management, and align investments with strategic priorities.

Successful merger integration ensures that strategic plans are effectively executed from day one. By focusing on seamless alignment of processes, systems, and teams, we help organizations avoid the common post-close performance dip. Our approach enables clients to capitalize on value creation opportunities immediately after the merger, driving long-term success.

‍Acquisition Accounting
We work with the target company to integrate accounting policies, develop a technical accounting memorandum and opening balance sheet and quickly comply with parent company reporting standards.

‍Change Management
We work closely with Senior Management to develop a plan for cultural integration – one of the most challenging areas of transaction management – and provide clear, timely communication to stakeholders.

‍Merger Integration
Integration should only occur when a compelling business case exists – revenue, cost or effectiveness – this is generally some, and not all functional areas, including: information technology, operations, sales and other back office functions.
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‍Post 100-Day Merger Integration
We work with management and investors to implement rigorous project management and quickly transition from advisor leads to management leads.

Created value also needs to be captured. Private and public liquidity events each require significant sell-side operational and financial work to optimize terms and value. Advance preparation expedites close, minimizes surprises and allows management to focus on running the business. Our unique partner approach means we align our incentives with your objectives - we're in it together.

‍Accounting and Reporting
We work with the management and accounting to create a five day accounting close process, draft technical memoranda, draft key disclosures, prepare investor reporting packages, prepare for street earnings guidance, and prepare for increased audit requirements.

‍Internal Controls
We work with accounting, information systems and management to put in place adequate entity level, information systems, and accounting controls.

‍Negotiation Support
We help investors and management optimize exit pricing through rigorous analytical negotiation support, and actively prioritizing possible buyers.

‍Offering Support
We work with management to prepare selling documents, populate the data room and execute a roadshow minimizing management distraction during the sale process.