Transaction Advisory
Pre-Transaction Diligence:
- Review business plans and financial projections
- Business model effectiveness
- Evaluate working capital needs
- Liquidity management
- Management team evaluation
- Negotiate purchase agreements
- Identify transactional risks
- Structure transition service agreements
- Identify legal and structural issues
- Identify key business drivers, profitability trends, adverse developments and concentration issues
Day 1 Readiness:
- Establish integration team
- Create Day 1 and Day 100 Plans
- Identify risks & key issues
- Ensure payroll, communications, banking/treasury, financial reporting, branding and technology are in place
Merger / Integration
Post Closing Services:
- Evaluate operational readiness
- Synergy identification and plan development
- Evaluate IT platforms and optimize spend
- Evaluate financial reporting readiness
- Integrate financial & human resource functions
- Negotiate purchase price adjustments
- Identify post-transaction opportunities
- Develop KPIs and management reporting
Private Equity Services