Overview

Pursuing an acquisition, merger, or major fundraising round is a pivotal moment—one that can reshape your company’s future. Our Transaction Advisory & Due Diligence practice provides end-to-end support for every phase of the deal lifecycle, ensuring that you’re making informed, strategic decisions from initial strategy to post-close integration.

Combining financial rigor with industry-specific expertise, we help you evaluate target companies, uncover hidden liabilities, and structure deals for maximum synergy and ROI. By thoroughly vetting every opportunity, we empower you to close transactions confidently, knowing you’ve accounted for risks and secured the most favorable terms possible.

Transaction Advisory & Due Diligence

What We Do

Buy-Side & Sell-Side Strategy

Target Identification / Positioning & Outreach / Synergy Analysis

Target Identification

For buyers, we pinpoint organizations that align with your strategic objectives—whether that’s geographic expansion, complementary technology, or market consolidation.

Positioning & Outreach

For sellers, we develop go-to-market strategies to attract the right buyers and maximize valuation.

Synergy Analysis

We delve into cost savings, revenue enhancements, and operational efficiencies to project real post-acquisition value.

Value to You

Accelerate deal timelines by finding the right match.

Focus on opportunities that align with your strategic vision.

Negotiate from a position of strength with clear, data-driven insights.

Financial Due Diligence

Forensic-Level Review / Working Capital Assessments / Compliance Verification

Forensic-Level Review

Our team examines financial statements, revenue streams, and historical transaction data to confirm valuations and spot potential red flags.

Working Capital Assessments

In M&A deals, we scrutinize accounts receivable, payables, and inventory to ensure the deal is fairly priced and that there won’t be any surprises post-close.

Compliance Verification

We check alignment with GAAP, IFRS, or other relevant frameworks to minimize regulatory or legal exposure.

Value to You

Avoid overpaying by identifying inflated valuations or risky liabilities.

Ensure that the target’s financial health matches your strategic expectations.

Strengthen your negotiating power with fact-based findings.

Deal Structuring & Negotiation

Legal & Financial Architecture / Term Sheets & Agreements / Coordination with Stakeholders

Legal & Financial Architecture

We advise on the optimal deal format—asset purchase, stock purchase, or other structures — considering tax implications, liability issues, and control.

Term Sheets & Agreements

From purchase agreements to earnout clauses, we review and negotiate terms that safeguard your interests.

Coordination with Stakeholders:

We act as a liaison among legal counsel, bankers, and accountants, keeping your transaction on-track and on-budget.

Value to You

Reduce deal complexity with clear, comprehensive contracts.

Lock in favorable terms that limit risk and maximize upside.

Maintain momentum and build trust among all parties involved.

Post-Merger Integration

Integration Blueprint / Team & Process Alignment / Synergy Tracking

Integration Blueprint

We map out how to merge technology, processes, and cultural values effectively.

Team & Process Alignment

Through change management and strategic communication, we help unify newly combined teams under a cohesive vision.

Synergy Tracking

Leveraging KPIs and dashboards, we monitor whether anticipated synergies (cost savings, revenue boosts, etc.) materialize — and take corrective action if they don’t.

Value to You

Realize merger benefits sooner, minimizing disruption to daily operations.

Retain valuable talent and integrate cultures harmoniously.

Continually measure post-close performance to ensure a successful integration.

Why It Matters

A single misstep in the deal-making process can lead to substantial financial losses, reputational harm, or missed opportunities for growth.

Our transaction specialists offer a 360-degree view of the risks and rewards, ensuring each transaction aligns with your strategic ambitions and long-term value creation goals.

Armed with robust due diligence and a holistic perspective, you’re positioned to close deals that fuel your success well beyond Day One.

Contact us

Schedule an introduction call with Jeffrey Bowley, CPA

Get in Touch