We complement the roles played by CFOs, investment bankers and attorneys in a transaction, working hand in hand with all parties to ensure a successful and timely outcome for companies.

Transaction Advisory

Our experience working on numerous transactions over the years, each with its own peculiarity and nuance makes us uniquely positioned to advise companies in

  • Structuring transactions creatively
  • Financial evaluation and modeling
  • Drafting and negotiating term sheets and LOIs
  • Computing payouts to various stakeholders
  • Assisting with review of transaction documents
  • Post-merger integration

Transaction Support

Transactions, in particular financings and acquisitions, are complicated and time consuming events.  For private companies short of resources, working on a transaction while simultaneously running a business can pose a significant challenge to management teams. We have firsthand experience in coordinating and executing a variety of transactions and can assist companies in the following areas:

  • Ensuring financial readiness prior to due diligence
  • Setting up a data room for investor or buyer due diligence
  • Coordinating data collection efforts within the company
  • Coordinating day-to-day efforts with attorneys and bankers
  • Ensuring that the process moves along and bringing the deal to closure