Mergers & Acquisition Support & Services


Your Next

Move, Mastered

M&A transactions are high-stakes. We bring precision to every financial and operational detail—ensuring your business is accurately represented, strategically positioned, and protected at every step.

Are you anticipating a purchase or sale event in your business in the upcoming weeks/months, or in the next 1-5 years? If so (or you’re just kicking cans), and you’ve not begun any transaction preparation or financial analyses, you’re likely behind the eight ball. The good news: our FP&A team can make up for lost time, get you transaction ready/prepared, and assist you in any pre or post-deal reporting & analysis work required of your banking or brokering or investing parties. We’ve saved companies hundreds of thousands (if not millions) with our M&A assistance, guidance and advisory services, so don’t approach a transaction without proper representation or valuations at your disposal. 

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M&A Services That

Move The Needle

Growth-Minded businesses requiring short & long-term help, as well as full-service or only augmentation-style support, can all benefit greatly from our flexible “plug & play” style capabilities, and trust that we’re flexible in bandwith and MORE than willing to get our hands dirty and jump into your business from day #1.

  •  Investment advisory and valuations
  •  Buy-side or Sell-side Financial Due Diligence
  •  Forensic Accounting Cleanup or Accounting Method Restructuring (in preparation of a sale)
  •  Deal Analysis: Customer & Vendor
  •  Quality of Earnings Calculations
  •  Business Valuations
  •  409 Certified Business Valuations
  •  Market entry and expansion strategy
  •  Financial clean-up & audit prep
  •  Comparable company & precedent transaction analysis
  •  Capital Structuring Advice
  •  Debt/equity optimizations
  •  Recapitalization & leveraged buyouts
  •  Coordination with Lenders & Equity Partners & Brokers
  •  Sensitivity & Scenario Analyses
  •  Proforma financials
  •  Structuring earnouts, seller notes or carve-outs
  •  Coordination with legal, tax, HR & technical teams
  •  Stakeholder reporting & communication

Let's Get
Started!

Reach out to schedule a free, introductory discovery call today.