Services

We have developed a specialized suite of Transaction Advisory Services for clients, tailored to meet the goals of those committing capital to a transaction.

Strategic Buyers – Focused on the long-term strategic growth and earnings improvement objectives of operating entities:

• Strategic plan development


• Target review, evaluation, and assessment


• Earnings, cash flow and operating analysis


• Asset and liability examination


• Regulatory and compliance checks


• Management background checks and evaluation


• Integration planning


• Systems reviews


• Corporate board advisory

Financial Buyers – Dedicated to assessing risks and identifying opportunities to overcome financial hurdles and meet the financial return expectations of private equity and hedge fund investors:

• Risks, opportunities, and exit strategy assessment


• Cash flow and quality of earnings analysis


• Projected results evaluation and analysis


• Asset and liability examination


• Regulatory and compliance checks


• Information systems reviews


• Management background checks and evaluation

Specialty Lenders – Committed to identifying and assessing the business risks and asset recovery issues facing specialty lending groups:

• Historical/pro-forma earnings and cash flow evaluation


• Cash flow sensitivity analysis


• Collateral examination and review


• Troubled loan assessment


• Workout planning


• Management background checks


• Portfolio company examination and monitoring


• Covenant design


• Loan servicing

Financial Modeling – Dedicated to building and evaluating complex financial models for use in M&A transactions, strategic alliances, licensing agreements, new product roll-outs, project financing, and other corporate development purposes:

• Revenue forecasting models by product and channel


• Business growth models based upon key value drivers


• Independent reviews of financial forecasts


• Post-merger integration projections


• Resource allocation analysis