Our Transaction Advisory Services practice focuses on the financial and tax due diligence pertaining to mergers, acquisitions, and divestitures. We are a national team that works with strategic private and public companies as well as private equity, across many industries.
Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial due diligence, in collaboration with tax and advisory diligence.
Conduct Financial Due Diligence, including preparation of Quality of Earnings reports and balance sheet reviews related to working capital analysis.
Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc.
Assist the Manager with buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals and helping advisors reach a successful transaction outcome.
Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company.
Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management27s budget, and indebtedness considerations.
Lead and manage projects while coordinating directly with clients
Supervise and mentor staff or make timely and effective performance feedback and training
