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Acquisition advisory combines many aspects of the investment banking discipline, including: due diligence services, balance sheet and operations forecasting, valuation, and debt and equity finance. Our collective experience includes structuring acquisitions as a principal investor, as a CFO in an operating company, and in a pure advisory role.
The key to successfully providing the middle market with the highest quality corporate finance services is a core team dedicated to providing “Wall Street” corporate finance services to Main Street companies. The basic process of advising clients in acquisitions includes:
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Candidate Identification
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Information Review and Analysis
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Analysis of Historical Financial Statements
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Preparation of Detailed Financial Forecast
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Establish Preliminary Valuation Range
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Negotiation
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Offer— Letter of Intent
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Due Diligence
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Assistance with Debt & Equity Financing
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Purchase Agreement
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Closing
Our professionals have advised clients in a wide range of industries.
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