Transaction Advisory Services

• Overview of Service

• • Transaction advisory service professionals provide expert financial and strategic advice to businesses engaging in significant financial transactions such as mergers, acquisitions, divestitures, capital raises, and restructuring.
  • Designed to guide companies through the complexities of financial transactions, ensuring optimal outcomes and alignment with long-term business objectives.

• Target Audience

• • Mid-sized businesses, corporations, and private equity firms.
  • Companies involved in M&A activity or restructuring.
  • Business owners looking to divest or acquire businesses.

• M&A Advisory 

• • Pre-transaction financial due diligence (Quality of Earnings, financial projections).
  • Deal structuring.
  • Valuation services to assess target or business sale price.
  • Post-merger execution support.
  • Synergy analysis to maximize value post-transaction.

• Capital Raising and Financing

• • Equity and debt financing advisory.
  • Assisting in preparation of pitch decks, financial models, and investor presentations.
  • Coordinating discussions with outside financial parties.
  • Advising on optimal capital structure (debt vs. equity) for business growth.

• Restructuring and Turnaround Consulting

• • Identifying inefficiencies and developing cost-cutting measures.
  • Debt restructuring, refinancing, and negotiation with creditors.
  • Developing a strategic turnaround plan to restore profitability.
  • Insolvency services (Chapter 11, liquidation advisory).
  • Stakeholder management (shareholders, employees, suppliers, lenders).

• Divestitures and Spin-Offs

• • Assessing financial readiness for sale or spin-off.
  • Preparing businesses for sale by enhancing value and mitigating risks.
  • Transaction structuring for tax efficiency.
  • Identifying and negotiating with potential buyers.
  • Post-sale strategic planning for the remaining business

Benefits to the Client

• Maximized Transaction Value
  • Expert negotiation and deal structuring lead to enhanced deal value and favorable terms.
  • Thorough due diligence minimizes risk and ensures sound decision-making.

• Cost and Time Efficiency
  • Streamlined process management reduces the time to complete transactions.
  • Transaction expertise prevents costly errors and improves financial outcomes.

• Risk Management
  • Proactive identification and management of transaction risks (legal, financial, reputational).
  • Compliance with regulatory and legal frameworks throughout the transaction process.

• Informed Decision-Making
  • Access to deep financial and industry expertise ensures data-driven, strategic decisions.
  • Scenario modeling and analysis provide clear insights into potential outcomes.

• Comprehensive Service Offering
  • End-to-end support from pre-transaction strategy to post-transaction integration.
  • Expertise across a broad range of transactions (M&A, divestitures, capital raising, restructuring).