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Transaction Advisory Services

 A track record of successful deals

 
Our partner-led Transaction Advisory Services (TAS) team provides buy-side, sell-side, and lender services to private equity sponsors, strategic buyers, family offices, and business owners and their companies. With a special focus on lower middle market transactions (valued under $250M), our integrated team of transaction, valuation, and tax specialists takes a multidisciplinary approach drawing from our in-house industry experts.

  • Business services
  • Construction
  • Consumer and industrial products
  • Entertainment, music, and sports
  • Food and beverage
  • Franchising
  • Healthcare
  • Hospitality
  • Manufacturing and distribution
  • Professional services
  • Staffing
  • Real estate
  • Retail and restaurants
  • Technology


Buy-side services
 
Our dedicated TAS team has worked closely with private equity sponsors, private equity-backed portfolio companies, strategic buyers, family offices, and other investor groups involved in lower middle market M&A transactions. Our approach to due diligence combines both risk mitigation and value creation. Although our clients have always been keen on using our team’s transaction expertise and intimate industry knowledge to understand major deal issues and risk areas, they have also appreciated our creativity and business insight in identifying potential opportunities to create value or reduce risk.

We offer the following buy-side services:
 
  • Quality of earnings reports
  • Tax due diligence
  • Deal structuring
  • Valuation services
  • Purchase price accounting
  • Financial modeling
  • M&A advisory services
Our transaction experience includes:
 
  • Platform investments
  • Add-on acquisitions
  • Roll-ups
  • Leveraged recapitalizations
  • Carve-outs
  • Minority investments

 
Sell-side services
 
If you’re thinking about selling your company or taking on a private equity investor, it is in your best interest to understand what a transaction would mean to you personally and to your business. We’ve worked with countless business owners and their companies to get them ready for an exit or a capital raise, from explaining the tax implications of a potential transaction, to converting the company’s books from cash to accrual, to improving the company’s EBITDA or working capital levels. All of these steps will have a direct or indirect impact on the valuation of your business or your after-tax deal proceeds. From our extensive experience working closely with buyers and lenders, we can make sure that your company and accounting team are fully prepared for their due diligence.

We offer the following sell-side services:
 
  • Vendor quality of earnings
  • Financial statements preparation
  • Data room assistance
  • Tax planning
  • Estate planning


Lender services
 
We offer customized quality of earnings reports to debt providers, including mezzanine funds and institutional lenders, with a focus on assessing operating cash flows and stress-testing a company’s collateral.
 

Service Overview