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Transaction Advisory

Help navigating transaction in a challenging world

A one-stop firm for advice on transaction planning and execution, we have the flexibility and experience to help your team make decisions and move efficiently to closure. We provide fairness and solvency opinions; perform financial and other due diligence services; provide tax insights and structuring; and can provide other pre- and post-deal M&A support services ranging from carve-out financial statements to a fully integrated acquisition model.

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Accounting and Financial
Reporting
Financial and
Accounting due diligence
Deal
optimisation
Seller
readiness

Transaction Advisory

Services

Our Transaction Advisory Services are orientated first and foremost towards attaining the defined business goals. While supporting our Clients, we strive to use the knowledge and experience which we have gained with a view to creating the highest possible added value. We also pay attention to risks and consequences related to delivery of the consecutive project stages and we recommend solutions which allow minimising risks while attaining the goals defined within the entire scope of the project or transaction.

As the Transaction Advisory Services practice, we provide interdisciplinary handling of transactions, most notably in the following areas:

  • SHARING ECONOMY

    Comprehensive and business-like approach to the transaction;

  • STRATEGY

    Identification of potential takeover-ready entities (for buy side transactions) as well as potential investors interested in acquisition (sell side transactions);

  • MONEY MAKING

    Conducting talks and negotiations at all stages of the process;

  • SECURE

    Developing optimal conceptions, guaranteeing transaction security in legal and tax terms;

  • MANAGEMENT

    Optimising the transaction's financial structure, in mind with appropriate financial instruments;

  • PROFIT

    Support and consultancy in the area of establishment of transaction terms and price evaluation;

  • FUNDS TRANSFER

    Support for the selling party before and in the course of the sale process in the area of managing buyer relations;

  • INVESTMENT

    Drawing up the legal, tax and financial due diligence report with regard to the company's condition;

  • HANDSHAKE

    Coordinating operations pertaining to the due diligence process for sell side transactions;

  • BILLS

    Drawing up the investment agreement and full documentation necessary to perform the transaction close.

Accounting and Financial

Reporting

We work closely with clients through their strategic deal making financial reporting requirements. Our specialization and deep knowledge of deals, sectors, and accounting matters that enables them to fully understand the challenges you face, including:

Buyer/seller financial statements and disclosures

Sponsor-driven management reporting

Lender financial and covenant requirements

Regulatory compliance

We bring a full breadth of services with corporate finance, valuation, restructuring, and diligence offerings to help ensure that we deliver value throughout your deal lifecycle. Our specialists can help you to meet your financial reporting needs efficiently as well as help you seize opportunities to keep moving forward with agility and speed in order to achieve your strategic deals-related vision and goals. We are dedicated to providing corporate and financial sponsor clients with accounting and financial reporting advisory services in conjunction with all of their transaction needs.

Financial and Accounting

due diligence

Our Financial and Accounting Due Diligence services assist financial investors, lenders, corporates, and other advisors in identifying and evaluating key value drivers and risk factors most impacting value. Working through industry-specific approaches, we enable our clients to:

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Gain an understanding of significant patterns and event impacts in the historical performance

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Evaluate the quality and sustainability of the reported earnings and free cash flow

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Analyze the quality and potential realizability of the balance sheet and net assets

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Understand historical working capital patterns and levels relative to management’s projections, and identify opportunities to improve working capital efficiency while managing post-closing adjustments

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Identify and evaluate the potential impact of key assumptions and sensitivities on the achievability of management’s financial and operating forecasts

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Address key accounting and financial reporting risks to credit and purchase agreement negotiations

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Assess accounting positions and pro forma transaction impacts to post-closing reporting (considering the potential buyer’s or seller’s position)

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Evaluate post-closing purchase price adjustments, purchase accounting, and valuation requirements in post-transaction financial models

Deal

optimisation

Mergers and acquisitions are by nature disruptive and introduce unique risks and opportunities that impact all aspects of a business. Our team of industry-based transaction, strategy, and operational consultants works closely with financial sponsors and company management teams to identify, implement, and execute impactful pre- and post-investment initiatives focused on preserving and creating value. As middle-market M&A, we are at the forefront of helping clients identify, capture, and monetize growth strategies resulting in the return of greater shareholder value and enhanced IRR.

Seller

readiness

Exiting an investment, whether through a partial or complete sale of a stand-alone business, carve-out, spin-out, or IPO, requires a thoughtful and rigorous approach. Identifying and mitigating potential issues while structuring and positioning the business or assets properly is essential to maximizing value and avoiding surprises and potential disruption, we provides a market-based, defensible approach to helping clients realize value and manage messaging to potential buyers. We support clients with the following Seller Readiness Services:

  • Assisting in determining the defensible, normalized run-rate performance of the business.
  • Providing distributable, branded seller diligence reports and non-branded seller assist reports
  • Identifying and validating key risks and opportunities impacting future performance and valuation.
  • Assessing the quality and consistency of underlying financial record keeping and management’s ability to respond to buyer requests.
  • Working closely with clients’ other advisors and providing specific, real-time market-based input regarding the confidential information memorandum and other process documents.
  • Evaluating potential buyer positions and developing tax and financial scenarios to help maximize after-tax proceeds.
  • Preparing a strategic and competitive industry-based market assessment.
  • Identifying, assessing, and supporting potential revenue and cost synergies.
  • Preparing, populating, and managing data rooms and buyer information requests.
  • Creating and implementing transition planning and post-separation activities.
  • Assessing indirect and non-allocated costs, stranded costs, idled capacity, and potential impacts of wind-down in carve-outs and divestitures.
  • Evaluating, providing input on, and assisting with the management of the Transition Services Agreement (TSA) Providing technical tax and accounting support regarding divestitures, carve-outs, and dispositions.

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