Our Services
- Turnarounds and Restructuring
- Mergers & Acquisitions
- Forensics, Investigations, Litigation Support
- Executive Services: CFO &
C-Suite
Testimonials
"Marty was "parachuted in" as CFO of a client during a very stressful time for the company. Thanks to his invaluable assistance, he was ultimately able to negoti..."
Kevin Shultz
Success Stories
"Service: Forensics investigation; business analysis; turnaround; CFO
Client: Private equity; board of directors
Company: Industrial manufacturing company
..."
Private equity; board of directors
“Everything is possible for who believes.”
Mergers, Acquisitions and Capital Transactions
A successful merger, acquisition, or capital transaction requires proper synergy assessment and valuation, effective due diligence to identify risks, contingencies, and quality of earnings, and successful post-merger implementation. Our professionals include Certified Merger & Acquisition Advisors, Certified Public Accountants, and Certified Corporate Directors. We also bring a wealth of deep professional experience in assessing strategy, performing due diligence, and post-integration. Our extensive M&A experience with hundreds of transactions can help with the following activities and more:
- Buy Side advisory
- Sell Side advisory
- Target identification
- New venture development
- Background investigations
- Financial and cash flows modeling
- Coordination of due diligence – operational, accounting and financial, strategic
- Performance of operational and financial due diligence
- Deal structuring
- Financing intermediary and capital raising
- Strategy formulation
- Business plan documentation
- Post merger integration planning and implementation
- Business transformation
- Valuation services
- Determination of purchase accounting
Our transaction advisory services provide independent, objective, and expert assessment of a potential investment — its viability, capabilities, strengths, challenges, and contingencies. We quickly identify the transaction’s value drivers and deal breakers, risks, issues, or opportunities to help investors, lenders, and dealmakers formulate better-informed investment and business decisions.
