Our Services
- Enterprise Performance Improvement
- Turnarounds and Restructuring
- Mergers & Acquisitions
- Forensics, Investigations, Litigation Support
- Executive Services: CFO &
C-Suite
Testimonials
"I have worked with Jim Davidson for or over 25 years, both in his capacity as the Chief Financial Officer of two major corporations and as a consultant, utilizi..."
Michael A. Angel
Success Stories
"Services: Forensics Investigation; CFO
Client: Bank
Company: E-Commerce technology company
Revenues: $30,000,000
Investment: $7,000,000..."
Bank
“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.
