Transaction Advisory Services
- Transaction Strategies
- Synergy Identification
- Transaction Project Management
- Integration and Transition Services
- Communication Strategies
Working with your internal corporate development team and/or your attorneys, CPAs, and other professionals, we provide a full array of transaction assistance and transaction project management services to ensure that your deal closes on-time and on-budget. Our job is to collaborate with the various stakeholders, keep you informed, minimize surprises, act as a sounding board, ensure that everyone is completing their tasks on-time, providing their deliverables, and holding everyone accountable.
Business Advisory & Consulting Services
Always By Your Side
We can manage, monitor, and assist with the due diligence process but will not provide any legal interpretations of documents. In conjunction with your legal counsel, we can review and provide business-related comments to indications of interest, letters of intent, and definitive transaction documents. Upon request, we can make recommendations on outside professionals, including lawyers, CPAs, tax advisors, risk management advisors, and valuation firms.
How We Work
We work with our clients to design a fee structure that fits each situation and is equitable to both parties. We primarily work on an hourly or fixed fee basis but are also open to structuring performance-based fees in appropriate circumstances. We will work with you to clearly define the scope, timeframe, deliverables and fees up front, and we always provide an engagement agreement that reflects our mutual understanding.