Mergers & Acquisition Advisory Services


Our experienced advisory team is exceptionally thorough in regards to the processes associated with mergers and acquisitions. We assist companies and their external counsel with vital financial decisions by delivering valuable insight that reduces unexpected risks. Our associates work with you to develop solutions to the unique issues your Company may face before, during and after the M&A process.

Is your Company ready for a sale or recapitalization event?  Do you need to improve parts of your company to be a viable candidate for a Private Equity purchase or investment? Let our team help.

We work with you by:

  • Taking steps to stabilize the company financially or operationally
  • Managing cash and identifying ways to generate liquidity
  • Identify areas of cost saving to increase EBITDA, thereby increasing potential sale multiples
  • Preparing the company for sale to a private equity group or other investor groups
  • Aligning management and functions to operate independently
  • Streamlining operations as needed
  • Documentation collection and control
  • Preparing cash-flow and operational projections
  • Preparing due diligence packages
  • Providing sell side due diligence services

Our Engagement Partners include Certified Mergers & Acquisition Advisors (CM&AA) with advanced degrees and a minimum of 15 years executive management experience.