We understand that each transaction is unique and demands a rigorous approach. As such, we are highly dedicated to structuring and executing deals that are focused on assisting clients to achieve their specific financial, strategic, and risk management objectives.

We advise our clients on matters such as:

• Formulating, evaluating, and recommending various strategic alternatives in regards to a sale, acquisition, merger or divestiture;
• Due diligence and transactional support;
• Development of key offering documents and materials;
• Negotiating, structuring, and closing the transaction.

We provide business owners with sell-side advisory services. Each of our sell-side processes are tailored to the individual client’s needs and situation. The breadth of our team’s experience within the lower-middle market and knowledge of the intricate details needed during the sales process allow us to deliver exceptional value-added advice to clients and greatly increase the likelihood for successful transaction outcomes.

Our M&A Advisory Group has experience with numerous types of sell-side transactions, including:

• Selling minority or majority ownership positions;
• Selling internally to management or other shareholders;
• Selling externally to strategic or financial buyers.

We offer buy-side M&A advisory services to business owners. We provide services such as:

• Detailed buy-side strategy formulation;
• Acquisition target identification;
• Buy-side process guidance;
• Due diligence, valuation, and financial advisory;
• Securing institutional equity and debt capital;
• Negotiating the transaction;
• Assisting with definitive documentation.

Our team takes the time to understand your critical issues in order to serve as an objective advisor to help you analyze your strategic alternatives and make informed decisions.

• Financial and tax due diligence
• Quality of Earnings analysis
• Financial and fair value reporting
• Consulting on tax structures
• Financial due diligence
• Business Valuations
• Valuations support in transactions
• Purchase price allocation consulting
• Buy-Sell agreements
• Ownership transition planning

Our Transaction Advisory Services practice offers buy-side and sell-side financial due diligence services to assist prospective buyers in gaining an in depth understanding of their potential acquisition target, and prepare sellers for the sale process.