Our team’s extensive experience on over 250 deals help prepare a seller and provide guidance on how to implement best practices before going to market. Listening to clients’ goals and objectives provides the framework for customized services.
The following independent services, complementary to those typically performed by an investment banker or sell-side advisor, provide the seller with objective guidance in preparation for a market offering.
- Seller/Investee Preparedness: Perform high level due diligence analysis, leveraging our extensive buy-side experience, to assess the company’s financial reporting and accounting records and procedures in order to help the transaction run more smoothly.
- Assessment of company’s historical recurring operating cash flows, commonly referred to as a “Quality of Earnings” analysis. This analysis provides an objective view to reinforce the sell-side advisor’s and/or the board of directors’ expectations before going to market.
- Assist management or sell-side advisor with preparation and maintenance of transaction data requests and data rooms.