M&A Consulting


We guide companies through the complex mergers and acquisitions process, ensuring strategic alignment, optimal deal structures, and successful execution. Our services address every stage of the M&A lifecycle, from strategy development to post-transaction integration.


M&A Strategy Development

We collaborate with your leadership team to define M&A objectives, identify potential targets or buyers, and develop a clear strategy that aligns with your business goals. Our market analysis and industry insights help identify lucrative opportunities and assess possible risks.

Valuation, Accounting, & Due Diligence

We employ a comprehensive set of valuation techniques to derive robust, validated valuations, including:

  • Discounted cash flow (DCF) analysis
  • Net asset value (NAV)
  • Sum-of-the-parts valuation (SOTP)
  • Comparable transactions analysis
  • Precedent transactions analysis
  • Liquidation valuation
  • Replacement cost valuation
  • Market capitalization
  • Monte Carlo analysis

Our approach is holistic, blending multiple valuation methodologies to align with each client's needs while incorporating sector-specific expertise and factoring in the pro forma impact of expected future corporate events (e.g., projected earn-out payments, synergies, etc.). We also offer a full range of M&A due diligence and accounting services, including:

  • Deal modeling and return calculations (levered/unleveraged IRRs, MOIC, etc.)
  • Term sheet and APA/SPA preparation or review
  • Data room set-up and collection/tracking of information requests
  • Investment thesis preparation and refinement
  • Assessment of deal risks and mitigations
  • Conducting management team interviews
  • Assessment of historical operating performance
  • Product review and opportunity assessment
  • Capitalization table preparation/clean-up (historical & pro forma)
  • Market analysis & forecasted penetration (TAM, SAM, & SOM)
  • Competitive analysis and positioning
  • Preparation of an investment summary/memorandum
  • Purchase price allocation (PPA)
  • Quality of earnings analysis
  • Debt & financing advisory
  • Post-transaction integration
Mobile Navigation
Toggle Navigation