Transactional Readiness

Execute Transactions with Confidence

With more than $3 billion of capital raises, exits, mergers and acquisitions under our belt, our principals will help you execute the transactions that will transform your business. Here's how we engage:



We start by defining the strategic and financial objectives, identifying key gaps and creating a transaction roadmap that includes a market scan of recent transactions and developing a valuation framework




Regardless of the transaction, we immerse ourselves in your business -- often as part-time CFO or COO—to help close financial, operational or structural gaps




We typically serve in the CFO role through completion of the transaction, working with potential partners, overseeing diligence, negotiating terms sheets and guiding founders through the transaction closing and post transaction considerations




Develop and execute "pre-exit" financial and operational strategies to optimize key valuation drivers 




Identify and validate critical risks and opportunities impacting future financial performance and evaluation




Assess the quality and integrity of financial reporting and assist management in mitigating deficiencies




Manage client-side diligence process and support management in evaluating and structuring transaction alternatives




Assist management in establishing post-transaction transition plans, including essential employee retention and compensation arrangements