Four ways we support a transaction
Senior-led due diligence and advisory across the deal life-cycle — delivered with the rigor and clarity the middle market deserves.
Buy-Side Due Diligence
Thorough diligence that uncovers opportunities and risks — so you negotiate from a position of strength.
View →02Sell-Side Due Diligence
Meticulous analysis that presents your business in its most favorable light, fully prepared for every step.
View →03CFO Advisory
Strategic financial expertise for growth, restructuring, or preparing for a major transaction.
View →04Special Projects
Practical expertise for any challenge — big or small, we strategize with you and chart a path forward.
View →What a typical engagement includes
Summary scope of procedures
Deliverable options
Additional services as requested
A four-week path to delivery
Most deliverables complete in roughly four weeks; rollforwards generally take one to two. Timelines vary with complexity, data quality, and management availability.
Data acquisition
Request lists, data-room review, and databook setup.
Data analysis
Databook preparation and initial management meetings.
Adjustment calculations
QoE, NWC, and indebtedness adjustments and follow-ups.
All-hands review & finalization
Review, refinement, and delivery of the databook and report.