M& A Advisory
Clarity, Confidence, and Execution at Deal Speed
We guide founder-led businesses, investors, and management teams through every stage of a transaction, whether you are evaluating an acquisition, preparing for a sale, or managing due diligence on either side. Our sweet spot is privately held, middle-market companies where deals are complex, fast-moving, and high-stakes.
At the center of our work is financial due diligence. We provide the insights you need to validate performance, uncover risks and opportunities, and make informed decisions. Whether buy-side or sell-side, we bring practical judgment shaped by experience across the deal spectrum.
Why It Matters and How We Stand Apart
In the middle market, diligence is more than box-checking it’s about surfacing the right insights, fast, to inform decisions, manage risk, and close with confidence. That’s where we come in.
We combine deep transaction experience with practical, hands-on execution. Our team has advised across industries, sat on both sides of the table, and understands how to prioritize what matters when time is limited. Unlike firms that disappear after the first draft, we stay engaged through closing, support negotiation, and remain accessible for the post-close integration phase. Where we differentiate:
Buy-Side Due Diligence
Financial Insight to Support Confident Investment Decisions
Assess normalized EBITDA, including non-recurring and pro forma adjustments
Analyze working capital trends and establish true-up mechanisms
Identify debt-like items and evaluate balance sheet qualityEvaluate revenue and margin drivers, customer concentration, and performance risks
Review financial reporting systems, internal controls, and close processes
Support purchase agreement terms and post-close financial mechanics
Sell-Side Due Diligence
Support For a More Efficient, Competitive Sale Process
Prepare sell-side quality of earnings and working capital analysis
Identify and address accounting issues before they become buyer red flags
Develop robust databooks, schedules, and supporting documentation
Coordinate with advisors on SPA schedules, earnout terms, and net working capital targets
Act as an extension of management to respond to buyer requests and maintain momentum
Assist with accounting clean-up and documentation
Pre-Transaction Readiness
Laying the Foundation Before Going to Market
Standardize accounting policies and clean up historical financials
Implement monthly close procedures and reconciliations
Prepare GAAP financial statements (or convert from cash/modified basis)
Install financial reporting packages and KPI dashboards
Train internal staff and implement process improvements
Prepare the company to withstand buyer-level diligence with minimal disruption
M&A Tax Advisory
Integrating tax planning into the transaction
Analyze transaction structure (asset vs. stock, Section 338(h)(10), etc.)
Identify tax exposures and liabilities that impact valuation or deal terms
Support tax due diligence (federal, state, local, and international)
Coordinate with legal and tax counsel on SPA tax language
Assist with purchase price allocation and post-close integration issues
Advise on step-up opportunities, loss limitations, and deferred tax planning