Our Transaction Advisory Services provide strategic and practical advice and guidance to clients aiming to raise capital or restructure by entering new capital markets or changing their regulatory status through Initial Public Offerings (IPO) and Mergers or Acquisitions (M&A).
This support may comprise:
Initial Public Offerings (IPO)
- Advising companies on how to manage their registration process, resolve accounting issues, respond to SEC comments, and establish appropriate corporate governance and financial reporting protocols;
- Assisting companies to have an active dialogue with their external auditors, the SEC staff, US security counsel, investment bankers and other advisors in order to help them formulate practical solutions to difficult accounting and financial reporting issues;
- Designing and implementing new data collection, accounting, financial reporting and disclosure standards, processes and systems;
- Training accounting and finance staff; and
- Providing ongoing technical advice and support on the reporting requirements as a public company.
Mergers and Acquisitions (M&A)
- Financial Due Diligence (FDD): Our Financial Due Diligence (FDD) services include both buy-side and sell-side due diligence. Buy-side DD is centered on maximizing stakeholder value by identifying key risks and benefits early in the M&A transaction process. Sell-side DD encompasses a comprehensive range of activities, from assessing divestiture options such as competitive auctions to providing post-sale support.
- Sell-Side Services: Our Sell-Side services encompass a variety of activities provided to the seller during a sales process. Common services include pre-sale due diligence, assistance with data room preparation, support with carve-out financial statements, input on legal agreements, and guidance on pushdown accounting.
Capital Markets Transactions
- Debt / Equity Financings: Our Debt/Equity Financing services provide financial stakeholders with strategic advice and support to help them secure the most suitable capital structure. We assist in evaluating financing options, structuring deals, and navigating the complexities of raising debt or equity capital to meet their business objectives.
Independent Business Review (IBR)
- Our Independent Business Review (IBR) services offer financial stakeholders, typically lenders, objective guidance and support to help them make informed decisions regarding their underperforming assets.