Value Creation for Acquirers, Investors & Owners.

Our Buy and Sell-side Advisory Services helps you maximize your investment and ensure a smooth transition with our value creation services.

Value Creation Due Diligence

We provide the critical insights you need to make confident, value-driven decisions.

• Rigorous analysis of business strengths, risks, and value levers during due diligence

• Synergy assessment between the target company and the buy-team

• Benchmarking against the industry

• Clear, actionable insights to inform your investment thesis and post-close strategy

• A collaboration tool for buyer and seller that creates the basis for the transition plan and agreement

The First 100 Days: Workshops

We facilitate collaborative workshops with employees to build trust, alignment, and buy-in.

• Collaborative workshops with key employees to co-create the roadmap to your end goal

• Building trust, alignment, and buy-in for new management and strategic initiative

• Ensuring seamless integration and cultural absorption

Long-Term Value Creation Engagements

Post-acquisition we implement the value creation plan from the Due Diligence and First 100-Days Workshops, in focused 90-day sprints.

• 6–36 month partnership to implement prioritized value creation initiatives

• 90-day sprints focused on measurable growth, efficiency, and transformation

• Flexible support to achieve your target valuation, whether for a future sale or to maximize long-term returns

Our buy-side process is designed to ensure every acquisition is not just successful, but truly transformative.

Buy-side Advisory

Sell-side Advisory

Value Creation Assessment

We conduct a deep-dive, comprehensive review of your business's readiness, attractiveness, and potential risks. This foundational analysis gives us a 360-degree view of your company's current standing.

• Comprehensive review of risks, attractiveness, and exit readiness

• Identification of key risks from a buyer's perspective, value drivers and value creation opportunities

Business Value Assessment

We assess current value against desired value and industry benchmarks to provide guidance of current and future potential state valuation of the business.

• Value assessment of the business against exit or valuation goals

• Identification of key risks, value drivers and attractiveness from a sale perspective

• Valuation benchmarking against the business size, geography and industry

Value Enhancement & Exit Preparation

We partner with you over the long-term to increase the value of your business.

• Long-term engagement 12–36 month engagement to de-risk and enhance the business in the lead-up to sale

• Implementation of value creation initiatives in focused 90-day sprints

• Strengthening financials, reducing owner dependency, and increasing buyer attractiveness