Financial & Strategic Services

Company has formed a new division for their Financial & Strategic Services offerings in the world of Mergers and Acquisitions.

Company is an M&A Consulting Firm with domestic and international outreach that focuses on client Mergers, Acquisitions, Consolidations, Consultations and Business Valuation Services. They assist contracted clients who are looking to buy, sell, expand, consolidate, want consultative services or simply need to understand their options and the effects of their choices. Their firm represents a wide range of clientele, all with unique needs.

With this new division, they provides a variety of corporate finance consulting services. They offer quality financial analysis, detailed business assessment, project evaluation, finance and acquisition services, all on a “project-to-project” basis, or when desired, as long-term assignments to meet critical resource demands. The Financial & Strategic Service consulting group will assist clients to be better prepared for M&A activities in preparation for sale. In addition, they assist clients in their budgeting and forecasting processes, and pro forma models in preparation of long-term strategic planning.

Their goal is to identify critical areas affecting business performance and profitability, and establish effective performance measurements in the following crucial areas:

Services:

• Financial Analysis - Prepare financial analysis to identify the financial strength of a business as well as the feasibility of employing special projects and capital improvements. Identification of financial components that create value and affect profitability targets. Prepare plan of action to improve performance measurements based on financial analysis.

• Budgeting and Forecasting - Assist in preparation of annual operating and capital budgets and develop cash flow forecasting. Assist with developing capital costs and prepare cost-benefit analysis for new financial requests. Develop unit pricing models and develop gross margins and EBITDA targets. Consolidate pro forma operating results into long-range business models to assist with strategic planning.

• Corporate Debt and Project Financing - Explore alternative financing methods of capital projects and assist with placement of corporate debt transactions. Review and prepare debt prospectus, project agreements, and other contracts.

• Acquisition and Valuation Analysis - Identify buy-side and sell-side acquisition candidates and assist in the due diligence process. Prepare valuation analysis and identify key business risks. Provide synergy consultation to maximize merger value creation.

• Business Assessment - Assess market conditions, industry profiles and business opportunities for new business development efforts.

• Due Diligence Preparation - Assist in due diligence process and preparation of documents for possible acquisition activities.

Company recently received a much-coveted award from the selection committee at Financial Services Review Magazine, as one of the Top 10 Mergers & Acquisitions Firms of 2022.

Working with family offices, private equity firms, corporations and individuals, they really keep their clients best interests in mind while providing stimulating ideas and solutions to facilitate a greater return on investment.