Our advisory services are solely focused on adding value to our clients. Our approach is to first listen deeply to our clients needs and then formulate and execute a plan that solves our clients problems.

M&A Support

We support our clients throughout the M&A process. This could include buying a company or assets, making an acquisition, or selling the business. Our services range from providing advice to managing the entire process depending on the clients needs for either buying or selling their company. This may include, but is not limited to:

  • Valuation of the company through extensive financial modelling and scenario analysis

  • Financial integration analysis

  • Advising on or creating letters of intent or expressions of interest

  • Advising on or leading negotiations

  • Sourcing and contacting acquisition targets

  • Sourcing buyers for a sell of divestiture

Project Evaluations

Through our deep experience in operations, private equity and capital markets we provide a broad range of services to our clients, for green and brown field projects that includes, but not limited too:

  • Comprehensive market overview

  • Capital cost estimation and analysis

  • Impact to existing operations and fit with organization’s core competencies

  • Financial and scenario analysis

  • Capital structure and strategy (equity, debt, and joint venture)

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Capital

We advise and support our clients throughout the process to raise capital, Including

  • Capital structure

  • Building out of supporting documents for debt and equity that include presentations and financial model

  • Connecting with lenders and investors

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Fractional CFO or Strategic Financial Advisor

We provide ongoing support through expertise in the following areas:

  • Providing corporate strategy design, and implementation

  • Monitoring and updating financial models

  • Developing and tracking key performance indicators KPI’s

  • Developing and implementing action items to lower costs and increase revenue

  • Being the point of contact with lenders

  • Preparing materials for the board of directors and senior management

Advisory Services