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Financial Modeling & Due Diligence

We provide a range of financial analysis, modeling and due diligence services that support the diverse needs of our clients. These services support both the strategic and everyday business needs of our clients. These services allow our clients to augment their in-house capability and benefit from our extensive private capital market knowledge and experience.

Engagements are typically conducted on a project basis and may involve a variety of the services below.

Financial Analysis

We act as an outsourced corporate development team, providing analytical support in a range of business situations. Our clients rely on our services in support of decision making with respect to divestitures, merger and acquisition activities, capital planning, capital structure, and debt and equity financing. We aim to enhance your in-house capabilities and support timely and accurate C-level decision making.

Business Financial Modeling

We develop detailed operating and financial models that serve as a decision making framework for our clients. Robust, yet flexible, financial modeling supports timely C-level decision making. It's our experience that a well-designed financial model helps to identify key drivers of growth and profitability and can serve as a long-term tool in support of budgeting, forecasting, and value maximization.

Due Diligence

We oversee the due diligence process for clients acquiring a business or asset. Working in collaboration with other professionals, we seek to efficiently perform detailed due diligence.

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