Extend your deal team across the transaction lifecycle
We work as a behind-the-scenes extension of M&A and transaction advisory teams, providing additional execution capacity across live engagements while advisers retain ownership of the client relationship.
Our teams support the full deal lifecycle, from research, analysis and diligence through valuation, modeling, deal materials and process execution, working within your methodologies, templates and delivery standards.
How we help
Execution support built for deal advisory teams
01
Sell-Side M&A Support
Tap to read moreWe provide end-to-end backend execution support across sell-side mandates, allowing advisers to remain focused on client relationships, negotiations and key transaction decisions.
We support financial analysis, valuation, transaction modeling, teasers and information memoranda, buyer research, management presentation materials, data-room preparation, Q&A tracking and ongoing process execution.
02
Financial Due Diligence
Tap to read moreWe work as an extension of FDD teams, providing non-client-facing analytical and execution support across diligence engagements.
Our work includes historical financial analysis, quality of earnings, working capital and net debt analysis, revenue and margin trends, data-book preparation, supporting schedules and report development.
03
Commercial Due Diligence
Tap to read moreWe provide backend research and analytical support to CDD teams throughout the diligence process.
Our work includes market sizing, industry and competitive analysis, customer and segment assessment, growth-driver analysis, benchmarking, commercial model review and preparation of supporting analysis for diligence reports.
04
Valuation & Financial Modeling
Tap to read moreWe provide behind-the-scenes valuation and modeling capacity to support transaction teams across live mandates.
Our work includes DCF, trading and transaction comparables, integrated financial models, scenario and sensitivity analysis, transaction structures and valuation outputs supporting pricing and client recommendations.
05
Research & Deal Intelligence
Tap to read moreWe operate as an extension of deal teams to deliver the research required to position and execute transactions.
Our work includes industry analysis, market sizing, competitor benchmarking, buyer and investor screening, precedent transaction analysis and other transaction-specific research.
06
Deal Materials & Process Support
Tap to read moreWe provide non-client-facing execution support in developing and maintaining transaction materials throughout the deal process.
Our work includes presentations, information memoranda, management materials, analysis updates, process trackers, data-room materials and other adviser-branded deliverables required across a live engagement.
When clients engage us
Common starting points
Advisory firms typically engage us when they need additional execution capacity across live mandates, are managing multiple transactions simultaneously, require specialist valuation or modeling support, or need scalable analytical capacity across M&A, FDD and CDD engagements.