Mergers & Acquisitions (M&A)
M&A success depends on speed, clarity, and trust in the numbers. We provide CFO-led support across buy-side and sell-side transactions - helping you prepare clean financials, quantify risks, and negotiate from a position of evidence.
We combine due diligence readiness, valuation modelling, and transaction execution support to keep the process moving and reduce costly surprises. You get structured data room materials, defensible assumptions, and clear decision points for management and investors.
Whether you are acquiring a competitor, selling a business unit, or raising capital with transaction-like scrutiny, we help you stay in control.
What’s included
✔️ Financial due diligence preparation and/or execution (quality of earnings, working capital, debt-like items)
✔️ Normalization of EBITDA and identification of one-offs, related-party items, and unusual trends
✔️ Valuation and deal modelling (DCF/ multiples as needed, plus transaction structure scenarios)
✔️ Data room preparation: financial pack, schedules, reconciliations, narrative explanations
✔️ Support in negotiations: value driver narrative, risk quantification, and term impact modelling
✔️ Coordination with legal, tax, auditors, and other advisors (single finance point-of-contact)
✔️ Closing support: final adjustments, completion accounts, working capital true-ups
✔️ Post-transaction handover support: reporting structure, integration finance routines, KPI alignment
What we need from you
✔️ Latest annual financial statements and current YTD management reporting
✔️ Access to accounting data and key supporting documents (contracts, debt schedules, payroll summaries)
✔️ Ownership/ group structure and any related-party arrangements
✔️ Transaction objectives and constraints (timeline, target price, strategic rationale)
✔️ Customer/supplier concentration overview and key contract terms
✔️ Existing forecasts/business plan and synergies assumptions (if buy-side)
✔️ Any known issues: disputes, audit findings, operational risks
How it works
1. Kick-off: define transaction scope, timeline, stakeholders, and required deliverables.
2. Data readiness: reconcile numbers, build schedules, and prepare a clean financial story.
3. Due diligence: run analyses (QoE, WC, debt-like items) and highlight risks/adjustments.
4. Valuation & structure: model price ranges, terms, and scenarios (earn-outs, seller notes, etc.).
5. Negotiation support: quantify impacts of findings and help position arguments with evidence.
6. Closing & handover: finalize adjustments, coordinate sign-off, and support transition planning.
Typical timeline
Preparation / data room readiness: typically 2–4 weeks (depends on data quality and complexity).
Active diligence + negotiations: typically 4–12+ weeks depending on deal size and stakeholder speed.
Full transaction cycle: commonly 1–4 months, but can be shorter for small deals or longer for complex negotiations.
Post-close support: optional 2–8 weeks to stabilize reporting and integration routines.
Common pitfalls we prevent
✔️ Entering negotiations without normalized numbers (later price reductions and trust issues)
✔️ Missing debt-like items and working capital true-ups (surprise value leakage)
✔️ Data room chaos - slow responses and credibility damage
✔️ Overstated synergies or growth assumptions without operational proof
✔️ Ignoring tax and legal impacts on transaction structure
✔️ No ‘red flag’ prioritization - teams waste time on low-impact issues
✔️ Weak narrative: buyers/sellers don’t understand the value drivers and risks
FAQs
Find answers to common questions!
Yes. We prepare sellers for scrutiny and support buyers with diligence and valuation to reduce risk and overpayment..
A QoE assesses sustainable earnings by normalizing one-offs and identifying risk areas—often a key factor in negotiations.