M&A and Transaction Services

Full Suite of M&A and Transaction Services

  • Feasibility and operational due diligence
  • Carve-out financial statements and quality of earnings reviews
  • Buy- and sell-side mandates
  • Strategic and financial advisory services
  • Debt refinancing and capital raising
  • Earn-outs and contingent consideration
  • Structuring tax efficient transfers and attribute utilization
  • Management / employee buy-outs
  • Post-closing adjustments and post-acquisition disputes
  • Business enterprise and intangible asset valuations

Download PDF  M&A Summary Report (Dec. 2015)

 

Restructuring

Restructuring and Turnaround

  • Chief Restructuring Officer / Chief Financial Officer / Chapter 11 Examiner / Turnaround and Financial Consultant
  • Consolidate / wind-down operations
  • Section 363(b) sales
  • Valuations
  • Debt capacity and cash flow analysis and budgeting
  • Buy and sell-side due diligence
  • Assignee / receiver

 

OperationalImprovement

Operational Improvement and Strategy

  • Production management (schedule coordination and optimization, work flow, supply chain, sourcing)
  • Quality systems (total cost of quality, first time pass rates, training)
  • Productivity enhancement (production optimization, team building, equipment utilization)
  • Sales and marketing (sales force analysis, brand identification, product line rationalization and profitability analysis, market strategy and effectiveness)
  • General management (organization and structure, leadership effectiveness, succession planning, human resource practices, communication)
  • Strategic assessments and alternatives / sales process and monetization of non-core operating units
  • Proprietary tools to evaluate residual interests and servicing rights
  • Budgetary and department accountability / dashboards
  • Hospital administration and operational and facilities consulting

 

EnergyIndustry

Energy Industry Operations

  • Capital markets strategy
  • Formulation and analysis of drilling programs
  • Risk management and hedging program structuring and implementation
  • Organizational design and best practices for middle market E&P companies

 

 

PowerIndustry

Power Industry Operations

  • Permitting / environmental / regulatory approvals
  • Air, water and wastewater analyses
  • Engineering, procurement and construction management
  • Market demand analyses, including repowering and conventional versus renewable
  • Develop infrastructure for energy facilities
  • Facility commissioning and start-up

 

 

Litigation

Expert Witness and Litigation Support

  • Valuation, damages, causation and mitigation of damages
  • Financial investigations, business plans and business viability
  • Solvency (insolvency), avoidance actions and fraudulent conveyances and preferences
  • Insider transactions and Ponzi Schemes
  • Tax implications of transaction structures, the value of the tax shield and ability to use tax losses
  • Accounting methods, audit professional standards and malpractice

 

 

TaxValuations

Transaction, Financial and Tax Valuations

  • USPAP compliant valuations
  • Summary valuations under AICPA guidelines
  • Built-in gain financial analyses, including assessments of intangible assets under IRS Notice 2003-65
  • Fresh start accounting valuations and purchase price allocations

 

 

Forensic

Forensic and Fraud Investigations

  • Quantification / documentation of constructive and actual fraud
  • Chapter 11 Examiner or Accountant for Examiner
  • Insider and affiliate transactions
  • Market comparable transaction terms and out-of-market transactions