Transaction advisory
We help you safely navigate a merger, acquisition, or capital raising. We organize the process step by step, prepare the necessary materials, do analyses, and support you in talks with investors or partners — so decisions are based on facts, not pressure.
Early identification of issues give time to react, and the team a sense of security and control over the company's finances.
In our over 10 years of consulting experience, we have successfully completed more than 100 projects and business transformations. Check if the problems our clients faced, which we managed to successfully solve, also affect your company.
Who did we help?
- Companies preparing for a merger/takeover
- Companies planning to raise capital
- Companies carrying out new ventures within strategic agreements, e.g., Joint Ventures
- Companies needing external, independent experts to assess and validate planned business concepts
What were the main challenges?
- The company is on the verge of a specific deal (merger, acquisition, investor coming in, JV), but no one on the team has been through this kind of process before and it’s unclear where to start
- Owners worry that without preparation they'll enter negotiations from a weaker position — not knowing their worth, not having materials ready, and not knowing what to expect from Due Diligence
- Time pressure and the emotions that come with a transaction can lead to making decisions too quickly or on unfavorable terms
- There aren't enough internal resources to run the company and handle the whole transaction process at the same time — one starts to suffer at the expense of the other
What solution did we implement?
- We planned and ran the entire transaction process step by step — from getting the company ready for Due Diligence, through negotiating the terms, all the way to closing the deal
- We've put together a complete set of transaction materials: a financial model, pitch deck, valuation analysis, and the documentation needed to go through the formal steps of the process
- We represented the client's interests in talks with the investor or partner — making sure nothing showed up on the other side of the table that the company wasn't expecting
- We organized and carried out the Due Diligence process on the seller's side — sorting out the documents, closing gaps, and preparing answers to the buyer's questions
What benefits have our clients gained from this?
- Better valuation — the company went into negotiations with a full picture of its value and strong arguments, not just a price expectation
- The deal closed without any surprises: the investor/buyer didn’t find anything in the Due Diligence that would lower the price or break the deal
- The owners and management were focused on running the company, not on handling the process — all the logistics and communication with the other side were on our end
- The transaction went smoothly and on schedule, which reduced the risk of losing the investor and unnecessary costs from a drawn-out process
Work products
- Pitch decks
- Financial models
- Valuation analysis (including contributions, the company, or a separated part of it)
- Due Diligence Reports
- Materials for negotiating with a partner/investors
- Organization, negotiations, and business-side support in preparing the JV agreement
- JV business plans along with the necessary financial analyses
Don't know where to start? Start with a diagnosis.
If you feel like your organization is stuck in place but can't pinpoint the priorities, a Diagnostic Sprint is for you. It's a condensed working session that turns uncertainty into a concrete roadmap.