Whether it’s a merger, acquisition, fund raise or sale, our team offers the right advice precisely when it’s needed. Our Transaction Advisory services team collaborates seamlessly with yours to conduct thorough due diligence and advisory services, delivering valuable insights for strategic decision-making. We have experience working with both seasoned and novice leadership teams, helping to maximise the value achieved in every transaction.
Financial, tax, IT, ESG, regulatory financial and actuarial due diligence
Due diligence is one of the key tools used by buyers and sellers alike to support selling their businesses, acquiring or (re)financing transactions, ensuring that risks are identified, documented and addressed by stakeholders. Carried out well, this is a valuable process that helps all parties get the transaction done.
Our experienced team provides high-quality due diligence services tailored to your needs. Our aim is to help you decide whether to invest, understand the impact of different pricing points, provide validation of your strategic plans and help you plan for integration success.
We look to add value throughout the transaction – from readying your business for a deal, considering issues that might impact on the deal itself, through to advising on post-deal operational challenges.
We undertake financial, tax, regulatory finance, IT (including cyber), ESG and actuarial due diligence. Our hands-on approach from senior team members and continuous contact throughout the process will give you the benefit of hearing our findings as they emerge, allowing ample time to address them.
Vendor support and transaction readiness
We provide health checks and diligence readiness reviews for clients looking to sell their businesses. This aims to identify and resolve any potential value-driving or deal-breaking issues well in advance of a transaction. This incorporates working with you to identify any improvements to your business, systems and controls, including the implementation of new reporting.
We can help as you look to sell your business through providing full vendor due diligence via discreet pieces of work, such as:
- Data book preparation – preparation of data books to support your sale and advisors. This includes consolidation of reported financials, normalised P&Ls (quality of earnings) and analysis of revenue and commercial drivers
- Locked box paper – the creation of locked box papers which include the identification of a normalised net working capital, profit ticker and cash-like and debt-like items to flow into the EV to equity bridge.
- Forecast model – preparation of integrated three statement forecast model to support valuation and growth prospects.
We offer advice and support to ensure the seamless execution of deals.
SPA and APA reviews
Our team can provide reviews of Sale and Purchase Agreements (SPAs) and Advance Pricing Agreements (APAs) to ensure that they are in line with transaction mechanics, in particular the earn out, completion accounts and locked box schedules. Our team will undertake these reviews to ensure they are relevant and appropriate to the work we have already undertaken in diligence or in the vendor support and transaction readiness processes.
Preparation of funds flows
To support the flow of money from the EV to equity bridge, we can prepare or review funds flows to ensure they are in line with the expected and actual payments due to parties.
Completion accounts and earn out preparation or reviews
During and after completion we can support the final payments through completion accounts and earn out preparation or reviews.
For more information on our other transaction advisory services
Data and strategy
Our experts support businesses through pre-transaction reviews and post-deal integration to upgrade processes.
Financial accounting advisory
Our expert team provide a wide range of accounting advice, assistance with implementation of new accounting standards, transaction support and technical training services to support your business in an increasingly demanding financial reporting environment.
IPO and Capital Markets
Whether you are just starting to consider listing, have already decided which market you want to IPO on or are an experienced listed business looking to carry out further transactions, our Transaction Advisory Services team can support you.
Transaction tax advisory
Our Transaction Advisory services team has a wealth of experience in guiding clients through transactions.
We understand the challenges that you face and can provide the advice you need to allow for effective tax management and provide you with a clear strategy throughout a transaction.
Valuation
Our specialist Valuations team can support your company with trusted, independent valuations for a wide range of purposes.
Post-deal Purchase Price Allocation (PPA) reports are required by external auditors as part of a transaction.
We have a collaborative approach, working closely with you and any external advisors to fully understand the requirements and any challenges that may need to be overcome to deliver a valuation that is fit for the purpose intended and in a timely manner, ensuring all parties are kept informed throughout the process.
