Competition is fierce in the middle market. You need an agile, strategic advisor who can execute flawlessly, delivering value and driving growth. That’s where we come in. We’ve seen it all, and more than 1,800 private equity firms and portfolio companies look to us to pinpoint value and provide single-point access to highly regarded experts. We take the time to focus on expert implementation and execution of the strategies that will maximize your investments throughout the private equity lifecycle.
We’ve worked with clients of all sizes, from those with complex entity structuring to those with less complicated systems. We know what to look for, and our comprehensive services will make sure you know what you’re getting into. Our services range from transaction advisory, audit, tax, and finance and accounting outsourcing to technology, operations, and strategy.
Each year, we advise more than 600 middle market private equity firms on 350+ deals, bringing clarity and confidence throughout the fast-paced deal environment. By partnering with our investment bank, P&M Corporate Finance, and our other affiliates, we provide consistent deal flow and offer critical value-added services that help you avoid the additional costs and complexities of working with multiple advisors. Furthermore, we understand the importance of maintaining relationships, and won’t bulldoze an acquisition target. We treat each seller with respect and make the process as painless as possible so that you emerge with relationships intact — or even improved.
Maximizing value throughout the PE life cycle
Discover how we can help with each phase of your investment life cycle:
- Due diligence: How confident are you that your target’s financials are accurate? Are you certain that performance forecasts are valid? What are the key drivers of EBITDA growth supporting your investment thesis? Our team conducts a wide range of due diligence – including buy-side and sell-side, along with financial, tax, commercial, operational, and IT — with analysis that reveals the story behind the numbers.
- Transaction advisory services: Have you explored every scenario? Have you and the seller agreed to adequate working capital? To ensure a smooth close, we provide closing/opening financial statement audits, fairness opinions, and interim accounting support services.
- Value creation: Once the deal is closed, what’s your first step? Our team will help you define your initiatives, capitalize on those first 100 days, and tailor a plan to achieve maximum value during the overall investment hold period. We’ll position you for growth by effectively leveraging technology and implementing strategic operational improvement plans.
- Exit investments: Is your exit strategy designed to give you the strongest ROI? Our consultative sell-side diligence is a critical differentiator, allowing us to develop a plan to optimize your exit value and to support an efficient transaction process. We’ll make sure you’re well-positioned to exit when the time is right.