Investment Advisory

Who We Work With

Investment Banks
Business Brokers
M&A Advisory
Corporate Development

What We Do

  • Marketing

    Marketing


        • • Creating Whitepapers
          • Creating Case Studies
          • Creating Newsletters
          • Managing Social Media Platforms
          • Formulating E-mail Campaigns
          • Writing Press Releases
          • Managing CRM Databases
  • Deal Sourcing

    Deal Sourcing


        • • Industry Landscaping & Research
          • In-Depth Market Analysis
          • Identifying Potential Targets
          • Company Profiling & Benchmarking
          • Creating & Maintaining Data Rooms
          • Creating Periodic Industry Newsletters
  • Valuation

    Valuation


      • • Financial Modeling & Assumption Validation
        • LBO & DCF Modeling
        • Operational Modeling
        • Merger Modeling
        • Sensitivity Analysis
        • Trading & Precedent Transaction Comparable Analysis
        • Fairness Opinion
  • Deal Execution

    Deal Execution


    • • Analyzing and/or Creating Data Rooms
      • Preparing Teasers & Investment Memorandums
      • Identifying Potential Buyers/ Investors
      • Financial Statement Analysis
      • Term Sheet Evaluation