Growth Strategy
  Transaction Services
  Creditor Advisory Services
  Investment Banking Services
  Mergers & Acquisitions
  Capital Raising
  Transaction Services



Given the bleak reality that approximately 80% of M&A transactions fail to create value, or even destroy value, due diligence is a critical step in the acquisition or sale of a business. In a competitive process, it is critical for an acquiror to understand strategic fit of a target, assess potential risks and to quantify both. We work with business owners, CEOs, private equity firms, and development executives to conduct due diligence that is thorough, rigorous, and comprehensive. Grounded in the conviction that valuing non-public companies is about more than numbers, we ensure that private companies pursue the right objectives. Achieving optimal solutions requires industry experts who understand value drivers in complex logistics and transportation companies, and we are committed to success at every stage in an M&A transaction.

Our Transaction Services framework includes:

Business Definition

  • Assess the function of each division to create accurate business definitions void of vague website and marketing jargon
  • Establish a well-defined benchmark for comparable valuation analysis

Business Analysis

  • Conduct granular-level business assessment including P&L and returns
    analysis focused on a snapshot of current geographic locations or facilities
  • Evaluate profitability, returns, and growth prospects by geographic and vertical
    markets

Corporate Strategy/
Franchise Potential
Assessment

  • Analyze organizational structure, competitive positioning, and growth potential
  • Examine revenue and cost synergies across the business units of a company
  • Conduct qualitative evaluations of shared intellectual capital in IT, human
    resources, marketing/sales, and industrial engineering
  • Assess organic growth potential to evaluate geographic and vertical segment
    growth, cross selling opportunities, demand drivers, and capital requirements
  • Identify acquisition-driven options, value levels of tuck in deals, as well as
    post-acquisition integration strategies

Market/Competitive Analysis

  • Understand customer and competitor perspectives to evaluate organic growth
    potential and conducting profitability analysis
  • Investigate the capabilities and cost of competitors to determine relative position
  • Target customers to understand how they choose their providers examining both priorities and pricing
  • Analyze outsourcing trends and propensity by customer

Valuation

  • Transcend the simple mathematical application of multiples to assess positioning for future exit by considering potential buyers, best comparables as well as growth and profit potential
  • Analyze granular data to uncover patterns and identify cause-and-effect
    relationships
  • Provide clients with the tools needed to spot and evaluate such relationships
    where traditional finance tools fall short of providing such insight because of
    differing incentives between most public and private companies
  • Understand value drivers to gauge why value is or isn’t created and for assessing the durability of value-creating mechanisms

 

 

Washington DC  |  Chicago   1110 N. Glebe Road, Suite 250 | Arlington, VA 22201
703.276.9100