Deal Advisory

Helping deliver strategic solutions, regardless of where you are in the deal lifecycle. Our firm provides strategic support to clients navigating complex business transactions. We assist with mergers, acquisitions, divestitures, and other corporate restructuring activities by offering financial analysis, valuation insights, and transaction readiness assessments. Our goal is to help clients make informed decisions, maximize value, and achieve successful outcomes throughout the transaction lifecycle.

Contact an Advisor

Deal Advisory Built on Partnership and Precision

Our Deal Advisory teams are all equipped to guide you through the intricacies of undergoing a transaction.

Tax and IT Due Diligence
Business process optimization
Quality of Earnings

Click here to download our brochure.

Our Services

Our Capabilities

Pre-Transaction

Enhance operational efficiency and financial performance. Learn more about our Transaction Quarterback Services to prepare you for a transaction.

Tax & IT Due Diligence

Gain a clear understanding of the value, scalability, and potential vulnerabilities of your technological infrastructure and tax implications.

Post-Transaction

Identity and capture operational synergies after the deal closes. Our team can help you throughout the transaction and beyond.

Services We Offer

M&A Advisory (Transaction Readiness)

From transaction preparedness to cost structure optimization, our team ensures you are in a position to achieve a positive outcome and accomplish your goals.

Quality of Earnings: Buy & Sell Side

Assist buyers or sellers with financial due diligence by addressing complex transaction matters, normalized EBITDA and net working capital.

Transaction Tax Due Diligence

Evaluate and fine tune your tax structure to help you prepare for an upcoming transaction.

Restructuring Advisory

Develop and execute strategies to maximize recovery, minimize exposure, and realize your business outcome.

Post-Transaction Advisory

A data driven analysis solution hub to deliver transparency and guide you towards a solution pre or post transaction.

IT Due Diligence

Gain an understanding of the technological strengths, weaknesses, opportunities, risks, and liabilities with your target company.

Meet the Deal Advisory Leader

Learn more

Daniel Boarder

Deal Advisory Partner

Daniel Boarder has more than 21 years of professional experience in a variety of industries and roles. Daniel has extensive experience assisting private equity firms and corporate buyers in evaluating potential company merger and acquisition targets.

He focuses most of his attention in the following industries: healthcare, energy, manufacturing and distribution. Daniel has previous experience in the financial services industry performing financial analysis, evaluating operational efficiency, and supporting growth initiatives.

We look forward to supporting you