J.S. Held Acquires GLI Advisors, Strengthening Our Construction Project Support Services in the Western US and Hawaii
Read MoreCapital markets are complex and fluid, often changing in very dynamic ways over accelerated business lifecycles and time frames.
These ever-changing dynamics increase demand for greater diligence clarity in compressed timeframes, often provided using third-party professionals to evaluate potential investment opportunities.
We partner with investors as trusted advisors to expertly navigate the challenging deal and investment climate. Our operational expertise is blended with an array of industry experiences, financial acumen, and technical knowledge to deliver unparalleled enterprise analysis to our clients. We leverage decades of transactional experience to understand each client’s unique situation, allowing for keen insights into diligence issues and the simplification of complex business operations.
As part of the transactional due diligence process, most investors seek one or more outside assessments from third parties, often with individual expertise. We deliver a comprehensive solution combining financial, operational, and technical expertise to provide investors with turnkey, holistic transaction diligence. Our rapid initial reviews provide operational and financial insights that not only look at historical performance but also include an assessment of sustainable future profitability. Most transactions require one or more of the following assessments, which we provide to investors from a single source:
When more specific industry expertise is required, we collaborate with over 1,500 in-house financial, technical, scientific, and strategic subject matter experts to provide specialized transaction diligence services.
Our clients comprise a variety of capital providers, each with unique requirements for transactions, such as:
Our proprietary Quality of Enterprise® assessment provides a 360-degree perspective of potential investments by integrating both Quality of Earnings and Quality of Operations reviews into a single holistic evaluation.
We leverage decades of experience in middle-market transactions to deliver actionable intelligence that strengthens transaction insight and mitigates execution risk. Our comprehensive approach provides investors, private equity firms, and corporate buyers with a deeper understanding of a target company’s financial integrity and operational resilience.
By identifying core risks, potential synergies, and post-transaction integration challenges from the onset of a transaction, our review enhances informed decision-making and accelerates value creation. The Quality of Enterprise® assessment supports strategic planning with detailed insights into enterprise information systems, operational scalability, and cost structures.
Our forward-focused Quality of Earnings (QofE) report provides a comprehensive evaluation of historical profitability and an assessment of the normalized and sustainable future profitability. We examine the quality of the historical earnings, key indicators in the business, how projected changes in operation will impact results, and provide our views of the strengths, weaknesses, and gaps within the management team.
Most investors can benefit from an additional opinion on the future performance of the business and management beyond those directly involved in the deal. By providing a specialized QofE report, we deliver critical third-party knowledge for future issues that may arise (interim management needs, integration assistance, financial and operational value creation, etc.).
Regardless of the type of transaction, it is important to continually revisit and improve operationally oriented strategies, especially when a shift in an enterprise’s operational footprint or corporate strategy could put new pressure on operations.
We have an unparalleled track record of implementing solutions for operational excellence. Our operations review provides a comprehensive assessment of the target investment company’s operations in all aspects, including evaluating the management talent and organizational structure, supply chain and manufacturing processes, systems and controls, and sales and marketing processes.
We provide an in-depth evaluation of these areas to help inform our view of the target company's future performance and thoroughly examine the business's underlying operational health. While our operations review is intended to provide a full-scope view of an organization’s operations, it is deliberately flexible and adaptable to each unique transaction’s requirements based on strategic, financial, or bolt-on investment strategy.
Prior to engaging with an investment banker, it is critical to identify key value drivers and points of challenge to a company considering a sale process, allowing room for improvement and rectification before the complex sale process begins.
Our unique combination of operational, financial, and technical excellence and deep transactional expertise uniquely qualifies our experts to assist clients with the preparation of their businesses for sale. We perform Quality of Earnings and due diligence reviews while simultaneously improving business operations and identifying growth opportunities.
Our sell-side preparation services are typically deployed before a client engages with an investment banker, providing critical information that better positions the client before going to market. By understanding critical value drivers and nuances of our client’s situations, we implement operational fixes that mitigate obstacles and enhance value before beginning a sale process.
Additionally, we can help companies:
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Our insights cover a variety of topics impacting businesses, society, the economy, and the environment. Check out our latest white papers, research reports, educational seminars, industry speaking engagements, and perspective articles.
Acute Care Hospital Transaction Advisory
Clad Metal Producer
Concrete Products Manufacturer
High-Performance Steel Manufacturer
Investment Advisory Firm
Largest National Scissor Manufacturer
Long-Term Care Institutional Pharmacies
Transaction Advisory for Middle Market Metals Processor
Operational Diligence for Power Tool Distributor
Paper Products Distributor
Private Coffee Retailer & Distributor
Quality of Enterprise® for Specialty Cable Manufacturer
Software Company
Transaction Advisory for Manufacturer of Plastic Shopping Carts
