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    Transaction Advisory

    Experienced Transaction Advisors

    The FD Transactions team has facilitated hundreds of successful transactions. Through comprehensive due diligence and deft handling, we support companies on both a buy-side and sell-side of a deal with a full suite of mergers and acquisition services. Our experienced transaction advisory professionals are actively involved in every step to give you the best support, fast.

    Industries of Expertise

    We have extensive relationships supporting buy-side and sell-side organization such as private equity groups; investment bankers, advisors and brokers; strategic corporate clients; family offices; and financial sponsors in the following categories:

    • Business services
    • Consumer goods
    • Consumer services
    • Food and beverage
    • Healthcare
    • Hospitality
    • Manufacturing and distribution
    • Real estate
    • Restaurant/Retail
    • Technology, media and telecommunications

    For more information on TAS, see our brochure (PDF).

    Transaction Advisory Solutions Across the Deal Lifecycle

    1

    Letter of Intent Negotiation

    Sell-side “reverse” due diligence*

    Enterprise readiness

    Transaction tax structuring

    IT risk assessment

    2

    Transaction Execution

    Buy-side due diligence*

    Transaction closing

    Purchase agreement

    Sell-side advisory

    3

    Post-Close

    Purchase price allocation & opening balance sheet

    Working capital & purchase price adjustments

    IT system integration

    Earn out

    Tax planning & compliance

    Financial statement audits

    *Due Diligence

    Quality of earnings

    Quality of assets

    Debt-like items & liabilities

    Income statement trend & key metric analysis

    Working capital analysis

    • Financial Diligence

      • Quality of earnings
      • Quality of assets
      • Buy-side and sell-side financial due diligence
      • Sell-side advisory
      • Divestiture and carve-out assistance
      • Working capital assistance
      • Purchase agreement assistance

    • Valuation and Business Modeling

      • M&A valuation
      • Purchase price allocation
      • Business modeling
      • Fairness opinions

    • Tax Diligence

      • Tax structuring
      • Tax due diligence
      • Section 338 elections
      • State and local tax compliance

    • Comprehensive Due Diligence and Business Integration

      • Comprehensive M&A due diligence
      • Synergy identification and modeling
      • Integration framework development
      • Enterprise integration execution and management
      • Synergy validation and realization management
      • Merger optimization
      • IT risk management
      • Enterprise risk management (ERM)
      • Business Process Optimization

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