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Transaction Support

Due Diligence & Readiness

We’ll prepare the financial packages, models, and supporting documentation needed for buyers, lenders, and investors - reducing surprises and accelerating deal momentum.​

​Financial Modeling & Valuation Support

We’ll build clear, defensible financial models, scenario forecasts, and valuation inputs to support negotiations, investment decisions, and strategic planning.​​

Fractional CFO
We’ll guide you through major financial events with clarity and discipline - from due-diligence readiness and financial modeling to deal coordination, lender conversations, and post-transaction integration - so your transaction stays structured, moving, and aligned with your goals.

​Post-Transaction Integration & Stabilization

We’ll support the transition after a deal closes - establishing clean reporting, aligning systems, and stabilizing financial operations so you get value from day one.

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​Deal Coordination & Financing Support

We’ll coordinate communication between lenders, investors, lawyers, and advisors - helping structure financing packages, respond to requests, and keep the process organized.​

​How we work 

  1. Transaction discipline. We bring rigorous financial oversight to fast-moving deals so nothing slips through the cracks.

  2. One point of coordination. We streamline communication between lenders, investors, lawyers, and advisors to keep the deal moving.

  3. Flexible engagement. Support can be short-term for a single event or ongoing through the entire transaction lifecycle.​

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​Deliverables may include ​

Due Diligence & Readiness

  • Preparing financial statements, reconciliations, and supporting schedules

  • Building data rooms and organizing documentation

  • Responding to buyer, lender, or investor requests

  • Identifying red flags before due diligence finds them

  • Creating clean, defensible financial narratives

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Financial Modeling & Analysis

  • 3–5 year financial models and scenario analysis

  • Cash flow forecasts and covenant planning

  • Valuation inputs and sensitivity modeling

  • Deal-impact projections (working capital, debt, capex)

  • Modeling for recapitalization, restructuring, or refinancing

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Deal Coordination & Financing Support

  • Coordinating with lenders, investors, and advisors

  • Preparing lender or investor packages

  • Supporting financing structures (senior debt, subordinated debt, venture, private equity)

  • Drafting summaries, schedules, and explanations for stakeholders

  • Negotiation support around financial terms

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Post-Transaction Integration

  • Aligning accounting policies and financial processes

  • Creating consolidated reporting packages

  • Stabilizing cash flow management and monthly close

  • Integrating new departments, entities, or product lines

  • Establishing KPIs and financial controls for the new structure

   

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