TRANSACTIONAL SERVICES 

A transaction is one of the most complex and risky business propositions an organization can undertake. We serve as trusted advisors to our clients, helping them make better and more informed decisions about how they can strategically manage capital and transactions.

Our advice focuses on the capital agenda, which helps us provide a full range of integrated services that are aligned to the objectives of our client’s wealth and assets. Whether you’re preserving, optimizing, raising or investing capital, our transactions team brings together a robust combination of skills and insights to deliver tailored advice.

We operate across three sub-service lines:

  • Transaction support (focused on financial due diligence)
  • Transaction tax
  • Capital transformation, which includes the following competencies:
  • Valuation and Business Modeling
  • Restructuring
  • Lead Advisory (mergers and acquisitions advisory and capital-related advisory)
  • Operational Transaction Services

We advise our clients on areas impacting transactions, including:

  • Strategic alternatives
  • Financial and tactical advice relating to acquisitions or divestitures
  • Quality of assets under management and its related earning streams
  • Changes in the customer base with an assessment of concentrations, profitability and attrition
  • Product mix and breadth of distribution
  • Balance sheet and income statement drivers
  • Tax attributes and structuring
  • Employee benefit programs, compensation structure, and key employee retention
  • Information technology risks associated with platform functionality and scalability
  • Asset valuation and business modeling
  • Business integration and synergy assessment
  • Regulatory changes and implications on the business
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WANT YOUR WEALTH TO BE MANAGED BY EXPERIENCED EXPERTS?