Quality of Earnings
Review reported and adjusted EBITDA, normalization adjustments, recurring items and run-rate performance.
Transaction Advisory
Decision-ready analysis for transactions that need clarity.
Transaction advisory support across quality of earnings, working capital, debt-like items, revenue analysis, forecasting and operating performance.
Core Lens
Deal clarity
Focused diligence, normalized findings and practical transaction insight.
Scope
Diligence workstreams built for cleaner decisions.
Use these support areas when management needs a deeper view of financial performance, cash conversion, forecasts and transaction risk.
Net Working Capital
Analyze cash conversion, seasonality and working capital trends across receivables, payables and inventory.
Debt and Debt-Like Items
Assess loans, leases, contingent liabilities and other adjustments that may affect transaction value.
Revenue and KPI Analysis
Review revenue streams, growth drivers, concentration, seasonality, cohorts and recurring revenue patterns.
Financial Modeling and Forecasting
Build decision-ready models around operating assumptions, cash flow, sensitivities and transaction scenarios.
Operational Efficiencies
Examine reconciliations, aging, payroll, tax, cash and vendor concentration to identify operating risk.
Approach
Move from source data to decision-ready findings.
Each review is structured around the transaction objective and the risks that matter to the decision.
Scope
Define the transaction questions, information request and review priorities.
Analyze
Review financial trends, supporting records and operational drivers.
Normalize
Separate recurring performance from one-off or non-operating items.
Report
Present clear findings, adjustments and practical decision points.
Planning a transaction?
Share the stage, timeline and requirement.