Capital advisory
- Refinancing
- Acquisition financing
- Financial forecast and projections
- Financing proposals
- Navigating financial difficulty
- Complex lending deals
Mergers, acquisitions and divestitures
- Preliminary pricing analysis
- Liquidity analysis
- Management buyouts
- Identify prospective buyers or acquisition targets
- Support to prepare go-to-market materials
- Coordinate internal and external advisors
- Negotiation support, completion of all closing details
- Recapitalizations
- Financial modeling & analysis
Transaction advisory services
- Buy-side financial due diligence & quality of earnings
- Sell-side due diligence & quality of earnings
- Post-close transaction support
- Integrated due diligence (Includes tax, HR, operations & supply chain, internal control, cybersecurity & IT, background investigations, synergy assessments)
Valuations
- Understand the fair market value of your business
- Shareholder disputes (Includes dissent and oppression remedies)
- Business transition support
- Succession planning
- Regulatory compliance
- Purchase price allocation (tangible assets, identifiable intangible assets and goodwill)
- Goodwill impairment testing
- Fairness opinions
- Personal injury and loss quantification
Complex Financial Instrument Pricing
- Fair market valuation of financial instruments (loans, bonds, preferred stock), derivatives (options, employee stock options, swaps, and forwards/futures), other complex financial arrangements (hybrid or combined instruments)
- Determination of synthetic credit rating and risk-adjusted rates (Includes the incremental borrowing rate under IFRS 16)
- Hedge effectiveness assessments
- Credit and counterparty, market risk, and liquidity risk management
- Stress testing of capital and funding plans
- Financial risk strategy, appetite, tolerance & limits
Consulting
- Digital transformation
- Financial transformation
- Human capital management
- Operational transformation
- Social and public sector consulting
Restructuring
- Formal corporate insolvency filings
- Turnaround and restructuring
- Viability and financial reviews
- Business plans
- Accelerated M&A
- Strategic performance review
- Division I and Division II proposals
- Anti-money laundering (AML)
o Compliance program review & testing
- Forensics investigations and litigation & data analytics
o Fraud investigations
o Forensic accounting, including digital forensics
o Litigation, dispute or loss quantification support
o Integrating data analysis
o Resolving data analysis issues
o Money laundering investigations
o Due diligence/background investigations for M&A, investments, partnerships, etc.
- Whistle-blower reporting solutions
- Services are offered through a strategic alliance with VARS Corporation, part of Raymond Chabot Grant Thornton