FD Transaction Advisory Services
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.
Our Solutions
Experienced Transaction Advisors 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
Industries We Serve
Delivering Value Across Industries
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 & Beverage
Healthcare
Hospitality
Manufacturing & Distribution
Real Estate
Restaurant / Retail
Technology, Media & Telecom
Our Offerings
Wealth of Expertise
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 & 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 & 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
Leadership
Tim Koch, CPA
FD Transaction Advisory Services
Brian Dermott, CPA
FD Transaction Advisory Services
