Transaction Advisory

Today’s competitive market requires businesses, investors and lenders to act quickly and cautiously with confidence. Our transaction advisory service specialists draw on Houlihan Lokey’s extensive heritage in investment banking as well as our vital industry and technical knowledge to provide financial advice. , accounting, tax and actual operations, independent and centralized. and target assessment through exiting a trade or capital market activity.

Taking an industry-specific, practical and flexible approach, we tailor our support and products to specifically focus on the needs of our customers in each transaction. Our integrated team of finance, tax and transaction professionals is made up of the world’s most recognized private equity, industrial, banking and accounting and consulting firms.

Our clients benefit from a unique approach  as we offer a full range of services with market leading corporate financial, valuation and restructuring services to help us ensure that we deliver value throughout the life of your transaction. We provide tailored advice without the conflicts and inefficiencies that most other providers experience.
As a market leader in mid-range M&A, we are at the forefront of helping clients identify, capture, and monetize strategies to create and preserve value, delivering value greater value for  shareholders and improved IRR.

tech daily h329GHs lC8 unsplash

Here are some key points to keep in mind when considering transaction advisory

Transaction advisory services can help buyers and sellers make informed decisions about a potential transaction by providing expert analysis and advice.

These services can include financial due diligence, tax due diligence, legal due diligence, and commercial due diligence.

Transaction advisors can also help with negotiating and structuring deals, preparing financial models, and developing post-merger integration plans.

The goal of transaction advisory is to help clients minimize risks and maximize value in a transaction.

Transaction advisory is a specialized field, and it is important to work with advisors who have experience in the relevant industry and transaction type.

Transaction advisors can work with clients on a one-time or ongoing basis, depending on the specific needs of the transaction.

Benefits

Transaction advisory services refer to consulting services that assist clients in planning, executing, and managing various types of transactions, such as mergers and acquisitions, divestitures, joint ventures, and corporate restructuring. Here are some potential benefits of engaging transaction advisory services:

  1. Expertise: Transaction advisory firms typically have a team of experienced professionals with specialized expertise in various areas, such as due diligence, financial modeling, tax, and regulatory compliance. This expertise can provide valuable insights and guidance to clients throughout the transaction process.

  2. Improved Decision Making: Transaction advisory services can help clients make informed decisions by providing analysis and insights on the potential risks, opportunities, and value drivers associated with the transaction.

  3. Transaction Process Management: Transaction advisory firms can assist clients in managing the complex process of executing a transaction, ensuring that deadlines are met, regulatory requirements are fulfilled, and potential risks are identified and addressed.

  4. Mitigation of Risks: Transaction advisory services can help clients identify potential risks associated with the transaction and develop strategies to mitigate these risks, reducing the likelihood of negative outcomes.

  5. Increased Value: Transaction advisory services can help clients maximize the value of the transaction by identifying potential synergies, optimizing deal structures, and negotiating favorable terms.

  6. Access to a Network: Transaction advisory firms have established networks of industry contacts, which can be leveraged to help clients identify potential transaction targets or partners.

No two M&A transactions are alike. The definition of success varies from transaction to transaction depending on the strategic goals of the buyer and seller and the position of the investor in the capital structure: private equity and corporate investors as well as private investors. Secured and unsecured loans look for different information in risk and reward management. At the same time, transaction times are shorter than ever, bringing new urgency to the critical process of identifying and analyzing financial, operational, tax, regulatory and other risks and opportunities. other risks and opportunities, and then translate that information into useful insights and timely results.
Every client engagement begins with an in-depth exploration phase during which our dedicated advisory teams develop a basic understanding of the proposed transaction, investment thesis, then tailor our services to meet your needs and strategic goals.
Our client engagements are partner-led, bringing you dedicated dealing teams, driven by the extensive experience of BDO professionals in areas such as public accounting, valuation, investment banking and business consulting, as well as the knowledge they gain through experience in a wide range of industries.
In addition, our trading advisory services are enhanced by our proprietary trading website - a data model-driven analytics engine that increases analysis accuracy and efficiency and financial modeling, even in very complex transactions. These capabilities help us identify and resolve financial, tax and operational issues before they disrupt transactions.

A successful business requires a lot of sweat and hard work. Each decision is a small step towards achieving larger goals. A business must overcome a new set of challenges every day and strive to succeed in overcoming them. In such a situation, when a business faces a new set of challenges and risks, you should mitigate them by hiring the services of professionals. There is nothing better than entrusting the responsibility of business transactions to a trading advisory service. Especially in business transactions, it is advisable to avoid uncertainties and resort to transaction advisory services.

GET IN TOUCH

We prepare taxes, plan for the future, and provide advice on all of your financial needs. We take a comprehensive approach to our clients. We don’t just apply a single solution.

Call or email us any time or, simply fill out the contact form below and a member of our team will be in touch.

Please provide as much detail as possible in regards to the reason for your enquiry so our tax advisers can prepare and tailor their response to reflect your needs. We will endeavour to – respond/call you back – to discuss your enquiry and you will not be charged for this time.