TRANSACTION
 

Transaction
Advisory
We help our clients evaluate mergers and acquisitions, loans and investments. Capstone provides transaction advisory services to some of the world's largest commercial and investment banks, private equity and venture capital firms and their legal counsel. Because we are flexible in scope, move quickly and provide highly-experienced, focused professionals, we are a cost-effective solution to small and medium sized businesses as well. Capstone is an excellent alternative to the large, bureaucratic firms.

We provide financial and operating due diligence, help in the capital markets, internal control evaluations, cash and working capital forecasting, and other important functions, working seamlessly with your team to quickly and efficiently get to closure.

Typical Transaction Advisory Services

Integrity of business plans and cash flow projections
Quality of earnings and control environment reviews
Evaluation of management and systems
Analysis of obstacles to growth
Synergy and shutdown analysis
Evaluation, design and implementation of integration plans
Accounting policy issue analysis
Debt capacity and capital structure assistance
Compliance reviews
Limited access due diligence
Business valuation services
Post-closing adjustments and disputes
Transition services guidance


We also provide post-closing transaction support, evaluation of loan and investment portfolios, collateral pools, interim management, capital raising and other specialized services. With our extensive knowledge of the markets across a wide range of industries and our depth of transactional experience, we are a one-stop solution to executing a transaction without losing the boutique firm touch.