Transaction Advisory Services - Capstone Advisory Group

Transaction Advisory Services

Businesses of all sizes, including some of the world’s largest commercial and investment banks, private equity and venture capital firms, and their legal counsel, consistently turn to Capstone Advisory Group, LLC for our client-centric, results-driven transaction advisory services. Whether evaluating or executing mergers and acquisitions, substantial loans and investments, the purchase, sale or licensing of intellectual property or other valuable assets, we have the flexibility and experience to help your team make decisions and move efficiently to closure. Ours is a more personal, cost-efficient approach than larger, more structured firms; and our transactional experience stretches over an incredibly broad range of industries. We partner with international advisory and tax consulting firms to ensure all areas of multinational, complex transactions are addressed.

Streamlining the Process. Capstone is a one-stop solution for advice on executing any type of transaction. From financial and operational due diligence and assistance in the evaluation of capital markets opportunities, to cash and working capital forecasting and other vital functions, our valuable guidance will ensure your successful transaction. We assist in evaluating:

  • Integrity of Business Plans and Cash Flow Projections
  • Quality of Earnings and Control Environment
  • Management and Managerial Systems
  • Obstacles to Growth
  • Synergy and Shutdown Analysis
  • Design and Implementation of Integration Plans
  • Accounting Policy Issues
  • Debt Capacity and Capital Structure
  • Compliance Reviews
  • Business Valuation Services
  • Post-Closing Transaction Support Related to Adjustments and Disputes
  • Transition Services Agreements
  • Intellectual Property, Including Purchase, Licensing, and Monetization Options