Mergers and Acquisitions

Identify and evaluate M&A acquisition targets — building target universe screens, scoring criteria frameworks, and preliminary profile summaries to support corporate development pipelines.

Analyze regulatory requirements for cross-border M&A transactions — covering antitrust filings, foreign investment review, merger control timetables, and regulatory risk assessment across jurisdictions.

Advise on M&A transaction structure — analyzing asset vs. stock purchase trade-offs, earnout design, consideration mix, and deal mechanics to optimize outcomes for buyers and sellers.

Coordinate and structure M&A due diligence processes — organizing workstreams, tracking findings, and producing diligence reports across financial, legal, and operational reviews.

Design and manage post-merger integration plans — structuring workstreams, Day 1 readiness checklists, synergy tracking frameworks, and integration governance models for acquired companies.

Develop M&A negotiation strategies for buyers and sellers — analyzing leverage positions, bid increment logic, term sheet priorities, and counter-offer frameworks across deal stages.

Identify, quantify, and stress-test M&A synergies — building cost and revenue synergy models, integration cost estimates, and synergy realization timelines to support deal pricing and investment cases.

Build and review M&A valuation analyses — DCF models, comparable company analysis, precedent transactions, and LBO frameworks to support deal pricing and negotiation decisions.

Build and manage proprietary deal flow pipelines for private equity funds — developing sector theses, mapping owner-operated targets, and structuring outreach strategies for proactive deal sourcing.

Guide sell-side M&A processes from preparation through close — structuring auction processes, preparing CIMs, managing buyer outreach, and coordinating negotiation and closing workstreams.