Mergers and Acquisitions Advisory in Orange County, CA
M and A due diligence, exit planning, and transaction advisory for strategic moves.
Mergers and acquisitions represent some of the most consequential decisions a business makes. For companies in Newport Beach and Orange County considering a sale, acquisition, or merger, having experienced financial advisory support helps ensure successful outcomes and protects your interests.
Whether you are buying, selling, or merging, M and A transactions involve complex financial analysis, extensive due diligence, and high stakes negotiations. Our M and A advisory services provide the financial expertise needed to evaluate opportunities, conduct thorough analysis, and support negotiations through close.
What Our M and A Advisory Services Include
We provide comprehensive financial support throughout the M and A process.
- Transaction strategy and target identification support
- Preliminary valuation and deal screening analysis
- Financial due diligence on acquisition targets
- Quality of earnings analysis and normalization
- Working capital analysis and peg determination
- Deal structure and terms analysis
- Synergy identification and modeling
- Integration planning and financial modeling
- Sell side financial preparation and presentation
- Post close support and earnout tracking
How We Support M and A Transactions
Our engagement adapts to your role in the transaction and specific needs.
Transaction Assessment
We evaluate the strategic and financial merits of the proposed transaction, identify key risks and opportunities, and help determine whether to proceed.
Valuation and Deal Terms
We develop or review valuation analysis, model different deal structures, and help you understand the financial implications of proposed terms.
Due Diligence
For buyers, we conduct thorough financial due diligence on targets. For sellers, we prepare for buyer due diligence and help manage the data room process.
Negotiation and Close
We support negotiations with financial analysis, help resolve due diligence issues, and ensure smooth financial close and integration.
M and A Situations We Support
We advise on transactions across the M and A spectrum.
Acquisitions
Whether pursuing strategic acquisitions for growth or opportunistic purchases, we help evaluate targets, conduct due diligence, and structure deals effectively.
Business Sales
Selling your business is often a once in a lifetime event. We help you prepare financially, present professionally, and maximize value.
Mergers
Combining businesses creates both opportunity and complexity. We help model combined entities, analyze synergies, and plan integration.
Private Equity Transactions
PE deals have unique requirements and expectations. We support both portfolio company acquisitions and exits with appropriate rigor.
Why Choose Our M and A Advisory Services
M and A transactions involve significant value at stake and many ways for deals to go wrong. Experienced financial advisory helps you avoid costly mistakes and capture full value.
We bring objectivity to transactions that can become emotional. Our analysis helps you make decisions based on facts rather than excitement or fear. We identify risks early, negotiate appropriate protections, and ensure the deal you close is the deal you intended.
M and A Advisory Pricing
Advisory engagement pricing reflects transaction complexity and scope of support.
Transaction Size
Larger transactions typically involve more analysis, more complex due diligence, and higher stakes negotiations requiring more senior involvement.
Transaction Complexity
Multiple entities, earnout structures, international components, or regulatory considerations add complexity and effort.
Role in Transaction
Buy side and sell side engagements involve different work streams. Some clients need support only for specific aspects like due diligence.
Timeline
Compressed deal timelines require dedicated resources and intensive effort that affects pricing.
Service Area Coverage
We provide M and A advisory services to businesses throughout Orange County, including Newport Beach, Irvine, Costa Mesa, and the greater Southern California region.
Frequently Asked Questions About Mergers and Acquisitions Advisory
Our focus is financial advisory rather than finding buyers or sellers. We work alongside investment bankers or business brokers who handle deal sourcing, or support transactions where you have already identified a counterparty.
Quality of earnings examines historical financial performance to identify non recurring items, accounting adjustments, and normalize earnings to a sustainable level. This analysis is central to most M and A transactions.
Financial due diligence typically takes three to six weeks for small to mid market transactions. Timeline depends on data availability, complexity, and how quickly issues are resolved.
Yes, we support financial integration including combining accounting systems, establishing consolidated reporting, and implementing improved processes in acquired companies.
We typically work on transactions from one million to one hundred million dollars. Larger transactions may benefit from investment bank involvement, though we can support the financial analysis component.
We identify risks during due diligence, quantify potential exposures, and help negotiate appropriate protections such as representations, warranties, indemnification, or purchase price adjustments.
Get Started Today
Schedule your free consultation to discuss your mergers and acquisitions advisory needs.
Ready to Get Started With Mergers and Acquisitions Advisory?
Schedule a free consultation to discuss how we can help your business with mergers and acquisitions advisory and other financial services.