Financial Services

Mergers & Acquisitions

Candidate Origination

  • Sourcing – A filter-oriented process to qualify candidates by industry, size and synergies

Due Diligence

  • Financial, Legal, and Operations Reports
  • Marketing and Sales Inspection
  • Supply Chain
  • Key Management
  • Market Analysis
  • Competitive Analysis


  • Corporate Integration (Facility, IT, Finance/Accounting, Tax & Treasury and Legal.)
  • Product Integration
  • Internal Operations Integration (Employees, Reporting, Budget)

Structure & Financing

  • Determine the optimal structure of the combined entities
  • Obtain necessary financing to acquire seller
  • Negotiate term sheets