Transaction Services
Our Position
Every material transaction carries financial risk that lives in the detail — in the quality of earnings, the sustainability of cash flows, the assumptions embedded in a valuation. Our Transaction Services practice exists to surface that risk, quantify it, and give our clients the analytical foundation to negotiate, structure and execute with confidence.
We work across buy-side and sell-side mandates, providing financial due diligence, valuations and bespoke financial modeling that is built for a credit committee or an investment committee — wherever the analysis will ultimately be tested.
Our Capabilities
Institutional Grade
A transaction is only as sound as the numbers that underpin it. Our financial due diligence work goes beyond the face of the accounts — examining earnings quality, working capital normalisation, debt and debt-like items, and the key financial risks and opportunities that will determine value.
Valuation is not a formula — it is a judgment built on rigorous analysis. We provide independent, defensible valuations across methodologies, alongside deal structuring advice that protects our clients' positions and aligns economics with risk.
A model is only useful if it can be interrogated under pressure. We build integrated, transparent financial models from the ground up — designed for the decisions they will support, whether that is an investment committee, a lender's credit committee or a board presentation.
The quality of presentation matters as much as the quality of the analysis. We translate complex financial work into clear, board-ready documents and data room materials that support informed decision-making at every level of the transaction.
Our Approach
Every engagement is scoped precisely and delivered by senior practitioners, matching the pace of a live transaction without compromising on rigour.
Mandate Briefing
We align on the transaction context, key decisions to be made and the information available before scoping any work.
Scope & Timeline
A defined scope of work, agreed upfront. Clear deliverables, fixed timeline, no scope creep.
Analysis & Modeling
Senior-led execution. Every model and report is built to withstand data room, credit committee and board-level scrutiny.
Delivery & Debrief
We walk through findings with your team and remain available through to close for follow-on queries and revisions.
Who We Serve
Private Equity
Buy-side and sell-side financial due diligence, LBO modeling and valuation for PE-backed transactions across all deal sizes.
Private Credit & Lenders
Pre-lend financial due diligence, cash flow analysis and debt structuring support for private credit vehicles and direct lenders.
Founder-Led Businesses
Vendor due diligence preparation and financial model build for founders approaching a first-time sale or institutional fundraise.
Investment Managers
Portfolio company financial analysis, investment committee materials and valuation support for asset managers across strategies.
Technology & SaaS
SaaS metric modeling, unit economics analysis and investor-ready financial outputs for high-growth technology businesses raising or transacting.
Cross-Border Transactions
Financial analysis across multiple jurisdictions with teams based in the United States, United Kingdom and South Africa.
Get Started
Whether you are entering due diligence, lending money, preparing a business for sale, or building the model that will support your next raise — you will benefit from talking to us.
Discuss Your Transaction →