Transaction Advisory

Businesses of all sizes, including corporations, private equity, private credit, investment banks, and law firms, consistently turn to BRG for our client-centric, results-driven transaction advisory services. Whether evaluating or executing an acquisition or loan, achieving post-close value creation, or valuing significant assets, we offer support across the deal lifecycle.

BRG’s personalized, high-touch approach sets us apart from larger, more hierarchical firms. Our transactional experience spans a broad range of industries, including an established Transaction Advisory practice dedicated to healthcare.

Key services include:

• Pre-close
  • Buy- and sell-side financial due diligence (quality of earnings)
  • Tax diligence and structuring
  • Transaction Chief Financial Officer (CFO)
  • Net working capital disputes
  • Day 1 readiness and transition service agreement planning
  • Financial modeling and valuation

• Post-close
  • Integration project management (including integration management office)
  • Opening balance sheet and net working capital true-up
  • Purchase-price allocation
  • Key performance indicator dashboard reporting
  • Performance optimization
  • Dispute negotiations and settlement discussion