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Transaction Advisory Services

A one-stop firm for advice on transaction planning and execution, we have the flexibility and experience to help your team make decisions and move efficiently to closure.

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Overview

Businesses of all sizes, including some of the world’s largest commercial and investment banks, private equity and venture capital firms, and their legal counsel, consistently turn to BRG Capstone* for our client-centric, results-driven transaction advisory services. Whether evaluating or executing mergers and acquisitions, substantial loans and investments, or the purchase, sale, or licensing of intellectual property or other valuable assets, we have the flexibility and experience to help your team make decisions and move efficiently to closure. We offer a more personalized, high-touch, and cost-efficient approach than larger, more hierarchical firms, and our transactional experience spans over a broad range of industries.

Streamlining the Process

BRG Capstone is a one-stop firm for advice on transaction planning and execution. From financial and operational due diligence and assistance in the evaluation of capital markets opportunities, to cash and working capital forecasting and other vital functions, our valuable guidance will ensure your successful transaction.

We assist in evaluating:

  • Integrity of business plans and cash-flow projections
  • Quality of earnings and control environment
  • Management and managerial systems
  • Obstacles to growth
  • Synergy and shutdown analysis
  • Design and implementation of integration plans
  • Accounting policy issues
  • Debt capacity and capital structure
  • Compliance reviews
  • Business valuation services
  • Post-closing transaction support related to adjustments and disputes
  • Transition services agreements
  • Intellectual property, including purchase, licensing, and monetization options

* BRG Capstone is a trade name of Berkeley Research Group, LLC and certain of its affiliates.

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