Navigant Capital Advisors - Transaction Advisory

By: Navigant Partners  09-12-2011
Keywords: corporate development, Private Equity

We have developed a specialized suite of Transaction Advisory Services for clients, tailored to meet the goals of those committing capital to a transaction.

Strategic Buyers – Focused on the long-term strategic growth and earnings improvement objectives of operating entities:



  • Strategic plan development

  • Target review, evaluation, and assessment

  • Earnings, cash flow and operating analysis

  • Asset and liability examination

  • Regulatory and compliance checks

  • Management background checks and evaluation

  • Integration planning

  • Systems reviews

  • Corporate board advisory

Financial Buyers – Dedicated to assessing risks and identifying opportunities to overcome financial hurdles and meet the financial return expectations of private equity and hedge fund investors:



  • Risks, opportunities, and exit strategy assessment

  • Cash flow and quality of earnings analysis

  • Projected results evaluation and analysis

  • Asset and liability examination

  • Regulatory and compliance checks

  • Information systems reviews

  • Management background checks and evaluation

Specialty Lenders – Committed to identifying and assessing the business risks and asset recovery issues facing specialty lending groups:



  • Historical/pro-forma earnings and cash flow evaluation

  • Cash flow sensitivity analysis

  • Collateral examination and review

  • Troubled loan assessment

  • Workout planning

  • Management background checks

  • Portfolio company examination and monitoring

  • Covenant design

  • Loan servicing

Financial Modeling – Dedicated to building and evaluating complex financial models for use in M&A transactions, strategic alliances, licensing agreements, new product roll-outs, project financing, and other corporate development purposes:



  • Revenue forecasting models by product and channel

  • Business growth models based upon key value drivers

  • Independent reviews of financial forecasts

  • Post-merger integration projections

  • Resource allocation analysis

Keywords: corporate development, Private Equity