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Due Diligence and Transaction Services

We provide 3rd party financial and operational due diligence services for clients on both the buy- and sell-side of any deal. In addition, we can provide valuation and/or purchase price modeling to support deal negotiations. We also provide this competitively-priced service to investors, private equity or strategic acquirers who do not have the resources in-house. Specifically, we provide:

  1. Buy-side:
    • Review of target Confidential Information Memorandum and accompanying data room information (financial, operational, tax, IT, HR, etc.)
    • Development of business valuation of target and purchase price model (including IRR and deal scenario analysis)
    • Development of synergy analysis and resulting EBITDA bridge
    • Preparation of due diligence report and recommendation to invest or not to invest, as well as deal offer structure
    • Provision of advisory services for deal negotiations and coordination with legal advisors (if required)
  2. Sell-side:
    • Prepare company for sale, including development of Confidential Information Memorandum and data room
    • Development of business valuation of target and other financial ratios in preparation for deal negotiation
    • Marketing of deal to prospective purchasers (either direct or through Partner Services, depending on the industry/sector)
    • Provision of advisory services for deal negotiations and coordination with legal advisors (if required)

Industries

We have experience in the following industries and sectors:

tshirt iconApparel and Fashion

graph iconFinancial Services

first aid kit iconHealth Care

gears iconManufacturing and Distribution

video camera iconMedia and Film Production

ribbon iconNon-Profit

briefcase iconProfessional Services

building iconPublic Sector (Federal, Provincial, Municipal)

bell iconSmall Business Services (dentists, physicians, medical clinics, paramedical, legal, etc.)

command prompt iconSoftware

speech bubbles iconTelecommunications

drink iconFood Services (Restaurants, Bars/Pubs, etc.)

Client Testimonials

Adam and his team at Capacity Financial Consulting were instrumental in helping us with our successful acquisition of a $20 million printing business in Toronto. Capacity Financial was our financial advisor with respect to the pricing, due diligence, negotiation and close of the transaction. We valued their advice and appreciated their responsiveness and high quality client service.

-Ward Griffin, President and CEO – The Lowe-Martin Group

We engaged Capacity Financial Consulting in the summer of 2016 to help us through a time sensitive valuation exercise. Adam and his team did an outstanding job of understanding our needs and taking us through a well thought out valuation process. The 10 year pro forma financials they put together were extremely flexible, allowing us to change assumptions and currencies as we got closer to our pitch. They did an excellent job of researching previous acquisitions and coming up with industry multiples to help guide us to our final valuation ask.

Adam even made time for some last minute, night before the pitch, extra coaching and clarity on some of the financial information he and his team assembled. I would be happy to speak with anyone about our great experience we had with Adam and is team.

-Kevin Mansfield, NeuroGym® Technologies