Case studies

Strategy How one organization prioritized best-fit deals in the healthcare industry
Financial due diligence How one private equity firm was able to pay a fair price for a target, improve the company’s efficiency and reduce costs
M&A tax due diligence How one buyer was able to restructure taxes in the new entity to save more than $50 million
Human resources due diligence How one buyer received a price concession due to the seller’s benefit programs
Insurance risk management How one organization was able to change the terms of a deal based on the seller’s understatement of insurance reserves
Commercial due diligence How one organization evaluated a specific deal in the telecom industry
M&A integration How a leading provider of domestic pharmaceuticals shifted to a global business model in connection with a foreign acquisition
Restructuring and recovery How one company stabilize their near term liquidity position
Divestitures How one company successfully divested several non-core operations to meet cash demands
Capital markets How a private investment manager utilized a comprehensive team to successfully raise capital
IPO advice How one company utilized accounting and organizational advice to successfully become a public company
Accounting advisory How a company acquired by a PE firm was able to transform into a public company overnight
Valuations How one company was able to effectively document fair value for both tax and financial reporting purposes