Transaction Advisory Services
Our transaction advisory services (TAS) practice provides clients with strategic guidance and deep insights throughout the transaction lifecycle. By taking a client-focused approach, we support organizations from pre-transaction due diligence to post-transaction asset protection and value creation. Our team brings together financial, accounting, tax, information technology, and operational expertise, helping investors and corporations maximize opportunities, mitigate risks, and achieve sustainable value in every transaction.
Our Transaction Advisory Services
We offer a comprehensive range of services under transaction advisory, helping clients achieve value and reduce risk at every stage of the transaction lifecycle. Our services are structured into key areas to ensure focused and specialized support.
Historical Financial and Structuring
- Operational and financial due diligence.
- Quality of earnings reports.
- Cash flow analysis.
- Financial databooks.
- Accounting policies and principles.
- Working capital analysis and trends.
- Financial reporting personnel & systems assessment.
- Carve-out and stand-alone analysis.
- Acquisition structuring.
Projections
- Market assessments.
- Key assumptions & drivers evaluation.
- Sensitivity analysis.
- Historical trends & year-to-date results review.
- Quality of backlog analysis.
- Capital expenditure (Capex) requirements.
- Proforma financials/Projections.
Deal Negotiation and Closing
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- Documentation support.
- Representations & warranties.
- Fairness opinions.
- Transition planning.
- Carve-out requirements.
Post-Closing Assistance
- Purchase price allocation.
- Valuation and impairment assessment.
- Strategic goal alignment and alternative analysis.
Sell-Side Assistance
- Historical financial results analysis.
- Value proposition development.
- Projections and pricing model development.
- Exit structuring.
- Information memorandum drafting and review.
- Bid process and data room management.
- Preparation for management meetings with bidders.
- Deal negotiation and closing support.
Valuations Advisory
- Transaction-related valuations.
- Restructuring advisory (Mergers, Demergers, Amalgamations).
- Purchase and sale asset or company valuation.
- Fairness opinions.
- Project finance advisory.
- Strategic planning and venture capital financing.
- Bankruptcy proceedings support.
- Derivatives and convertible debt valuation.
- Financial reporting and business valuation.
- Portfolio valuation.
- Fair value analysis (ASC 805, ASC 820, IFRS 13).
- Goodwill impairment testing.
- ESOP and IRC 409A valuations.
- Gift and estate tax valuation.
- Regulatory compliance and valuation for shareholders.
- Damage claims, lost profits calculation, and loan default analysis.
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
We’ve integrated solutions for repetitive tasks into our technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
We’ve integrated solutions for repetitive tasks into our technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Who We Work With
Our Automation-Powered Solutions
Workflow Management
- Automate and streamline request life cycle and evaluate capacity availability.
- Track the time spent on each request through a single dashboard view for managers.
- MIS reporting feature to track productivity.
Knowledge Management System
- Centralized knowledge repository leveraged by teams globally.
- User-friendly search through available content to reduce TAT and increase efficiency.
- Easy to implement, integrate, and customizable as per the client’s requirements.
Investment Banking Productivity Suite
- Package of slide layouts and infographics in client’s color scheme.
- Investment banking productivity suite.
- TOC creation with pre-ideas/guidelines.
- Build custom automated tombstone slides using past deal data.
- Manage and edit charts, tables, format, etc. with a single click.
Custom RPA Tools
- Automated data extraction from structured and unstructured sources.
- AI-/ML-driven NLP tools for processing qualitative information.
- Automated quality check and assurance tools.
Our Value Proposition
Our Ins(AI)ghts
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