Transaction Strategy & Transformation

Our differentiated approach to comprehensive due diligence and value creation.

Sax Capital Advisors stacked logoThe Partners within the Transaction Strategy & Transformation at Sax intimately understand the issues faced by private equity and corporate development deal teams when rationalizing and assessing whether to acquire or divest a business unit or complete enterprise. While many advisors will lend limited scope-based assistance during the financial and operational due diligence process, we understand that buy/side diligence is only a fraction of the efforts required to transact and further maintain or enhance value. From integration to transformation to separation strategy, we are an execution driven and results focused M&A leader who works tirelessly on our client’s behalf to ensure that they are strategically positioned, identifying and realizing value during the due diligence process and throughout the entirety of the transaction.​

We provide a thoughtful and flexible approach to our offerings, which allows us to remain tactical in nature as we address the needs and timelines of the client based on the nuances of each transaction. Our unique blend of transactional, operational, tax, accounting and IT professionals have spent years successfully advising both private and public companies through the most critical and complex situations that occur during a transaction.

Our Transaction Strategy services include:

  • Quality of Earnings Report
  • Buy-Side & Sell-Side Due Diligence
  • Pre & Post Acquisition Services
  • Pre & Post Tax Provision Preparation
  • Post-Acquisition Opening Balance Deferred Tax Calculations
  • Working Capital Assistance
  • Merger Integration & Optimization
  • Divestitures & Carve-Outs
  • M&A Valuations
  • Due Diligence for Lender
  • IT and Operations Due Diligence
  • Tax Structuring
  • Outsourced / Interim CFO

You have one chance to execute an acquisition or sale of a business. Having the right advisor to partner with you on identifying your risks and rewards is critical to maximizing the value of the transaction.

Sax’s Transaction Strategy & Transformation will position you for future success by protecting your interests and will help structure the deal that secures your intended outcome.

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