Transaction Advisory
Your partners from Pre-Transaction to Exit planning
By providing valuable insights and guidance, TXN Advisors helps companies navigate the complexities of the deal-making process. From due diligence to financial modeling and deal structuring, we work closely with clients to identify risks and opportunities, and to develop strategies that minimize potential downsides and drive business value.
Our transaction advisory services typically involve several key steps that help guide companies through the complexities of the deal-making process. While the specifics may vary depending on the type and scope of your transaction, the following are some common steps in our transaction advisory process:
By bringing deep industry knowledge, technical expertise, and a rigorous analytical approach, TXN advisors help companies achieve their M&A objectives while minimizing risk and maximizing returns.
Our transaction advisory team works with you to understand their strategic objectives, evaluate potential opportunities, and develop a plan that aligns with your business goals.
This involves a thorough review of the target company’s financial statements, operations, and other key areas to identify potential risks and opportunities. Our TXN advisory team conducts a detailed analysis to help the client make informed decisions.
As a client, we help you determine the value of the target company by analyzing financial data and market trends.
Our advisory team works with you to develop a structure for the transaction that meets your needs, while also considering tax implications and legal requirements.
Our team will assist you in securing financing for your transaction, by providing financial modeling, deal structuring, and other services. Our Investment Banking team is uniquely qualified to assist in maximizing your value through a successful execution of the transaction.
Our team has the ability to leverage its C-Suite experience to assist with post-merger integration planning to ensure a smooth transition and maximize the value of the transaction.
Dive deep into your business
We don’t just put together a few slides, we dive deep into the heart of your business to uncover its true potential and then use that knowledge to create a pitch deck that clearly communicates your vision and drives your fundraising goals forward. Our pitch decks are professional, polished, and packed with business strategy and insights that investors need to see.
Custom tailored materials
With our pitch deck engagement, you’ll receive a fully customized pitch deck that reflects your company’s unique strengths and opportunities. We’ll work with you every step of the way to ensure that your deck truly reflects the competitive advantages your business brings to the market.
Elevate Your Pitch and Secure Funding: Get Expert Feedback and Advice from an Active Investor
Our pitch practice session is specifically designed to help entrepreneurs like you elevate your pitch and secure the funding you need to bring your vision to life.
With 30 minutes dedicated to a live pitch and Q&A, and another 30 minutes for direct feedback and advice from our active investor, you’ll leave the session with a refined pitch and a clear roadmap for securing investment.
Don’t let the competition hold you back. Sign up for our pitch practice session today and get one step closer to securing the funding you need to bring your vision to life.
Help investors and acquirers reach conviction about your company.
Financial modeling is a key component in the transaction process. A well developed model supports our clients in projecting and communicating future outcomes to their stakeholders. Financial models can be developed for a wide range of purposes, including business valuation, investment analysis, risk management, and strategic planning.
Develop financial models that will support your management’s decision making
Our financial modeling process has been honed from decades of cross-industry experience.
- Gathering data: Our team collects financial statements, market data, and other relevant information to inform the modeling process.
- Defining assumptions: Based on the data collected, we will develop a set of assumptions about your future financial performance, taking into account factors such as market trends, competitive landscape, and regulatory environment.
- Building the model: We then create a model that incorporates the data and assumptions, projecting future financial performance under various scenarios.
- Testing and refining: We test and refine the model to ensure accuracy and reliability, working with you to make any adjustments as necessary.
- Analyzing the results: Once the model is complete, we use it to analyze your company’s financial performance and make recommendations, such as strategies for maximizing value or managing risk.
Gain a better financial picture of your business
Financial modeling is a powerful tool that we can use to help you make informed decisions about investments, acquisitions, and other financial transactions. By providing a quantitative view of the future, financial modeling will help you identify opportunities and mitigate risks, ultimately leading to better outcomes.