Deal Support
Financial diligence, quality of earnings and fundraising readiness, for buyers, lenders and investors and for the companies preparing to meet them.
What a Buy-Side Quality of Earnings Actually Finds
A buyer was looking at three franchised select-service hotels in the Upper Midwest — 342 keys, $14.9M of revenue, presented at $4.9M of adjusted EBITDA.
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What a Buy-Side Quality of Earnings Actually Finds
A buyer was looking at three franchised select-service hotels in the Upper Midwest — 342 keys, $14.9M of revenue, presented at $4.9M of adjusted EBITDA.
Buy-Side Diligence on a $12M IT Services Acquisition
A mid-sized IT services firm was acquiring a smaller competitor for $12M and needed to confirm the target financial health before wiring the money.
Startup-Savvy Diligence for a VC Fund
A VC fund investing $5M–$10M in early-stage startups was tired of diligence reports that focused only on the numbers — it needed a partner who understood how startups actually fail.
Protecting an Angel Investor in a $1M E-Commerce Deal
An angel investor considering a $1M investment in an e-commerce startup needed to validate reported sales figures and profitability claims before committing capital.
Independent Validation for an $8M Manufacturing Expansion
Investors considering an $8M investment in a manufacturing expansion wanted independent validation of the business's financial stability and growth projections before committing capital.
Two-Week Diligence Rescue for an AI Marketing Scale-Up's Series B
A rapidly scaling AI-driven marketing startup raising a $15M Series B was in a time crunch — investors were pushing back hard on the accuracy of projected user growth.
Preparing a B2B SaaS Startup for Its $10M Series A
A B2B SaaS startup with $2M ARR needed its financial data organized into a clear, consistent story investors could test — and trust.