Transaction Advisory Support to Help You Maximize Your Deal
M&A Advisory
Our advisory team offers deep expertise in M&A, guiding ownership transitions, strategic sales, and acquisitions. Combining seasoned investment banking experience with specialists in tax, accounting, and consulting, we optimize transactions through tailored strategies and extensive networks.
Our streamlined services include:
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Assessing objectives, analyzing strategies, and providing tactical recommendations
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Targeting, negotiating, and managing external parties
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Preparing diligence documents and management presentations
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Developing integration plans from pre-close checklists to 100-day post-close workplans, and serving as integration manager, as needed
Enhancing our value proposition, clients gain access to our in-house consulting team, composed of professionals with extensive experience at global and national firms. These experts support every stage of the process, from identifying the right market targets to conducting thorough financial, operational, and IT due diligence. Our team is also adept at planning and leading integration management, ensuring that your strategic plans are effectively executed and brought to life.
Acquisition Strategy
Each merger, acquisition, joint venture, or divestiture is a journey of definition and discovery. Y Advisory's M&A strategy services help you articulate transaction objectives, weigh market opportunities and risks, and evaluate the ways a deal may or may not offer the growth or capabilities the business needs.
Transaction Diligence & Execution.
From preliminary due diligence and synergy/value qualification, to structuring advice and financing options, our dedicated M&A professionals apply deep knowledge and decades of experience to help you navigate complex transaction execution processes while bringing more certainty and fewer delays.
Tax Value Services
When faced with financial volatility or economic uncertainty, the path you choose is more than reactionary—it can become a chance to grow. Y Advisory offers a tailored set of services focused on improving cash flow, driving organizational value, and delivering longer-term planning that can turn daunting challenges into an avenue for growth.
