Transaction Advisory Services

We excel at supporting financial sponsors by thoroughly addressing the investment thesis, defining the opportunities and risks associated with new investments or with acquisition targets for existing portfolio companies. Our due diligences can be scoped narrowly, focused on single functions, opportunities or risks, or scoped broadly with a Beckway PMO leveraging a multidisciplinary team and subject matter experts to deliver comprehensive, integrated insights.

Due Diligence

  • Multidisciplinary:
    • Comprehensive
    • Growth and Commercial
    • Operations
    • Talent and Human Resources
    • Supply Chain and Procurement
    • Technology
  • Leadership Assessment
  • Risk Identification
  • Synergy/Opportunity Quantification

Transaction Services

  • TSA Design and Negotiation
  • Value Creation Strategy
  • 100 Day Planning
    • Transition Readiness
    • Integration Planning

Interim Leadership

  • Board Member/Advisor
  • Operating Partner
  • Subject Matter Expert
  • PMO

Key Contacts

Jacob Watson

Jacob Watson

Managing Director

Impact

Operational Due Diligence

Operational due diligence for a $348M packaging company – Provided the target with a comprehensive diligence report to help support their investment decision and buying process.

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Diligence of Unique Technology

Carve-out due diligence for a $45M technology manufacturer – Built a detailed stand-up plan for the execution of the transaction and the stand-up of the new business and its subsidiaries that resulted in a net EBITDA impact of $8M.

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Operation Due Diligence

Operations due diligence for a $60M technology manufacturer – Partnered with other diligence providers to identify technology costs of $3.2M and paths to revenue increase of ~$20M.

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