Back to Wall Street Prep

Transaction and Valuation Support

WSP provides seasoned advice and resource bandwidth to strategic acquirers, corporate sellers, private equity investors and lenders across the transaction lifecycle. We provide independent, quantitatively focused transaction modeling, due diligence and deal execution services.

Discuss a project

Services We Offer

Transaction modeling and analysis

We customize deal models to your specific transaction, incorporating diligence results, deal structure and other input drivers. We can start your model or leverage our deal model toolkits to accelerate the analysis and leave you with greater confidence in the results as well as a robust tool to use on your next deal.

  • M&A modeling
  • Divestiture modeling
  • Synergies modeling
  • Capital raising modeling
  • Lender and credit modeling
  • Valuation modeling
We customize deal models to your specific transaction, incorporating diligence results, deal structure and other input drivers. We can start your mode ... Read more

Transaction Diligence

Diligence results drive model inputs, impact purchase price, negotiation strategy and post-deal integration plans. We have deep due diligence experience on buy-side, sell-side and JV transactions to help identify value and minimize risk across transactions:

  • Financial due diligence: analyze historical income statements and summarize quality-of-earnings; review material balance sheet items and working capital requirements; diligence significant contracts, price/volume trends and other profit drivers.
  • Strategic due diligence: advise on transaction strategy and review of financial projections; diligence assumptions driving forecasted results, competitive landscape and customer dynamics.
  • Carve-out and JV diligence: develop RemainCo or MergeCo financials; help understand stranded costs and synergy potentials; guide participants through the valuation process.
  • IPO prep: review of recent and projected financials, from the perspective of underwriters, investors and auditors; support development of the S-1 and Offering Memorandum; help the finance department transition to a public filer.
Diligence results drive model inputs, impact purchase price, negotiation strategy and post-deal integration plans. We have deep due diligence experien ... Read more

Deal execution services

WSP Consulting has significant investment banking and transaction consulting experience. We do not provide investment banking services, but if you need experienced advice in the following areas, we can help:

  • Offering memorandum preparation
  • Investment committee reporting
  • Valuation and negotiation support
  • Ongoing services agreements
  • Purchase and sale agreement
  • Integration planning
WSP Consulting has significant investment banking and transaction consulting experience. We do not provide investment banking services, but if you nee ... Read more

WSP Consulting Past Projects

Transaction DiligenceInsurance PayorDeveloped carve out financials, valuation support and contribution analysis for a regional payor contributing its payment processing business unit into a newly formed JV.
Transaction DiligenceDomestic UtilityAssisted in the development of the budget, internal valuations and documentation of forecast assumptions in preparation for a planned IPO of its renewable energy business line.
Transaction DiligenceReal Estate CompanyPrepared investor presentations, sell-side reports and supporting models/documents for a company selling itself in a large auction process.
Transaction modeling & analysisHealthcare Diagnostics LaboratoryModeled and analyzed key drivers of synergy potential between two regional laboratories entering into a joint venture.
Transaction modeling & analysisGlobal Technology CompanyDeveloped financial models to support numerous tax equity investments in solar and wind developments including partnership analysis and HLBV reporting.
Transaction DiligenceOil & Gas CompanyProvided financial and commercial diligence support on the spinout of a steel company from its oil and gas parent and subsequent financings.
Transaction modeling & analysisGlobal Pharmaceutical ManufacturerDeveloped a forecast and valuation model to support the purchase of a rapidly growing cancer drug developer.
Transaction modeling & analysisInsurance UnderwriterDeveloped an investment model used by an underwriter and its PE partner to understand return scenarios of a newly set up catastrophic-loss sidecar insurance fund.
Transaction DiligenceHealthcare Service ProviderConducted commercial diligence on the key performance drivers of a cutting edge medical records and healthcare analytics vendor.
Transaction DiligenceLarge Hardware/Software VendorConducted financial due diligence (including QofE summaries) on numerous bolt on acquisition targets.
Read More

Discuss a Project

To reach a consulting representative, please email us at wspconsulting@wallstreetprep.com, call us at 617-314-7685, or fill out the form below.

X

The Wall Street Prep Quicklesson Series

7 Free Financial Modeling Lessons

Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.