Transaction Support

Navigating the Path from Letter of Intent to a Successful Close

A successful transaction requires more than just a good match; it requires a strategic advocate who understands the nuances of deal structure, negotiation, and integration. Whether you are an owner preparing for a life-changing exit or a Private Equity sponsor executing a platform acquisition, the goal is the same: a seamless transition that maximizes value and minimizes friction.

We are in your corner. You shouldn’t have to manage the complexities of a merger or acquisition on your own. We believe that having a dedicated transaction partner allows you to focus on your core business while we handle the heavy lifting of the deal. At Calvetti Ferguson, we provide the technical clarity and hands-on support needed to turn a Letter of Intent into a closed deal.

Strategic Advocacy Across the Transaction Lifecycle

We offer a single-provider platform that supports both buyers and sellers, ensuring that every move you make is backed by professional insight and a deep understanding of the Owner → Business → PE → HNW flywheel.

Sell-Side Advisory: Maximizing Your Exit Value

For many business owners, selling their company is the culmination of a lifetime of work. We help you professionalize your presentation and address hurdles before they reach the buyer.

• • • Sell-Side Readiness: Identifying and resolving potential deal-breakers early to ensure a smooth process.

    • Data Room Management: Organizing and presenting your financial information to stand up to the most rigorous buyer scrutiny.

    • Deal Structuring: Advising on the most efficient ways to structure the sale to protect your legacy and personal wealth.

Buy-Side Support: Executing Your Growth Strategy

When you are looking to acquire, you need a partner who can move at the speed of the market while protecting your interests.

• • • Target Analysis: Helping you evaluate how a potential acquisition fits into your long-term scalability goals.

    • Negotiation Support: Providing the data-backed insights you need to negotiate price, terms, and net working capital adjustments.

    • Project Management: Coordinating with legal, insurance, and other stakeholders to keep the deal moving toward the closing date.

Post-Transaction Integration & Readiness

A deal isn’t truly successful until the two organizations are working as a single unit. We help you bridge the gap between day one and long-term operations.

• • • Closing & Opening Balance Sheets: Handling the complex accounting required to finalize the transaction and start the new books correctly.

    • Finance Function Professionalization: Implementing the institutional-grade reporting and governance needed for the next stage of growth.

    • Knowledge Transfer: Collaborating with your team to ensure the new business processes are understood and implemented sustainably.

The Calvetti Ferguson Advantage: A Seamless Platform

As a full-service firm, we don’t just stop at transaction support. We can immediately plug in our Tax, Technical Accounting, and Risk Advisory teams to ensure your new venture is protected and optimized from the moment the ink is dry. This integrated approach saves you time and ensures that your strategic vision is maintained throughout the entire process.

Ready to Execute Your Next Big Move?

Don’t leave your transaction to chance. Let’s build the strategy that ensures your deal closes on your terms. Partner with a firm that understands the entire lifecycle of a deal.