M&A and Transactions
We help buyers and sellers make better deals and capture the value they paid for, from the first screen to the hundredth day.
Questions we help answer
- Should we buy this company, and at what price?
- What could go wrong after we close?
- How do we integrate without losing customers or people?
What we do
- Deal strategy and target screening
- Commercial and operational diligence
- Synergy assessment
- Post-merger integration
- Carve-outs and separations
Where AI helps
- AI-assisted document review in diligence
- Target screening across large datasets
- Synergy tracking dashboards
How a typical engagement runsIllustrative example
Weeks 1 to 2
Interviews, data review and site visits to set a fact-based baseline.
Weeks 3 to 4
Options, business case and a recommended plan agreed with leadership.
Then
100-Day Integration Plan delivered alongside your team, with results tracked weekly.
Related insights
Our thinking
Entering the US market: a playbook for Canadian firms
Options, costs and a 24-month sequence for companies taking their first step south of the border.
Succession is a strategy question, not a family one
A framework for owner-led companies preparing the next generation of leadership and ownership.
Tariffs, sourcing and the new geography of supply
How North American manufacturers can diversify suppliers without losing control of cost, quality or delivery.
The AI agenda for owner-led companies
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