M&A and Transaction Advisory Services

Clearview Advisory will conduct a quality of earnings analysis that is reliable and provides a holistic view of the business and its value. This clarity and support will help you complete transactions faster and with greater confidence throughout the transaction lifecycle. 

The complexity of separating intertwined business operations requires expertise in the planning and execution phases of the carve-out process to unlock value to stakeholders. Clearview Advisory has extensive experience with advising clients on the process of planning and completing a carve-out transaction, which can take many forms based on the deal perimeter and strategic purpose. Whether your transaction requires carve-out financial statements to satisfy financial due diligence or SEC reporting requirements, such as SEC Rule 3-05 or registration statement filings, we have flexible solutions to support you in achieving your goals.

Each transaction is unique and presents a variety of challenges that could lead to a missed opportunity to maximize a return or achieve a strategic goal. Transactions require dedicated resources to ensure key steps are completed within the deal timeframe and to hold stakeholders accountable given a variety of competing priorities. Clearview Advisory provides transaction support and PMO services to assist our clients with identifying key activities, resolving gating items, and providing a framework to complete a transaction in an efficient and timely manner.   

In the wake of a company’s rebirth from bankruptcy reorganization, our specialized service plays a pivotal role. We meticulously update accounting records, seamlessly integrate fresh-start accounting principles, and ensure compliance with the latest US GAAP and disclosure requirements. Our commitment is to provide a robust foundation for our client’s renewed financial narrative and strategic growth.

Finance integration is critical upon initial investment to realize expected synergies and growth objectives. There are a number of day 1 activities that require careful consideration, such as valuation and technical accounting matters to ensure the transaction is recorded in accordance with US GAAP. Additionally, Clearview Advisory supports our clients with Day 2 matters, such as accounting policy harmonization, consolidation models, and process improvement to ensure financial results are available to key stakeholders.