Thunderbird Advisory Group provides comprehensive business optimization and financial advisory services to companies across the globe. Below is an introduction to our transaction services:
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Merger & Acquisition Services
Transactions that have been through a comprehensive due diligence process are ultimately the most successful. Determining the effectiveness of processes, infrastructure, systems and financial reporting as well as identifying areas of future capital requirements are essential to conducting effective due diligence and will ultimately allow an organization to maximize value. Our firm provides solutions to assist clients for buy-side financial, tax, information technology, compliance and overall organizational due diligence. Looking at the optimal timing for potential mergers, acquisitions, and divestitures is highly relevant to many internal and external factors as well as the corresponding economic plan for specific transactions. Solutions include:
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Quality of Earnings
As part of the due diligence process surrounding either a buy or sell side transaction, a quality of earnings assessment can help a company determine the financial and operational performance of an organization. Quality of earnings is just that, determining the quality of what ends up in a company’s financial statements and help to determine how best to structure a transaction and what should be further vetted.
Divestiture Services
There are times when a company really has to consider when a change is needed and a potential divestiture is warranted. Any type of change is disruptive at best; however, the cost of a wrong change or poor execution could be the difference between success or failure. Companies typically need assistance in navigating a potential divestiture as these transactions are complex across many dimensions. Our firm believes in a holistic approach to these types of transactions is essential so that planning for contingencies can occur. Solutions include:
Post Integration Services
A well-structured acquisition integration plan (both pre and post transaction) provides a process for ongoing monitoring and assessment of an acquisition’s integration into the company and compliance with integration initiatives. Organizations need to appropriately plan for, execute, monitor and assess the success of acquisition integration. Solutions include:
Business Plan Development
Part of any sound business is a overall plan that both outlines how a company is put together as well as how to be sustainable. Our firm provides solutions for companies looking to develop a business plan or optimize one that currently exists using our commercial business expertise and in-depth knowledge of operations, systems and risk management. We provide recommendations that take into consideration what is at stake and who is impacted by these strategic decisions.
Startup/Structure Development
Taking an idea to an actual commercial venture takes a considerable amount of time, effort, planning and ultimately structure. No two companies are the same so simply using another organization’s plan and structure doesn’t typically make sense. Our firm provides a platform for startups to conceptualize what a business really looks like, how it will operate and to both support an sustain it. From strategy and planning to organizational design and management, we assist our clients in getting to the next level. Solutions include:
As part of the due diligence process surrounding either a buy or sell side transaction, a quality of earnings assessment can help a company determine the financial and operational performance of an organization. Quality of earnings is just that, determining the quality of what ends up in a company’s financial statements and help to determine how best to structure a transaction and what should be further vetted.
Divestiture Services
There are times when a company really has to consider when a change is needed and a potential divestiture is warranted. Any type of change is disruptive at best; however, the cost of a wrong change or poor execution could be the difference between success or failure. Companies typically need assistance in navigating a potential divestiture as these transactions are complex across many dimensions. Our firm believes in a holistic approach to these types of transactions is essential so that planning for contingencies can occur. Solutions include:
- Separation management office support
- Transaction and deal structure review
- Entity structure planning post-transaction
Post Integration Services
A well-structured acquisition integration plan (both pre and post transaction) provides a process for ongoing monitoring and assessment of an acquisition’s integration into the company and compliance with integration initiatives. Organizations need to appropriately plan for, execute, monitor and assess the success of acquisition integration. Solutions include:
- Integration financial planning consulting
- System assessment consulting
- Organizational integration services
- Synergy identification, planning and execution
Business Plan Development
Part of any sound business is a overall plan that both outlines how a company is put together as well as how to be sustainable. Our firm provides solutions for companies looking to develop a business plan or optimize one that currently exists using our commercial business expertise and in-depth knowledge of operations, systems and risk management. We provide recommendations that take into consideration what is at stake and who is impacted by these strategic decisions.
Startup/Structure Development
Taking an idea to an actual commercial venture takes a considerable amount of time, effort, planning and ultimately structure. No two companies are the same so simply using another organization’s plan and structure doesn’t typically make sense. Our firm provides a platform for startups to conceptualize what a business really looks like, how it will operate and to both support an sustain it. From strategy and planning to organizational design and management, we assist our clients in getting to the next level. Solutions include:
- Business strategy development and planning execution
- Governance and risk management policy development
- Organizational design consulting services
- Change management consulting