Transaction Advisory

Maximize deal value & minimize risks with expert M&A & Go-Public Advisory — tailored for a confident close.

Optimize Deals & Secure Confidence
in Your Transactions

Amplify Your Deal’s Worth

Maximize transaction value with precise valuation, strategic structuring, and data-validated negotiations. We uncover overlooked opportunities and fine-tune terms to secure the strongest possible financial outcome.

Fortify Against Deal Pitfalls

Protect your transaction from hidden risks with focused due diligence and forward-looking risk assessment. We verify the financial statements & uncover operational gaps when selling, and navigate regulatory complexity when going public — safeguarding deal value from start to finish.

How We Relieve Your Key Transaction Pains

Reduce Overpaying Risk

We mitigate overpaying by conducting comprehensive due diligence, including financial and operational assessments, alongside detailed valuations to ensure targets align with your strategic goals & deliver maximum value.

Strengthen Sell-Side Prep

We address weak positioning by creating compelling CIMs, robust valuation reports & organized data rooms, ensuring your company is optimally prepared and properly articulated to maximize deal appeal & value.

Backstop Negotiations

We relieve negotiation stress by optimizing deal terms, providing strategic support & leveraging due diligence insights to secure favorable outcomes, ensuring you approach a transaction with confidence & clarity.

Avoid Post-Deal Chaos

We ease integration stress by assessing post-merger operations, guiding synergy plans & providing strategic oversight, ensuring smooth transitions & sustained value capture after the acquisition closes.

Our Transaction Advisory Process

1

Deal Assessment

We evaluate your M&A and go-public goals in weeks 1-2, assessing targets to identify risks & value drivers. Our analysis reduces uncertainty, uncovers opportunities & aligns with your strategic vision, ensuring a confident start to your transaction with a clear path to success.

2

Due Diligence & Valuation

We conduct due diligence evaluating financials, operations & legal risks to mitigate overpaying. Our DCF & comparable valuations ensure accurate deal worth, providing clarity for confident decisions & setting a strong foundation for negotiations.

3

Preparation & Materials

We create CIMs, valuation reports & data rooms for your company, strengthening your positioning. This preparation maximizes deal appeal, streamlines buyer due diligence & minimizes delays, ensuring you approach negotiations with a professional foundation tailored to your goals.

4

Negotiation Support

We provide support during negotiations, optimizing deal terms with due diligence insights to reduce stress. Our strategic support ensures favorable outcomes, aligning terms with your goals to enhance value & achieve a confident, successful close.

5

Closing & Integration

We support papering your close and providing the plan for integration, guiding synergy plans to avoid chaos. Our oversight ensures smooth transitions, captures value & aligns with your goals for sustained success post-transaction.

Master Your Next Transaction with Expert Advisory

Maximize value & navigate complexities whether buying, selling or going-public with 3 WEST Advisory’s tailored expertise.

Engage us for strategic guidance to ensure confident, successful deals aligned with your goals.

Discuss a Proposal

Frequently Asked Questions

  • Our transaction advisory eliminates uncertainty in M&A, IPOs & RTOs by providing expert due diligence, precise valuations & strategic negotiation support. We simplify complex deal processes, mitigate risks & optimize terms to maximize value, ensuring you make confident decisions that avoid costly errors. Our tailored guidance aligns with your strategic goals, positioning your business for successful outcomes across diverse transaction types, whether pursuing growth or exit strategies with clarity & assurance.

  • Our due diligence for M&A or go-public transactions thoroughly evaluates financial health, operational efficiency, legal risks, market positioning, competitive landscape & potential synergies. This in-depth analysis mitigates overpaying risks, informs accurate valuations & ensures decisions align with your goals. By uncovering hidden issues & opportunities, we provide clarity to navigate complex transactions, reducing uncertainty & empowering you to proceed with confidence & strategic precision.

  • We prevent post-deal chaos in M&A or go-public transactions by assessing post-merger operations, guiding synergy plans & aligning organizational cultures. Our strategic oversight, detailed integration planning & hands-on support minimize disruptions & maximize value capture. By focusing on clear communication & operational alignment, we ensure seamless transitions that deliver sustained benefits, keeping your business on track to achieve long-term strategic goals post-transaction.

  • We safeguard transaction data with secure data rooms & encrypted communication channels. Our rigorous protocols ensure sensitive information is shared only with authorized parties, protecting stakeholder interests throughout the deal process. By prioritizing security, we reduce risks of leaks that could derail your transaction, ensuring your business remains shielded while pursuing strategic goals with confidence & trust.

  • Ideally, preparation begins 12–24 months before a transaction to optimize financial performance, resolve operational gaps & improve valuation drivers. Early planning allows for proper due diligence preparation, financial clean-up & strategic positioning—ensuring you command premium terms when the right buyer or investor comes along.

  • We value M&A or go-public transactions using DCF, comparable company & precedent transaction analyses, assessing financials, growth prospects & market conditions. Our precise valuations ensure fair pricing, support confident negotiations & reduce risks of overpaying or undervaluing. By aligning valuations with your strategic objectives, we empower you to make informed decisions that maximize deal value & position your business for success.

  • We support IPOs and RTOs by guiding your company through each stage of the go-public process. This includes assessing readiness, advising on structure and valuation, preparing investor materials and financial disclosures, and aligning your business with exchange requirements and securities regulations. We also coordinate with legal counsel, auditors, sponsors, and underwriters to streamline the process and avoid delays. Our goal is to help you position your company credibly, meet all regulatory obligations, and go public with clarity, confidence, and maximum strategic impact.

  • Both assist with transactions, but M&A advisors are often more flexible, hands-on & focused on mid-market deals. We not only guide strategy and valuation but can build financial models, organize data rooms & help you negotiate directly. Investment bankers typically handle larger, institutional transactions with heavier regulatory processes and higher fees.

  • We act as your strategic negotiator—framing terms, counteroffers & deal structures that protect your interests. By using data-backed valuations and market insights, we strengthen your leverage, minimize concessions & help you secure terms that support long-term success.