Transaction Advisory Expertise
Our Transaction Advisory Services are led by seasoned M&A professionals, all of whom are licensed CPA’s with decades of collective experience managing Financial Due Diligence engagements for 8- and 9-figure deals served by the U.S.’ largest accounting firms. At Excelsior, you will find the quality and expertise of a large firm in a boutique setting.
Comprehensive Buy & Sell Side Services
Serving private equity firms, family offices, strategic investors and private sellers.
Client-Centric Approach
Whether you are a private equity firm, family office, strategic investor or private seller, our buy- and sell-side services cater to a broad range of clients. We take pride in our objective approach, providing you with confidence in your acquisition or investment decisions.
Boutique Service Experience
Experience exceptional service in a boutique setting, where your deal is one of only a few ever running concurrently. Our client-focused approach ensures personalized attention throughout the transaction advisory process.
Tailored Engagements
From limited procedures for smaller add-ons to full-scope, lender-ready financial due diligence reports, our engagements are tailored to your specific needs. Benefit from Quality of Earnings analyses, Quality of Working Capital analyses, and comprehensive evaluations of key deal matters.
An Objective, Honest Approach
When you buy your own home, do you want an inspector who will simply green-light your purchase or one who will offer an honest, impartial assessment to ensure you’re really getting what you’re paying for? At Excelsior, we go beyond a mere “rubber stamp” for your acquisitions or investments. Our objective approach empowers you with the financial data and analysis needed to support a fair purchase price, positioning you to maximize your ROI.
Is Excelsior Your Strategic Transaction Partner?
Explore Excelsior as your strategic transaction partner, where our experienced team ensures a comprehensive and tailored advisory experience. With a focus on your unique needs, we navigate complexities, offering unparalleled insights and support to distill your deal’s financial and accounting complexities into concise, actionable information.