M&A and Capital Advisory

FSI provides M&A and Capital Advisory services, guiding clients through the complexities of identifying, approaching, and executing strategic funding, acquisition, or divestiture opportunities. From developing a compelling investment thesis and preparing robust financial projections to managing due diligence and negotiations, we help ensure each transaction achieves the desired outcome on favorable terms. For business owners exploring a transition or sale, FSI offers business transition advisory, assisting with valuation preparation, buyer readiness, and transaction support, working alongside bankers, brokers and legal teams as needed.

Key Capabilities & Areas of Focus

Process Strategy & Timeline Development

Investor Pitch Deck & CIM Creation

Competitive Market Analysis

Financial Modeling & Valuation

Due Diligence Preparation & Support

Buyer Identification & Outreach

Negotiation Support

Transaction Structuring

Post-Funding Support

Debt Financing Advisory

Contact Us

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