M&A & Transaction Support
Operators on both sides of the deal
We work deals from both sides of the table. For buyers, we evaluate targets, run diligence, and lead the integration. For sellers, we prepare owners and support the intermediaries and bankers who run their process.
Everest Advisors has advised on more than 50 transactions with acquisition value above $55 billion. That work sits in finance, operations, and people, the places where deals get made or come undone.
Our people are embedded operators, not deal tourists. We have run the finance function, closed the books, and sat across the table from a buyer. When we join a deal, we bring what we learned in the seat.
Buy-side: acquiring with confidence
We help private equity sponsors and strategic acquirers buy with a clear view of what they are getting. We stay on the deal from first look through the first hundred days and past them.
Target evaluation and readiness. We grade a target against the value drivers that decide returns, recurring revenue, scalability, competitive moats, and culture. A grading matrix shows you where the business is strong and where it needs work before you commit capital.
Due diligence. We run quality of earnings and working capital analysis and surface deal risks early, while you still have room to act on them. The goal is no surprises after close.
Structuring and negotiation. We work valuation, the cap table, and pro forma financials so the terms reflect the business you are actually buying, not the one in the pitch.
Transition services agreements. We define what the seller provides after close and for how long, so nothing critical goes dark on day one.
100-day integration planning. We build the integration plan and run the program, so the first hundred days deliver the results the model assumed.
Post-acquisition value creation. We place fractional finance, operations, and HR leaders from day one. That includes 13-week cash models, ERP, and the margin and operations work that turns a thesis into returns.
Sell-side: support for intermediaries and bankers
We support the intermediaries and bankers who run a sale, ideally before the formal process starts. Early involvement gives us time to fix what a buyer would otherwise discount.
Quality of earnings and projections. We build numbers that hold up in diligence, so the story you tell survives a buyer’s scrutiny.
EBITDA and cash flow. We work the cost structure and cash flow to raise EBITDA before the business goes to market.
Financial preparedness. We normalize the financials to GAAP so buyers trust what they are reading.
Valuation risk. We address the issues that compress value, customer concentration, pricing, revenue mix, and contract terms.
Diligence and data-room readiness. We ready the data room so the process moves fast and stays clean.
Negotiation and deal structuring. We work alongside legal and tax advisors on terms and structure, from the operator’s side of the numbers.
HR and operational readiness. Buyers scrutinize people risk, so we prepare the organization and its leaders before anyone examines them.
Sell-side: preparing owners to sell
We prepare owners to sell, and we start early. Value drivers like margin and working capital are judged on trailing performance, so the work has to begin well over a year before you go to market.
Business Ready. We assess revenue quality, operations, financials, and management depth beyond the owner. Buyers pay more for a business that runs without you in every decision.
Market Ready. We read industry conditions, buyer demand, and timing, so you go to market when the market wants what you have.
Owner Ready. We help you plan life after the sale, the transition, the tax, and the wealth. The deal is easier when you know what you are selling into.
Because value is judged on trailing performance, we coach owners to work backwards from the target close date. Start early and the numbers tell the story you want them to. See Prepare to Sell / Exit Readiness and take the Exit Readiness Check.
Why bring Everest onto a deal
We have sat in the seats we are hired into. Our advisors have run finance, operations, and people, so we see where a deal goes wrong before the memo does.
We embed across finance, operations, and people. That is where value is created or lost after close, and it is where deal tourists rarely go.
Our AI-driven enterprise-value diagnostic shows where a business stands and what a buyer will pay for it. It grounds the conversation in evidence, not opinion.
Our team runs more than 25 experienced leaders across finance, operations, marketing, and human resources. We match the operator to the deal in front of us.
Proof
A footwear brand grew from $100M to $600M over five years on the controls, forecasting, and inventory planning we rebuilt. The operations we put in place made the business both larger and more sellable.
A telehealth company secured a $24M Series B after we revised its model and materials and prepared its management team for diligence. Investors saw a company that had its house in order.
