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M&A Advisories & Investment Banks

M&A advisory and investment bank clients lever our experienced analyst team and vast resources in order to prepare for prospective client pitches and prepare deal marketing material.

Valtari's On-Demand M&A Analyst service has become a cornerstone for our clients to outpace their competition, streamline operations, and remain cost-efficient as deal activity ebbs and flows. How does it work? Each Valtari user is assigned a dedicated M&A analyst point of contact — gaining unfettered access via email, phone, or Skype — to support all needs that fall within the scope of research.

Our full-suite of M&A advisory services are delineated below:

Frequent research requests include:

  • Target list development of prospective buyers (strategics & sponsors) 
  • Identifying potential sellers
  • Finding sources of capital or interested investors 
  • Maintaining public comparable tables
  • Analysis of precedent M&A transactions 
  • Operational benchmarking data
  • In-depth industry reporting
  • Key contact validation of targets’ decision-makers 
  • Writing company profiles
  • General inquiries

Pitch Books and CIMs

Deal Marketing

  • Teaser preparation
  • Eblast marketing of deal w/ analytics reporting

Modeling

  • DCF
  • WACC
  • LBO/MBO
  • Accretion dilution analysis