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M&A Advisories & Investment Banks

Valtari’s M&A advisory and investment bank users lever our experienced analyst team and vast resources in order to prepare for prospective client pitches, prepare deal research, source opportunities, and support general day-to-day back office requirements. 

Users consider our On-Demand M&A Analyst service a cornerstone to successfully outpace 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.

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

Additionally, on a per project basis, Valtari’s in-house analyst and design team can support the development of the following items:


Modeling

  • DCF
  • WACC
  • LBO/MBO
  • Accretion and dilution analysis
  • Polynomial growth 

Business Development and Deal Preparation

  • Confidential information memorandum (CIMs) development
  • Pitchbook preparation for buy-side and sell-side mandates
  • Road show presentations

Deal Marketing

  • Teaser preparation
  • Eblast marketing of deal w/ analytics reporting
  • Outbound calling campaigns

Presentation and Graphics Development

  • Presentations
  • Newsletters
  • Press releases
  • Social media strategy development and management
  • Editorial assistance