Private Equity & Venture Capital

Our CFO Services team partners with founders, CEOs, boards, and investors to embed talented and tenured finance executives within organizations to help lead through periods of transition.

Our experienced team of CFOs are long-term employees of BPM and work on an interim, fractional, or project basis.  Whether you’re looking for a virtual CFO, part-time CFO, or fractional CFO, our team has decades of first-hand experience with navigating complexities faced by emerging-growth and mid-sized companies 

M&A transactions are demanding, and the journey toward closing a deal is fraught with potential stumbling blocks. Financial discrepancies, legal issues, misaligned objectives and other hurdles can result in prolonged negotiations and increased costs. Worse, the time and stress involved in managing a deal can detract from operations, slowing growth and further endangering your transaction.

Our Transaction Advisory Services are designed to empower well-informed decision-making. Whether you’re considering buying, selling or merging businesses, our services make the transaction experience as seamless as possible.

Successful mergers and acquisitions require buyers to clearly understand both opportunities and risks. Due diligence involves a thorough analysis of financial statements and earnings quality, and identifying any risks, anomalies or non-recurring items that could affect the valuation and success of a transaction. Proper due diligence helps buyers structure transactions strategically; without this, you may not see the full picture. 

Our Due Diligence Services are designed to help buyers identify areas that could affect deal negotiations. Whether you are a strategic buyer, a private equity firm or a capital provider, we help you analyze risks and support your decision-making.  

Accurately determining the value of your business and its equity is critical. This is true at all stages of your company’s growth, from startup to liquidity scenario, as well as when exit or estate planning.

Our Valuation team delivers customized, certified and accurate accounting and transaction-based valuations tailored to your specific needs. We have extensive valuation advisory experience, allowing us to provide advanced insights and defensible conclusions in even the most complex situations.

Mergers & acquisitions present a time of great change for your operational structure. While the prospect and realization of significant growth and power is exciting, the deal also proves to introduce a great amount of complication to operations and tax rates.

Regardless of your role in the merger, we will work with you to ensure a seamless transition. Our specialists provide merger risk management, due diligence services, acquisition risk assessment and tax-efficient deal structuring. We will work closely with you and your company throughout the entirety of the process to make sure everything goes as planned.