Strategic Financial Advisory

CEO’s principals have helped dozens of clients achieve their business goals through advising and executing on a variety of transactions including mergers, acquisitions, recapitalizations and debt financings. CEO’s financial and due diligence advisory has a long history, track-record and relationships in the lower middle-market and can provide the necessary support to guide buyers and sellers alike through transactions. CEO’s financial and due diligence advisory services include the following:

  • Historical Financial Analysis
  • Financial Projection Modeling
  • Operational and Business Due Diligence
  • Industry and Market Research
  • Sourcing and Raising Debt Financing
  • Documentation Support
  • Roll-up/Add-on Opportunity Sourcing