M&A deal support and workflow automation for US advisory firms
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Outsourced M&A analyst · LOI to close

When the LOIs arrive: side-by-side comparisons, management meeting prep and the analysis behind the working capital peg, so you can advise the client on terms as well as price.

Full-time trained analyst OngoingQoE databook 5–10 business days
Led by Harsh Jindal, ex-Bain & Company PE due diligence
The work

What this stage needs

LOIs side by side
Price, structure, cash at close, earn-outs, rollover, escrow and conditions in one table.
Management meeting prep
Briefing notes on each buyer and the questions they are likely to ask.
The working capital peg
Monthly net working capital from the databook, to support the target level.
A closing tracker
Open diligence items and conditions tracked through to signing.
Services

How we help

Full-time trained analyst

A trained analyst working full time on your mandates: lists, CIMs, databooks, DDQs and day-to-day deal work, with senior review of every deliverable

Ongoing

QoE databook

Monthly P&L, balance sheet, adjustments and KPI tabs, tied out, with DDQ responses included

5–10 business days
FAQ

Questions advisers ask

Do you negotiate with buyers?

No. We provide analysis and support under your direction, and your team runs the negotiation. We are not a broker-dealer.

How is this stage priced?

A full-time trained analyst covers this work from a monthly price, and the working capital analysis comes from the QoE databook; both are on the pricing page.

Tell us about the mandate, and we’ll send a fixed quote within 24 hours.

Book a 30-minute call

Or email harsh.jindal@valcoreanalytics.com