Investment Banking Services
Investment banking services, offered by BDO Capital Advisors, LLC, provide buy and sell-side representation, capital raising services, board advisory, and ESOP advisory to middle market companies.
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Drive value at every stage of the M&A lifecycle
As industry boundaries blur and geopolitical instability increases, there’s a new M&A paradigm—and traditional playbooks won’t cut it.
In an era defined by uncertainty, dealmakers must balance agility with risk mitigation, from initial planning through deal execution and beyond. Deal success hinges on experience and relationships as well as data-driven intelligence and operational follow-through across the M&A lifecycle.
From pre-deal strategy through integration, our M&A solutions are designed to help minimize time-to-value at every stage of the deal. We combine innovative approaches with practical experience working on transactions of all sizes and complexities for strategic and financial investors alike*. Whether you’re pursuing new investment theses or rationalizing your portfolio, BDO can help you achieve your strategic objectives, capturing synergies along the way.
How BDO Can Help
Private Market Intelligence
Provide real-time insight into strategic and financial transaction dealmakers, as well as capital markets trends and forecasts.
Enhanced Deal Value
Identify the right levers to help maximize value while mitigating risk throughout the transaction.
Industry Experience
Tap years of operational and transactional experience across a broad range of industries.
Practical Insights at Deal Speed
Harness your data to uncover macro-level trends and micro-level details that deliver value across the M&A lifecycle.
End-to-End Support
Bring BDO’s full suite of cross-functional resources — before, during, and after the deal — all accessible via a single senior point of contact.
Risk Mitigation
Embed risk management principles throughout the deal to avoid the bottlenecks and pitfalls that threaten success.
How We Work With You
Capturing synergies across every stage of a transaction is key to M&A success.
We provide a full suite of advisory, accounting, and tax services to help you achieve your strategic objectives.
Corporate Buy-side M&A
We deliver the data-driven intelligence and operational follow-through to help you accelerate time-to-close and maximize value.
Our experience working with middle-market strategic and financial investors gives us insight into your potential targets and the challenges they face.
We help you fast-track your growth ambitions and scale smarter by integrating M&A into your overarching growth strategy. We start by identifying value-creation opportunities across your business, from market expansion and capability building to operational excellence and digital transformation. Analyzing build vs. buy scenarios, we determine which paths offer the optimal combination of speed, risk, and return. Our data-driven approach helps quantify the full potential of each opportunity, whether pursued through organic investment or strategic M&A.
When the right move is M&A, we help you identify, research, and pursue acquisition targets.
Our team conducts comprehensive due diligence of your acquisition target to provide a holistic view of the business’ health and strategic value. We leverage proprietary technology to derive practical insights from data — transforming large volumes of information into actionable intelligence at deal speed. Working seamlessly with other advisors, the due diligence phase can include deal modeling services and intelligence to support transaction decisions and structuring.
Learn more about our approach to due diligence.
Do you need capital to fuel growth, make an acquisition, provide a liquidity event for ownership, or refinance your existing debt or capital stack? Our team evaluates debt and equity financing options to create funding structures that provide greater flexibility and improved terms. Working with our extensive network of capital providers, we can help source the capital you need to execute on your strategic objectives.
Learn more about our capital raising services.
We help you navigate the complexities of closing a deal, structuring transactions for both immediate success and long-term value. Our team provides valuation and deal modeling services, giving buyers a clear view of pricing, synergies, and tax and financial impacts before finalizing the deal. Throughout the process, we lead strategic negotiations to help secure favorable terms.
Integration strategy can start as early as initial deal discussions. Our team develops a structured roadmap that transforms synergy goals into clear milestones. The Day 1/100 plan then focuses on efficiently and effectively integrating people, process, systems, and data across finance, operations, sales, customer service, and IT. To obtain deal value as quickly as possible, we fill skills and capacity gaps through temporary staffing, interim management, or strategic outsourcing.
Learn more about our M&A integration services.
The work isn’t done when integration is complete. BDO collaborates with your board and management team to unlock the value of your acquisition. We bring the full suite of BDO’s resources to help you drive increased revenue, realize synergies, and implement operational improvements that lead you to your next phase of growth. We can also provide valuations of acquired tangible and intangible assets for tax and financial reporting purposes as part of post-acquisition opening balance sheet requirements.
Corporate Sell-side M&A
We offer the intelligence, diligence, and readiness to support you from strategy to sale and separation.
Whether you decide to sell a majority or a minority stake in your company is based on your objectives. We can help you evaluate and execute on either.
Is your company prepared for a sale? We help you identify your best path forward through a comprehensive assessment of every aspect of your business, from finance, accounting, and tax to people, technology, operations, real estate, and client and vendor relationships.
As part of this process, we evaluate financial reporting integrity, uncovering any irregularities. We also assess key value drivers, uncover operational inefficiencies, and flag potential red flags that could affect buyer confidence.
We develop a roadmap to address readiness gaps, seize opportunities to enhance offering value and strengthen your competitive position. Our services include valuation and deal/scenario modeling which also take into consideration tax and financial implications. Armed with those insights, we help you activate the strategic levers that drive enterprise value, ranging from operational enhancements to refined revenue strategies.
As you increase operational maturity, we help refine revenue recognition timing and related processes to support stronger financial discipline and transaction readiness. Given our deep industry and transactional experience, we know what buyers are looking for and can help position you for success.
Our team conducts comprehensive due diligence to provide a 360-degree view of your business’ health. Going beyond the traditional Quality of Earnings report, we arm you with the insights you need to avoid surprises and position your business in the best light to help maximize value. We remain connected throughout the process to help address questions from potential buyers.
Once you’re at the negotiating table, we help you evaluate bids and structure counter offers. Our team works to achieve preferential terms and provide necessary protections, taking into consideration potential post-close risks.
We bring deep transactional experience across industries and excel at positioning companies with the right buyers to help maximize value and probability of close. When deals require additional financing, we support capital raising initiatives to strengthen the transaction structure. Our team then develops the equity story and succession plans that chart the path to post-transaction success.
From reporting guidance and confidential information memorandum (CIM) preparation, through compliance, tax planning, and the closing plan, our team of seasoned professionals guides you through every step of the sale process.
Learn more about our investment banking services.
Through portfolio review, we identify divestiture opportunities and help you determine the ideal exit route. Our cross-functional team then works with you to streamline operations, restructure shared services, manage any stranded costs, and maintain business momentum throughout the transaction.
We also assist with the technical accounting considerations required for a clean separation, including carve-out financials and transaction-related reporting. From initial strategy through separation planning and post-close optimization, we provide comprehensive support to help optimize your core business while executing a clean divestment.
Learn more about our carve-out and divestiture services.
Private Equity Investment Lifecycle
Our main focus is to help you at every stage of your investment thesis, from providing you deal flow from our investment bank, executing initial platform investments to add-on integrations, capital raising, to eventual exit.
Through our extensive market relationships and deal flow network, we connect you with opportunities that match your investment criteria. Once targets are identified, our team delivers comprehensive due diligence and deal execution services according to your specific timelines. Powered by our data-model-based analysis tool, our approach breaks down barriers between financial, commercial, operational, tax, cyber/IT, legal/investigative, and workforce diligence, delivering a cohesive view of a target’s true value and risk profile.
We also work with private equity firms to structure tax-efficient deals and build valuations that align with both the investment thesis and exit strategy. By aligning workstreams, we help PE deal teams avoid surprises post-close and identify value creation opportunities upfront.
Our experienced professionals guide your firm through the execution of the deal, including critical planning and interim staffing to pave the way for a smooth transition.
Whether executing a platform acquisition, finding and integrating add-ons, implementing the appropriate capital stack for your portfolio, or standing up a newly carved-out entity, BDO helps PE firms move quickly, reduce disruption, and create value from day one.
We work alongside portfolio company management teams and PE sponsors to drive operational excellence, accelerate revenue growth, and manage risk throughout the holding period. Every initiative ties back to your strategic objectives, keeping value creation and exit readiness front and center. To provide speed and scale, we can step in to fill skills gaps and solve problems where needed. We can also offer valuation services of your investments as part of mark-to-market requirements/needs.
We work closely with your team to prepare for and execute the right exit strategy, whether a sale, IPO, or recapitalization. Our exit support includes deal marketing and execution, sell-side due diligence, tax planning, technical accounting, carve-out valuation work, and strategic alternatives analysis to help maximize returns on your portfolio company investments.
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*Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.
Turnaround and restructuring services as well as operational value creation services within the United States are offered through BDO Consulting Group, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. Certain turnaround and restructuring services may not be available to attest clients of BDO USA under the rules and regulations of public accounting.