Transaction Advisory Services

Your business deserves more than a deal. It deserves a strategy for what’s next

Selling, buying, or raising capital isn’t just a financial transaction — it’s a turning point for your business and your life. At LGA, we know how high the stakes are, because we’ve been in your shoes as entrepreneurs, CFOs, and dealmakers. We help you move forward with clarity, confidence, and results.

How We Help Businesses, Buyers, Sellers, and Lenders:

Strategy & Growth

• Strategic advisory to turn challenges into growth opportunities.
• Financial modeling and scenario planning to reduce risk.

Capital & Transactions

• Investor presentations that attract the right capital.
• Deal negotiation and financing support to secure favorable terms.
• Discreet market testing to gauge investor/buyer interest.

Financial Due Diligence & Valuation Guidance

• Assessing historical and projected financial performance.
• Identifying revenue and cost trends, working capital needs, and cash flow dynamics.
• Evaluating financial controls, reporting accuracy, and potential liabilities.
• Stress-testing assumptions to reflect realistic risk and upside scenarios.
• Providing a clear range of value to inform negotiations and strategic decisions.
• Highlighting key financial drivers and risk areas that could impact deal pricing or structure.
• Advising on the potential impact of financing, operational changes, or market dynamics.
• Translating complex financial data into actionable guidance for management, investors, and lenders.

Resolution & Stabilization

• Shareholder dispute resolution.
• Cash flow, operational analysis, and restructuring when you need to reset.
• Reduce the risk of default turning into total loss.
• Provides a neutral, professional lens (not just the borrower’s story).
• Saves time for the bank’s credit officers.
• Increase chances of recovery (restructure, refinance, sale).

Who We Support

• Business owners preparing for sale or seeking investment.
• Private lenders or investors seeking validation of financial performance.
• Institutional lenders and investors who need an independent advisor to ensure transparency and establish a realistic forward path for the borrower.
• We help identify and maximize the chances of debt repayment while protecting stakeholder value.

Ready to plan your next move?

Whether you have a transaction on the horizon or want to stress test your options, let’s connect to help you achieve what’s next.

Connect with us today.