M&A Advisory for Achieving Your Business Goals

When navigating acquisitions or sales, it’s essential to thoroughly assess every aspect of the transaction. Having an objective third-party review your financial, operational, and strategic assumptions can provide invaluable insights. With extensive experience across various industries, Stem Capital Advisors brings an external perspective that ensures informed decision-making.

Our M&A professionals offer comprehensive support to private equity firms, venture capital, family offices, and more, guiding them through all stages of the M&A process—from strategy development and due diligence to seamless execution and integration.

Our Approach

Stem Capital Advisors offers a comprehensive range of M&A Advisory Services designed to deliver effective strategic planning and seamless execution. Our services create transformative value throughout every phase of the transaction lifecycle

  • Partnering with you to create a strategic and legacy plan that aligns with both your business and family goals.

  • Collaborating to identify growth opportunities through the development of an acquisition strategy.

  • Evaluating potential merger or acquisition targets based on your objectives, providing valuation and deal management to optimize terms.

  • Assessing the risks and benefits of each target with detailed financial analysis and due diligence.

  • Conducting thorough evaluations to maximize transaction outcomes.

  • Crafting a go-to-market strategy to prepare for liquidity events.

  • Enhancing exit value, optimizing the process, and mitigating risks.

  • Developing sell-side readiness plans to allow management to focus on core strategies.

  • Offering top-tier buy-side and sell-side financial due diligence for confident deal closure.

Buy-Side Due Diligence Services

  • Earnings quality assessments

  • Support with working capital

  • Identification of debt and similar liabilities

  • Financial and operational evaluations

  • Analysis of qualitative and quantitative findings

  • Free cash flow analysis

  • Tax due diligence and structuring

  • Transaction tax modeling

  • Validating tax attributes and assessing value for pricing

  • Transaction cost analysis and optimization

  • HR due diligence

  • Forecasting and future expectations evaluation

  • Purchase accounting assessments

  • Technical accounting guidance and research

Sell-Side Due Diligence Services

  • Assessing the quality of earnings

  • Support with working capital needs

  • Financial and operational evaluations

  • Identifying key qualitative and quantitative findings to shape the narrative

  • Carve-out support for divestitures

  • Tax due diligence and structuring

  • Transaction tax modeling

  • Tax attribute analysis to help set the purchase price

  • Assessing transaction costs

  • HR due diligence for human capital assessments