M&A Transaction Readiness

Prepared to Transact

We help organizations get ready for acquisition, sale, or investment—maximizing value and minimizing surprises.

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Transactions Reveal Everything

Buyers, sellers, and investors will scrutinize your financial statements, operational metrics, contracts, and compliance history with intensity. Organizations that prepare in advance transact faster, negotiate from strength, and achieve better outcomes.

We help leadership teams assess readiness, address gaps, and build the documentation and discipline required to execute a successful transaction—whether you're buying, selling, or raising capital.

HD Growth Partners brings transaction experience, financial expertise, and analytical capabilities that help clients enter negotiations with confidence

What We Deliver

  • Sell-Side Readiness

    • Quality of earnings preparation and pre-diligence review
    • Financial statement cleanup and normalization
    • EBITDA adjustments and add-back documentation
    • Working capital analysis and trends
    • Management presentation and data room preparation

  • Buy-Side Support

    • Financial due diligence coordination
    • Quality of earnings analysis and validation
    • Working capital and cash flow assessment
    • Integration planning and synergy modeling
    • Post-close financial integration support

  • Investment and Financing Readiness

    • Financial package preparation for lenders and investors
    • Covenant compliance analysis and modeling
    • Capital structure optimization
    • Investor presentation development
    • Ongoing reporting framework design

  • Transaction Process Support

    • Deal timeline management and milestone tracking
    • Advisor coordination (legal, investment banking, tax)
    • Information request response management
    • Purchase agreement financial review
    • Post-transaction accounting and integration

Who We Serve

Our M&A readiness services are designed for organizations approaching a significant transaction:

  • Business owners considering a sale or partial exit

  • Private equity-backed companies preparing for recapitalization or exit

  • Growth companies seeking institutional investment

  • Organizations pursuing strategic acquisitions

  • Family-owned businesses planning ownership transitions

  • Non-profits exploring mergers or affiliations

Our Approach

Start Early

The best time to prepare for a transaction is before you need to. We help clients build readiness over time, not in a scramble.

Buyer's Perspective

We evaluate your organization the way a buyer or investor will—identifying issues before they become deal obstacles.

Integrated Expertise

Transaction readiness touches accounting, tax, operations, and strategy. We bring all perspectives to the table.

Execution Support

Preparation is just the beginning. We support clients through the transaction process and beyond.

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Why Organizations Choose HD Growth Partners

Organizations choose HD Growth Partners for our expertise in quality of earnings and thorough due diligence, combined with proactive readiness assessments that identify potential issues early. We coordinate seamlessly across accounting, tax, and advisory disciplines and bring extensive experience supporting middle-market transactions. Beyond the deal itself, we provide post-transaction integration support to ensure lasting success. We help organizations enter transactions prepared, confident, and positioned for the best possible outcome.

Prepare for Your Next Transaction

Schedule a conversation to discuss your timeline and readiness objectives.

Schedule a Consultation