Decision support
What does the transaction mean for the company?
Is the opportunity worth pursuing?
Purchase price, management assumptions, transaction returns, and downside or alternative scenarios.
How should consideration be structured?
Cash, stock, rollover equity, deferred consideration, earnouts, and working-capital mechanics.
What happens to ownership?
Pro forma ownership, dilution, option-pool effects, and capitalization.
How do different terms change the outcome?
Valuation assumptions, financing terms, convertible economics, liquidation preferences, and company-level primary/secondary mix.
What does management actually need to decide?
The economic tradeoffs, decision points, and ranges required to move forward.
The analysis can apply across acquisitions, mergers, company-side equity financings, and build-versus-buy decisions tied to a credible transaction.
Management’s operating model and forecast remain the inputs. North Aspect does not build the company’s FP&A model, budget, or forecast.
Related capabilities
Analysis for management decisions - not a formal opinion.
North Aspect provides company-side transaction analysis. It does not provide fairness opinions, formal valuation opinions, investment advice, legal advice, tax advice, or accounting conclusions.
Where specialist conclusions are required, North Aspect works alongside the appropriate advisers.
North Aspect Partners is not a registered broker-dealer or investment adviser and does not act as a placement agent. In financing engagements, North Aspect works solely for the company. It does not identify, solicit, or introduce investors; negotiate with investors; distribute offering materials; or handle funds or securities. North Aspect does not accept compensation that is contingent on, or measured by, the completion or size of any financing or other transaction, and does not provide legal, tax, accounting, or investment advice.