Sell-Side Financial Assessments: Preparing for a Smoother, Stronger M&A Process
What’s Included in a Sell Side Financial Assessment?
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Working Capital Analysis
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We benchmark working capital against deal norms to help clients anticipate buyer expectations and set realistic negotiation targets.
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EBITDA Normalization
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We identify and adjust for nonrecurring, discretionary, or owner related expenses to present a clear view of sustainable earnings and potential buyer synergies.
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Cash to Accrual Conversion
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For businesses managing their books on a cash basis, we provide accrual conversions that align financial reporting with GAAP. This ensures accurate revenue recognition and expense matching, critical for valuation accuracy.
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Projection Alignment
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We work with management to align forward looking forecasts with historical performance, ensuring key assumptions are supported by data. This helps avoid the valuation disconnects that often derail diligence.
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Why It Matters
Let’s Talk
What’s Included in a Sell Side Financial Assessment?
-
Working Capital Analysis
-
We benchmark working capital against deal norms to help clients anticipate buyer expectations and set realistic negotiation targets.
-
-
EBITDA Normalization
-
We identify and adjust for nonrecurring, discretionary, or owner related expenses to present a clear view of sustainable earnings and potential buyer synergies.
-
-
Cash to Accrual Conversion
-
For businesses managing their books on a cash basis, we provide accrual conversions that align financial reporting with GAAP. This ensures accurate revenue recognition and expense matching, critical for valuation accuracy.
-
-
Projection Alignment
-
We work with management to align forward looking forecasts with historical performance, ensuring key assumptions are supported by data. This helps avoid the valuation disconnects that often derail diligence.
-
Why It Matters
Let’s Talk
What’s Included in a Sell Side Financial Assessment?
-
Working Capital Analysis
-
We benchmark working capital against deal norms to help clients anticipate buyer expectations and set realistic negotiation targets.
-
-
EBITDA Normalization
-
We identify and adjust for nonrecurring, discretionary, or owner related expenses to present a clear view of sustainable earnings and potential buyer synergies.
-
-
Cash to Accrual Conversion
-
For businesses managing their books on a cash basis, we provide accrual conversions that align financial reporting with GAAP. This ensures accurate revenue recognition and expense matching, critical for valuation accuracy.
-
-
Projection Alignment
-
We work with management to align forward looking forecasts with historical performance, ensuring key assumptions are supported by data. This helps avoid the valuation disconnects that often derail diligence.
-
Why It Matters
Let’s Talk
About The McLean Group
For over 30 years, The McLean Group has been providing investment banking and financial services offerings focused on the Defense, Government & Intelligence (DGI), Security, Critical Infrastructure, Maritime, Facility Services, Unmanned Systems, and Public Safety markets. Our 60+ professionals bring deep industry experience and relentless execution to every client engagement. We provide solutions that blend financial creativity with operational expertise. Whether we are providing transaction advisory, valuation opinions, or growth capital, our services are unmatched in these core markets. Learn more at www.McLeanLLC.com.
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Monthly Middle Market M&A Insider Report (July 2025)
The McLean Group’s July 2025 M&A Insider Report highlights a dynamic and resilient dealmaking environment across key sectors, including defense, government, intelligence, cybersecurity, aerospace, maritime, and critical infrastructure. Despite a cooling labor market and rising geopolitical uncertainty, M&A activity continues to gain momentum, with both strategic acquirers and private equity sponsors pursuing high-value targets. Noteworthy transactions this month include TRIUMPH’s $2.9B acquisition by Warburg and Berkshire, the merger of satellite operators Intelsat and SES, and Fairbanks Morse Defense’s purchase of Rolls-Royce’s Naval Propulsors unit, further expanding its manufacturing capabilities. […]
Q2 2025 Mergers & Acquisitions Market Update
The McLean Group’s Q2 2025 M&A Insider Report delivers timely insights into middle market activity across the Defense, Government and Intelligence, Critical Infrastructure, Cybersecurity, and Maritime sectors. This quarter’s report features transaction highlights involving industry leaders such as Lockheed Martin, Leidos, AeroVironment, and more, demonstrating continued investor confidence in national security and advanced technology platforms.
In addition to deal coverage, the report explores how shifting geopolitical dynamics, changes to federal budgets, and new regulatory measures are impacting valuation trends, market activity, and strategic deal making. […]