Transaction Services

Due Diligence

We bring deep industry expertise to both buy- and sell-side scenarios, recognizing that every transaction is unique. Our team seamlessly integrates financial and operational due diligence with corporate finance, capital markets, and M&A tax support, offering end-to-end transaction services tailored to each client.

Before any business or business unit is acquired, or sold, our professional experts provide critical financial and commercial insights through comprehensive due diligence, ensuring that clients make well-informed decisions and maximize value in every transaction.

Valuation Support

Understanding your business's true value is vital for making informed decisions in mergers, shareholder changes, estate planning, dispute resolution, and more. We offer comprehensive valuation services across diverse needs.

Our experienced professionals provide objective, defensible valuations, analyzing financial history, operations, and key value drivers to capture a full picture of your business. By assessing financial performance, resilience, and ESG factors, our specialists equip you to confidently navigate critical financial decisions that will shape your company's future.

Financial Modeling

Onyx creates fully integrated, customized financial models tailored to your business needs. Our models support budgeting, performance monitoring, and key value drivers, covering areas such as revenue, costs, working capital, cash flow, expenses, and depreciation schedules.

We also offer thorough reviews of existing financial models to ensure accuracy and effectiveness, identifying key issues and recommending potential improvements. The review process includes validating key assumptions to enhance model reliability and relevance, providing valuable insights for analysis and management reporting. Together, our tailored and carefully reviewed models enable you to confidently make informed financial decisions.

Business Plans

Onyx provides comprehensive business plan development services to help clients establish a clear, strategic vision for their business. We collaborate closely with you to create customized plans covering market analysis, financial projections, operational strategy, and growth objectives. Additionally, we offer thorough reviews of existing business plans to identify gaps, validate key assumptions, and refine strategies, ensuring that your plan aligns with current market conditions and business goals.

Whether you're looking to buy, sell, or expand, our expertise in deal integration and separation is seamlessly integrated into your strategic roadmap to drive impactful results. Through our Value Creation approach, we pinpoint opportunities that attract investors, support sound decision-making, and unlock superior returns, setting your business up for sustainable, long-term success.

Feasibility Studies

Onyx conducts comprehensive feasibility studies for new ventures, expansion projects, and regulatory compliance. Our studies evaluate the financial and economic viability of proposed enterprises, mergers, or acquisitions, identifying any necessary adjustments to achieve acceptance. We focus on projecting positive cash flow and favorable returns, helping clients make informed decisions about new initiatives.

IPO Readiness

Onyx provides IPO readiness services to guide companies through the complex journey of going public. Our team assesses your business’s financial, operational, and governance structures, identifying areas for improvement to meet regulatory and market standards. We assist with financial reporting, internal controls, compliance, and strategic positioning to ensure a smooth and successful IPO process. With our support, you’ll be fully prepared to navigate the demands of public markets and maximize shareholder value.

Phases of the Capital Raising & IPO cycle

Phase One: Preparing for capital raise/IPO

• We develop effective funding strategies and improve stakeholder engagement
• We address structural and governance needs
• We offer expert transaction accounting and financial reporting guidance to navigate public capital market requirements.

Restructuring

When facing covenant pressure, credit challenges, or the need to enhance transparency for stakeholders, we offer expert restructuring advisory services to strengthen your financial position and maximize strategic options.

We guide you through restructuring processes, support negotiations with key stakeholders, and develop and validate financial models to ensure effective implementation. We provide specialized advisory for family businesses to facilitate the transition into institutionalized organizations, fostering continuity and long-term sustainability. Our approach includes establishing systems-based management, implementing strong corporate governance, and ensuring transparent financial reporting, creating a solid foundation for growth, accountability, and diversification.

Part-Time CFO Services

Our Part-Time CFO service provides expert financial guidance without the cost of a full-time hire. For a fraction of the typical salary of a full-time CFO, you gain access to experienced financial leadership, including strategic planning, budgeting, cash flow management, and performance analysis. We work closely with your team to support decision-making and help drive growth, ensuring your business has the financial expertise it needs at a cost-effective rate.

Data Room Preparation

Our Data Room Preparation service ensures that your business is ready for due diligence, whether you're preparing for a sale, merger, acquisition, or fundraising. We help you organize, categorize, and securely store all the essential documents and information that potential investors, buyers, or lenders need to evaluate your business. Our experts ensure that all financial, legal, and operational data is properly structured and easily accessible, minimizing risk and maximizing transparency. By setting up a well-organized data room, we streamline the due diligence process, reduce delays, and provide peace of mind to all stakeholders involved.