transaction advisory
0+
0+
0+
Financial due diligence support
Intrinsic advises middle-market private equity firms on a wide variety of financial due diligence matters. As your strategic partner, we work hand in hand with you, keeping your goals and needs in mind, and perfect our perspectives through continuous dialogue.
An experienced transaction advisory team
The transaction advisory team is led by seasoned professionals with decades of experience working on highly complex transactions. We have backgrounds in Big 4 accounting firms, international consulting firms, private equity, family offices and investment banking.
Stephen Powers
MANAGING DIRECTOR
Stephen serves as a Managing Director and leader of Intrinsic’s Transaction Advisory Services practice. He brings over nine years of experience assisting private equity and corporate clients on complex buy and sell-side financial due diligence engagements in the construction, consumer and industrial manufacturing, technology, and various other industries.
Matthew Bogle
MANAGING DIRECTOR
Matthew serves as a Managing Director within the Transaction Advisory Services practice at Intrinsic and is the leader of the Healthcare Services team. He has spent over ten years serving as a trusted advisor to private equity clients, investment bankers and executive management teams. Matthew’s extensive experience performing Quality of Revenue analyses across a diverse set of healthcare specialties has enabled him to provide valuable insight to clients who are looking to assess the accuracy of both historical reported revenue and evaluate the accounts receivable of target organizations.
Kevin Winters
MANAGING DIRECTOR
Kevin serves as a Managing Director within the Transaction Advisory Services practice. Kevin leads financial due diligence engagements and also focuses on growth and development of the TAS practice. Kevin brings over 15 years of professional experience primarily in transaction advisory services and public accounting.
Helen Dixon
MANAGING DIRECTOR
Helen Dixon serves as a Managing Director in Intrinsic’s Transaction Advisory Services practice and leads the firm’s Software & Technology Services team. With nearly two decades of experience in professional accounting, Helen has cultivated a reputation as an indispensable advisor to private equity funds, executive teams, and investment bankers. Her expertise spans a broad range of complex financial transactions, including platform and add-on acquisitions, sell-side deals, carve-outs, and secondary buyouts. Throughout the entire deal lifecycle, Helen provides comprehensive support, from initial pre-LOI scoping and conducting thorough Quality of Earnings analyses to delivering post-close accounting and analytical guidance for the seamless integration of newly acquired companies.
Our goal is to secure your investment
We take every opportunity to make your job easier. In fact, many of our partners describe us as “user-friendly.” We do everything we can to ensure the due diligence process is as smooth and efficient as possible for everyone involved, including your target company.
Our transaction advisory process is thorough and thoughtful
The financial due diligence process includes thoughtful analysis of historical and projected earnings, net working capital, and operational performance. We identify value drivers, high-risk areas, unrecognized liabilities, and potential deal-impacting issues.
We perform a rigorous assessment of the following:
- Trial balance-level financial statements
- General ledger transaction detail
- Key performance indicators and operational metrics
- Customer, product, service, and location-level profitability
Experience supporting clients across a broad range of industries
