Our Approach
Running any merger or acquisition ("M&A") process may distract from running your business. We optimize M&A outcomes by providing critical insights through data-driven analysis, while minimizing friction. We bypass conventional filters thereby eliminating inherent biases. Our data-driven approach reveals the truth behind the numbers.
While this focus on foundational data culminates in producing the traditional analyses, including the quality of earnings analysis and proof of cash analysis, our unique approach allows our clients to operate from a position of strength as they make informed decisions based on a clear and comprehensive understanding of the facts.
About Us
Our name was inspired by the traditional climbers scaling Tahquitz (Lily) Rock. They continually make essential decisions about the tradeoffs between speed & precision and the resulting risks & opportunities. At Taqitz (\'tȯ-kēts\), we use a similar mindset to support transaction-related decisions.
Our team of transaction specialists have worked for the best global advisory firms, complimented with real-world experience executing transactions from idea to integration. We operate as a catalyst to refine & execute your strategic vision through an understanding of the details.
Our Leaders
Erik Shipley
Partner
Erik's experience spans due diligence, financial operations, data analytics, financial modeling, merger integration, cross-functional due diligence, carve-outs and divestitures, negotiations, and post-close dispute resolution. He's worked on hundreds of deals across dozens of countries exceeding $100 billion of cumulative value.
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Josh Henle
Partner
Seasoned finance executive with deep financial, accounting, and due diligence experience on transactions from outright acquisitions to carve-outs and take-private transactions.
View ProfileOur Services
As a dedicated financial diligence advisor, we serve as a catalyst for your critical transactions, leveraging deep industry, deal, and big data experience to pave the way to optimized outcomes. Whether you need buy-side or sell-side support, we help you focus on what matters most.
Financial Due Diligence
Insightful quality of earnings & operational analyses focused on your investment thesis. Our comprehensive financial due diligence turns complex data into actionable insights for mergers, acquisitions, and divestitures.
- Quality of Earnings Analysis
- Proof of Cash Analysis
- Debt & Debt-like Analysis
- Quality of Net Working Capital Analysis
- Revenue & Expense Analysis
- Cash Burn Analysis
Tax Due Diligence & Structuring
Understanding the tax consequences of a transaction depend on the structure, the objectives, and the target's practices. We can help you reduce or defer taxes, maximize future tax benefits or limit risk from known or unknown liabilities.
- Tax Structuring & Modeling
- Tax Due Diligence
- Tax attribute preservation and planning (e.g., section 382)
- Stock / asset basis and earnings & profits calculations
- Tax-free reorganizations / liquidations
- Debt restructurings / recapitalizations
- Consolidated return issues (e.g., ULRs, I/C debt, ELAs)
- Debt restructurings / recapitalizations
Merger Integration
Precision planning and execution to minimize disruption and accelerate synergy capture. We navigate the complexities of combining organizations, from culture to operations, ensuring a smooth transition.
- 100-day Plan
- Finance & Accounting Alignment
- Systems Implementation
- Top-grading Assessment
- 13-week Cash Flow Forecast
Financial Modeling
Supportable and defensible financial models, based on Management's objective, designed for the rigorous expectations of boards and investors. We connect your tactical approach to financial performance ensuring a clear view of key indicators.
- Historical Trends
- Key Levers & Assumptions
- Sensitivity Tables
- Cash Flow Analysis
- Working Capital Requirements
Interim CFO
Frictionless support for fundraising, restructuring, and post-transaction growth. Our experienced professionals integrate with your team, allowing you to focus on core operational and strategic objectives.
- Team Assessment & Training
- Accounting Policies & Memos
- Process Improvement
- Forecasting & Budgeting
- KPIs and Dashboards
- Board of Directors Reporting
Strategic Finance
Translating corporate strategy into a comprehensive financial plan. We provide the analytical rigor for key decisions on capital allocation, performance management, and growth initiatives.
- Budgeting & Forecasting
- Financing Optimization
- Pre-LOI Target Assessment
- Capital Allocation
Technical Accounting
Advice on the complexities of accounting standards. From new pronouncements to accounting for transaction issues, we ensure compliance and mitigate risk.
- Revenue Recognition
- Lease Accounting
- Purchase Accounting
- Cost Capitalization
Audit Preparation
Streamlining your audit process by ensuring your organization is fully prepared. We help identify and resolve issues, preparing documentation to facilitate an efficient, seamless audit.
- Close Checklists
- Subledger & Reconciliation Preparation
- Project Management
- Technical Accounting Assessments
- Readiness Assessments
Post-Close Dispute Support
Providing expert analysis and support for purchase agreement negotiation, earnouts, and working capital adjustments. We act as your advocate in resolving post-close financial disputes with clarity and precision.
- Working Capital & Post-close Adjustments
- Earn-out Calculations
- Deferred Compensation
- Dispute Preparation & Negotiation Support
Broad Industry Expertise
Our experience spans a wide range of sectors, giving us the unique insight needed to navigate your specific market challenges.
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