Comprehensive Corporate Finance & M&A Advisory
At Crestline Capital Partners, we specialize in providing tailored M&A advisory services to companies across diverse industries, focusing on facilitating successful transactions through expert guidance and strategic insights. From common accounting practices to more complex strategic needs like digital transformation, gaining expert advice and solutions can be a differentiating factor on the road to growth. We're here to help you find the right service at the right time.
Value-Added Partnerships
We partner with management leaders across various industries to provide comprehensive M&A advisory services, including buy-side and sell-side representation, due diligence, and business valuation.
Partnering with Leaders
Partnering with proven management leaders can provide distinct and proprietary advantages in the investment process and can mitigate risk.
Leveraging Domain Expertise
Results-driven teams have developed deep domain expertise within Financial Services & Technology, Healthcare, TMT, and Business & Consumer Services
Executing Transformation
Bringing together research-based investment thesis development and proactive executive networking to execute transformational investments.
Full Scale Transaction Support
From strategy to closing, we provide hands-on execution.
Data-Driven Insights
Financial modeling, valuation, and due diligence expertise.
Confidential & Trusted Advisors
Ensuring discretion in every engagement.
Buy-Side Advisory
We assist corporate buyers, strategic investors, and family offices in identifying and acquiring high-value businesses.
- Target Identification & Deal Origination – We source proprietary opportunities through our extensive industry network.
- Valuation & Financial Analysis – In-depth financial modeling and valuation analysis to determine the right price.
- Due Diligence Coordination – Financial, operational, and legal diligence support to mitigate risks.
- Negotiation & Deal Structuring – Assistance in structuring transactions, optimizing financing, and negotiating favorable terms.
- Post-Acquisition Integration – Ensuring seamless operational and cultural integration post-closing.
Who We Serve: Corporate acquirers, family offices, institutional investors, and strategic buyers looking for M&A opportunities.
Sell-Side Advisory
For business owners considering an exit, we provide expert sell-side advisory to maximize value and ensure a smooth transaction.
- Company Valuation & Readiness Assessment – Determining the optimal price and positioning the business for a strong market reception.
- Confidential Marketing & Buyer Outreach – Targeting strategic buyers and private equity firms through a structured process.
- Deal Negotiation & Transaction Structuring – Ensuring the best terms while minimizing potential liabilities.
- Due Diligence Management – Handling financial, operational, and legal review to ensure a seamless sale.
Who We Serve: Entrepreneurs, lower-middle market business owners, and corporations looking to divest assets or subsidiaries.
Business Valuation & Financial Modeling
Accurate valuation is critical for making informed M&A decisions. We provide independent valuation analysis for:
- Mergers & Acquisitions – Buy-side and sell-side transaction support.
- Private Equity & Investment Firms – Valuation for investment opportunities and portfolio companies.
- Corporate Finance & Restructuring – Valuation for capital raising, financial reporting, and strategic planning.
Valuation Techniques Used:
- Discounted Cash Flow (DCF) Analysis
- Comparable Company Analysis (Comps)
- Precedent Transaction Analysis
- Leveraged Buyout (LBO) Modeling
Financial Due Diligence & Transaction Services
We support investors and business owners in evaluating financial, operational, and strategic risks before closing a transaction.
- Quality of Earnings (QoE) Reports – Identifying earnings sustainability and financial health.
- Working Capital Analysis – Assessing liquidity and post-closing adjustments.
- Operational & Financial Risk Assessment – Highlighting potential red flags in transactions.
- Industry Benchmarking & Performance Metrics – Comparative analysis for informed decision-making.
Who We Serve: Private equity firms, corporate acquirers, lenders, and strategic investors conducting due diligence.
Capital Raising & Private Placement Advisory
We assist businesses in structuring and raising capital through private placements.
- Equity & Debt Capital Advisory – Structuring fundraising strategies to maximize value.
- Investor Outreach & Deal Marketing – Connecting businesses with institutional investors, family offices, and private capital sources.
- Term Sheet Negotiation & Structuring – Ensuring competitive financing terms.
- Recapitalizations & Growth Financing – Advisory for companies looking to scale or restructure capital.
Who We Serve: Business owners, growth-stage companies, and institutional investors.
Industry Expertise
Crestline Capital Partners provides specialized M&A advisory services across key sectors, including:
- Healthcare & Life Sciences – Medical devices, healthcare services, and biotechnology.
- Technology, Media & Telecommunications (TMT) – SaaS, cloud services, fintech, and digital infrastructure.
- Financial Services & Specialty Lending – Asset management, payment processing, and alternative lending.
- Industrial & Manufacturing – Aerospace, precision engineering, and supply chain consolidation.
Growth Consulting
We offer a guided, useful process that sets out the best course of action to assist you achieve your objectives. We ask business owners to think about the following questions:
Do I have internal resources to carry out my goals and a written growth strategy to help me reach them?
Is my company's success meeting my expectations, or is it time to think about a different strategy?
What possible drawbacks can maintaining the status quo have for me and my company?
Learn the value Of Your Largest Asset
Our Process
Each year, only a fraction of businesses listed for sale actually sell. Of those that do not, the primary constituent is incorrect pricing. Our valuation process solves for that and provides an accurate assessment of your company’s fair market value so you can make the decision that is right for you. The timeframe varies by client but typically ranges between 4–6 weeks.
Initial Briefing & Agreement
We explain the valuation process and discuss your goals, objectives, and the purpose of the business valuation engagement. Advisors provide a quote and engagement summary that outlines the scope of our service offering, the expected timeline, and the fee for services.
Data Gathering & Analysis
We evaluate all aspects of your business, from historical financial statements and forecasts to employee, customer, and competitive data. Next, we interview owners and key stakeholders, while researching the industry, economic drivers, and other issues at this stage of the valuation process.
Valuation Preparation
We determine the most appropriate valuation methodologies based on synthesizing the data, documentation, interviews, and independent research. The goal is to provide a customized, comprehensive, and defensible business valuation.
Management Review
We review the report to ensure a thorough understanding of its conclusions and the proper steps to implement any action items it spurs.
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