The right engagement for your next move.
M&A advisory and enterprise value creation, shaped around the decision your team must make. Choose a focused diagnostic, a defined analytical project or support through implementation.
For business owners
Understand what is holding back growth, profit or cash—and what to do before an ownership transition. We can assess sale readiness, evaluate an acquisition, examine customer economics or organize a performance program.
Start with a Value Creation Assessment when priorities are unclear. Use a project engagement when the decision is defined. Receive a findings report or decision brief, the relevant financial analysis and a sequenced action plan with owners and measures.
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For private equity firms
Connect the investment thesis to the operating work required before and after close. Support can cover operational diligence, an add-on business case, portfolio-company performance, integration priorities or management reporting.
Scope a defined workstream around your investment committee, board or operating-team needs. Receive an economic bridge, issue register, value-creation priorities and the appropriate execution or reporting tools. Separate recurring earnings, first-year delivery and cash effects so decisions reflect the full economics.
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For investment banks
Add analytical capacity to a defined transaction workstream. Assign a financial model, industry research, customer or operating analysis, diligence preparation or management presentation support.
Agree the lead reviewer, source access, confidentiality, deadlines and acceptance criteria. Receive editable work products, supporting sources and a clear record of open issues. Crestline works within the agreed role and review process so the lead team can integrate the output into its transaction materials.
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Defined work. Clear accountability.
Choose the scope that fits.
Choose the work product and support your decision requires. We agree review areas, entities or locations, information access, management involvement, delivery milestones and fees in a written proposal. Scope changes are agreed before additional work begins.
Value Creation Assessment
When priorities need clarity. A focused review of the agreed commercial, operating, financial or readiness questions. Receive a findings report, prioritized opportunity roadmap and proposed 90-day action plan. The assessment includes a management readout and defined next decisions.
Project Engagement
When the assignment is defined. Commission a model, acquisition review, readiness workstream, customer-economics analysis or operating study. Agree the source requirements, editable outputs, review cycles, delivery milestones and handover. The proposal specifies what is included and who approves the work.
Ongoing Advisory
When decisions continue over time. Establish a defined monthly scope for management or sponsor support. Agree priorities, meeting cadence, analytical capacity, reporting and response expectations. Review the agenda regularly so the work remains tied to the business decisions that matter.
Implementation Scope
When the plan needs execution support. Scope workstreams, pilots, milestone management, reporting and benefits tracking. Define management ownership, Crestline’s responsibilities, resource needs and escalation routes. Implementation is quoted separately; assessment findings can be used independently.
Your Engagement, Step by Step
Fees reflect the work and deliverables agreed in writing. Timing depends on complexity, information availability and management access. Any transaction execution or regulated activity requires a separate scope and appropriate professional arrangements.
1. Introductory Discussion
Discuss business priorities, desired outcomes, and immediate constraints. Identify whether Crestline is a fit and what a useful engagement would cover.
2. Scope & Agreement
Agree the business question, work plan, deliverables, fee, payment terms, and timetable in writing before consulting work begins.
3. Review & Analysis
Review agreed business information and discuss findings with management. Test the business case and identify operational, commercial, and readiness opportunities.
4. Findings & Roadmap
Review the findings report and prioritized opportunities. Receive a 90-day action plan with proposed owners, milestones, and performance measures.
5. Next Steps
Agree what management will implement and whether separately scoped advisory or implementation support would be useful. No additional engagement is required to use the assessment findings.