Financial advisory: clarity and control in every transaction

Financial expertise that drives the deal

Numbers tell a story, but only when they're understood in context. At dups, we go beyond financial analysis to design transactions that make sense strategically, legally, and commercially.

We act as your financial sparring partner throughout the M&A process, from valuation and modeling to negotiation and closing. Our approach is pragmatic, integrated, and always aligned with your business objectives. Because great deals aren't just priced right; they're structured right.

Why M&A requires integrated financial advisory

Every transaction involves trade-offs: valuation vs. control, price vs. terms, cash vs. earnout. Traditional advisors analyze numbers in isolation. We don't.

At dups, we connect the financial logic to the legal framework and strategic intent of the deal. That means your valuation model informs your negotiation stance. Your cap table drives your governance setup. Your financial due diligence translates directly into your closing documents.

This integration is what turns fragmented advice into actionable insight.

Our M&A financial advisory approach

1. Valuation and financial modeling

We start by understanding your business, market dynamics, and transaction rationale. Then, we build or review financial models that support negotiation, not just compliance. We use multiple methodologies (DCF, comparables, precedent transactions, VC method, net asset value) and stress-test assumptions under different scenarios.

Our goal: deliver a valuation range you can defend and a model investors or buyers respect.

2. Deal structuring and scenario analysis

Valuation is only one part of the equation. We analyze transaction structures (equity, convertible instruments, vendor rollovers, or mixed debt setups) to understand their financial and tax impact. We model different payout structures (cash, earnout, deferred) and simulate their effect on control, liquidity, and performance alignment.

You get clarity on what each term means in real-world financial outcomes.

3. Due diligence support

We provide buy-side, sell-side, and vendor due diligence, analyzing quality of earnings, working capital, cash flow, and financial risks. Our findings feed directly into negotiation strategy and documentation.

We focus on what matters: the numbers that change valuation, the trends that reveal operational gaps, and the adjustments that protect your position.

4. Transaction execution and negotiation

Our financial advisory team supports you throughout the deal process, translating analysis into strategy. We prepare decision memos, negotiation models, and valuation summaries for management or board review. We also coordinate with your legal and tax advisors to ensure alignment on every clause and commitment.

Because in M&A, precision and speed make the difference between signing and slipping.

What makes dups different

At dups, we merge financial advisory with legal strategy under one roof. This integration gives you a single source of truth throughout your deal: one logic, one flow, one outcome.

We've been on both sides of the table, advising founders, investors, and corporates. That's why we know what drives real negotiation leverage, what investors expect, and how to protect value through documentation.

We're not here to produce endless spreadsheets; we're here to get your deal closed on the right terms.

Deliverables you can expect

We provide end-to-end M&A financial advisory, including:

• Business valuation and financial modeling
• Deal structure analysis and scenario planning
• Buy-side and sell-side due diligence
• Cap table and ownership modeling
• Term sheet and valuation alignment support
• Transaction documentation input (SPA, SHA, closing schedules)
• Post-closing performance tracking and integration insights

Every deliverable is clear, actionable, and connected to your transaction reality.