Transaction Services
Independent financial and operational diligence for confident deal-making in the middle market.
At High Point, we help buyers, sellers, and investors navigate complex transactions with clarity and precision. Our diligence team specializes in middle market deals, delivering the financial rigor and operational insight required to validate opportunities, uncover risks, and protect enterprise value.
Whether you’re evaluating a new acquisition, preparing your business for sale, or structuring a transaction, our team ensures you have the data and analysis needed to make confident, informed decisions.
Our Diligence & Transaction Services
Buy-Side Due Diligence
Independent financial and operational reviews to assess quality of earnings, validate assumptions, and highlight red flags—helping buyers make smarter acquisitions.
Sell-Side Readiness
Helping owners enter the market with confidence through financial cleanup, normalized earnings, and stronger reporting that drive higher valuations and smoother diligence.
Quality of Earnings (Full & Lite)
Comprehensive analysis of revenue trends, EBITDA adjustments, and key metrics that impact valuation. We offer both full QoE for complex transactions and QoE Lite for smaller deals or early-stage diligence.
Working Capital Analysis
Detailed reviews of balance sheet trends and working capital requirements to help structure agreements that protect both buyer and seller.
Deal Structuring
Providing strategic guidance on deal terms, capital structure, and financial alignment. We help clients evaluate financing options, negotiate effectively and structure transactions to maximize return will protecting downside.
Transaction Advisory
Hands-on guidance throughout the transaction process, from initial diligence through closing, ensuring you move quickly while managing risk.
Data Room Support
We organize, review, and prepare key financial and operational materials to ensure a clean, credible data room. Our process anticipates buyer and lender questions, reduces back-and-forth during diligence, and builds confidence through clear, accurate. documentation.
Bolt-On & Add-On Acquisition Support
Providing diligence, financial modeling, and integration planning for bolt-on and add-on acquisitions. Our team evaluates synergies, validates assumptions, and ensures each target aligns with the buyer’s financial, operational, and strategic objectives.
Add-Back Validation
Verifying and documenting EBITDA adjustments to support accurate valuation and defensible deal negotiations. We confirm the legitimacy of add-backs, reconcile source data, and provide transparent analysis that stands up to buyer and lender scrutiny.
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Ready to Move Forward?
Your next step deserves clarity and confidence. High Point Advisory Group delivers the diligence, advisory, and financial leadership needed to realize lasting value.
DIFFERENCE
Why High Point?
Middle Market Specialists
Deep experience in transaction ranging from $500K - $500M
Clear, Actionable Insights
We deliver recommendations that drive decisions, not reports that collect dust.
Senior-Level Attention
Every engagement is led by experienced professionals with direct deal expertise.
Fast, Flexible Execution
Tight deadlines and complex deal structures handled without compromise.
Pricing Options That Fit the Deal
Flat fees, project-based, or ongoing advisory models.
Trusted Network
Access to leading legal, CPA, and lending partners.
