Buyer Side Advisory – Cement/ Aggregates

by ldc55 | Aug 23, 2024 | Transactional Advisory Services, TRANSACTIONAL, OPERATIONAL & TAX PRACTICE

Retained by buyer in an expansion acquisition to evaluate and value target company.

Owner Side Advisory – Professional Audit Firm Sale to Employees

by ldc55 | Aug 23, 2024 | Transactional Advisory Services, TRANSACTIONAL, OPERATIONAL & TAX PRACTICE

Retained by owner of joint interest audit services professional firm to assess values and structures for employee buyout and succession plan.

Seller Side Advisory – Boring Company Serving Midstream Gathering Clients

by ldc55 | Aug 23, 2024 | Transactional Advisory Services, TRANSACTIONAL, OPERATIONAL & TAX PRACTICE

Financial advisor to selling owners of boring company; provided price range consulting, business structuring, earn-out, incentive compensation and tax minimization advice in a proposed Equity Sponsored Industry Platform rollup transaction.

Buyout Group Advisory – Acquisition of Directional Drilling Tool Company

by ldc55 | Aug 23, 2024 | Transactional Advisory Services, TRANSACTIONAL, OPERATIONAL & TAX PRACTICE

Retained to perform a quality of earnings and financial reporting agreed upon procedures services as well as an inventory, M&E and drilling tool appraisal.

Lender Side Advisory – Oilfield Supply Company

by ldc55 | Aug 23, 2024 | Transactional Advisory Services, TRANSACTIONAL, OPERATIONAL & TAX PRACTICE

Independent Appraiser for secured lender providing leveraged buyout financing to equity sponsor in a transaction to acquire M&M Supply.

Buyer Side Advisory – E&P Company Buyer of Reserves and Acreage From Financially Troubled Seller

by ldc55 | Aug 23, 2024 | Transactional Advisory Services, TRANSACTIONAL, OPERATIONAL & TAX PRACTICE

Retained to issue a fairness opinion regarding the purchase price of oil and gas property assets due to the poor financial condition of the seller and potential fraudulent conveyance exposure to buyer.