MERGERS AND ACQUISITIONS ADVISORY

Confident M&A decisions
& Complete financial visibility

Plan, evaluate and execute your transaction with experienced financial guidance, supported by CoCFO a connected platform for valuation, due diligence, modelling, documents and financial control.

TRANSACTION PRIORITIES
Validate the valuation
Complete due diligence
Review proposed terms
DEAL OVERVIEW
Indicative valuation
Pending – valuation support in progress
Transaction structure
Share purchase / Asset deal / Earn-out
Deal stage
Due diligence & negotiation
Key risks
Misaligned valuation expectations, incomplete financial due diligence, unclear post-deal responsibilities
Action tracker
Financial review
Completed
Due diligence
In progress
Negotiation support
Upcoming

Structured advice throughout the transaction

Get financial guidance across deal readiness, valuation, due diligence, structuring, negotiation and execution.

Complete visibility without spreadsheet chaos

Keep financial models, assumptions, documents, requests, risks and transaction actions connected in one place.

Better decisions before committing to a deal

Understand the value, risks, financial impact and possible outcomes before buying, selling, merging or bringing in a strategic partner.

Build a stronger finance function

Approach your transaction with clarity, structure and control

Get the financial analysis, transaction planning and ongoing guidance needed to evaluate opportunities and protect your interests.

Deal Strategy and Readiness

Clarify your transaction goals and assess whether the company is financially and operationally prepared to move forward.

Key areas

Valuation and Financial Analysis

Assess the business using financial performance, forecasts, market information and transaction-specific assumptions.

Key areas

Forward planning

Understand the deal. Understand what it could mean.

Move beyond headline numbers with structured analysis of valuation, cash flow, financial risk, transaction terms and possible post-deal outcomes.

Know what needs attention

Identify financial gaps, valuation concerns, concentration risks, liabilities and unusual trends before they affect the transaction.

Deal-readiness dashboard CoCFO
Financial due diligence Ready
Business valuation Requires review
Tax & regulatory exposure High risk
Buyer/seller screening Action required

Recommended actions

Compare Different Deal Scenarios

Understand how purchase price, financing, earn-outs, growth assumptions and integration costs could affect the transaction.

TRANSACTION MODELLING
Scenario view
Conservative case Downside scenario
TBD
Base case Most likely scenario
TBD
Growth case Upside scenario
TBD
Expected financial impact Pending model inputs
Practical financial control

Practical financial control from day one

01

Create One Source of Deal Information

Bring financial reports, valuation models, due diligence documents, transaction assumptions and action items into one connected environment.

02

Validate the Business Value

Assess whether the proposed valuation is supported by performance, forecasts, market benchmarks and business-specific risks.

03

Identify Risks Before Closing

Review financial information and coordinate with legal, tax, audit and operational advisors to identify potential issues early.

04

Turn Findings into Negotiating Points

Use financial analysis and due diligence findings to support pricing, transaction terms, protections and final decisions.

Financial workflows

Make a complex transaction easier to manage and understand

Our M&A advisory team works with your leadership, finance team and external advisors to build a structured transaction process.

1

Assess the Opportunity

Clarify whether the objective is an acquisition, sale, merger, partial exit or strategic investment.

2

Review Financial Information

Analyse historical performance, forecasts, working capital, liabilities and the assumptions supporting the proposed value.

3

Coordinate Due Diligence

Organise requests, documents, findings and follow-ups while working with the relevant professional advisors.

4

Support Structuring and Negotiation

Evaluate transaction structures, model possible outcomes and help leadership understand the financial impact of proposed terms.

CFO + CoCFO

Bring M&A planning into your financial operating system

CoCFO gives your startup a connected financial view. Our M&A advisors use that information to assess the opportunity, test assumptions and support informed transaction decisions.

Reliable Financial Information

Use connected reports, cash flow, KPIs, budgets and forecasts as the foundation for deal analysis.

Structured Transaction Management

Maintain clearer processes for valuation, document collection, due diligence, financial modelling and action tracking.

One Connected View

Access financial statements, valuation models, forecasts, documents, risks and transaction actions through CoCFO.

Financial Advisory

A Riyadh HR Consultancy Needed Financials That Would Hold Up to Investor Questions

Everything your startup CFO helps you manage

Complete financial support across the transaction lifecycle

Get structured guidance from the initial opportunity assessment through financial review, negotiation and transaction completion.

Buy-Side Advisory

Evaluate acquisition targets, validate valuations, review financial risks and understand the potential impact of the transaction.

Sell-Side Advisory

Prepare the business for sale, strengthen financial information, assess value and manage buyer requirements.

Financial Due Diligence & Deal Modelling

Review the financial position, identify risks and test different transaction structures and outcomes.

Areas of CFO support

M&A advisory support across every stage of the deal

FAQ

Frequently asked questions

Answers to the most common questions founders ask before working with a Mergers and Acquisitions Advisory Services.

M&A Advisory Services help businesses plan, assess and execute acquisitions, sales, mergers, partial exits and other ownership transactions.

A startup may need an M&A advisor when considering an acquisition, preparing for a sale, exploring a strategic merger or bringing in an investor through a partial ownership transaction.

Support may include deal strategy, readiness assessment, business valuation, buyer or seller screening, financial due diligence coordination, deal structuring, financial modelling and negotiation support.

Yes. Support can be structured for companies acquiring a business, founders preparing to sell or organisations exploring a merger or partial exit.

CoCFO connects financial reports, forecasts, valuation models, documents and action tracking, helping the transaction team work from organised financial information.

Support may include research, screening and evaluating potential buyers, sellers or acquisition targets based on agreed criteria.

Yes. Support may include reviewing financial performance, working capital, liabilities, forecasts, customer concentration and other financial areas relevant to the transaction.

Yes. JaZaa focuses on financial and transaction advisory while coordinating with appropriately qualified legal, tax, audit and other specialists where required.

Yes. The team can model different structures and support financial discussions involving price, payment terms, earn-outs, working capital and transaction protections.

Book an initial consultation so we can understand the proposed transaction, your objectives, financial information, counterparties and expected timeline.

Ready to bring CFO clarity into your startup?

Book an initial consultation so we can understand your business, current financial setup and required level of support.