1. PRE-LOI SERVICES
Lay the foundation for a stronger deal.
Financial & Operational Due Diligence
Quality of Earnings Analysis
Business & Financial Readiness
Value Creation Planning
Growth & Improvement Roadmaps
Data Room Preparation
IT Readiness
OUR PPP CYCLE. YOUR SUCCESS.
2. POST-LOI TO CLOSE
Navigate diligence and deliver confidently to close.
Diligence Support
Financial Modeling & Analysis
Working Capital & Closing Adjustments
Deal Support & Issue Resolution
Transition Planning
Day 1 Readiness
3. Post-Close Interim Leadership
Step in. Lead with impact. Build for the future.
Interim CEO/COO/CIO
Performance stabilization
Process & Systems Improvement
Reporting & KPI Development
Team Leadership Evaluations & Development
Strategic Initiatives & Value Creation
How it works
A clear, disciplined closing process
Every deal is different, but the work that prevents stalls is consistent. Here’s how we keep diligence productive and decisions moving.
1. Align on the LOI outcome
Confirm what “done” looks like for both sides: scope, timing, decision rights, and the critical path to close.
2. Build the diligence plan
Translate the LOI into a practical diligence roadmap: workstreams, owners, requests, cadence, and a timeline everyone can execute.
3. Run weekly execution
Coordinate requests, track dependencies, and keep the right people in the loop so diligence stays organized—not chaotic.
4. Resolve issues and close
Surface problems early, drive options and tradeoffs, and keep both parties aligned through final documents and closing logistics.
What you can expect
Execution that protects momentum
You get a single point of accountability for the post‑LOI phase—focused on clarity, cadence, and follow‑through.
Cadence and accountability
Standing check-ins, clear owners, and action items that don’t disappear between calls.
Clean diligence workflow
Structured requests, version control, and a predictable process for questions, answers, and follow-ups.
Decision-ready issue framing
When diligence turns up risk, we frame it into options, impacts, and next steps—so decisions happen quickly.
Closing coordination
Timeline management across legal, finance, and operators to keep the deal moving to signature and funds flow.
Process FAQs
Common questions about how Closebridge Advisors works post‑LOI.
When should we engage you?
Ideally immediately after LOI signature. The earlier we set the plan and cadence, the less time gets lost to rework and misalignment.
Do you work with buyers or sellers?
Both. Our role is to keep diligence productive and the path to close clear—while respecting each party’s objectives and constraints.
What does a typical week look like?
A short execution cadence: request tracking, owner follow-ups, issue triage, and a weekly status view that highlights risks and next steps.
Do you replace legal or financial advisors?
No. We coordinate the workstreams and keep momentum. Legal, tax, and financial specialists remain responsible for their deliverables.
How do you handle surprises in diligence?
We surface issues early, clarify impact, and drive options so both sides can make informed decisions without stalling the timeline.
Is your work US-only?
Yes. Closebridge Advisors is focused on US acquisitions and the practical realities of getting to close in the US market.