Transaction Advisory Support Services
Decks That Close Funding RoundsModels Built for Due DiligenceValuations That Hold UpStrategy That Closes Deals
Transaction advisory is not generic strategy consulting. It is the work that happens right before a deal closes, right after a term sheet arrives, and during the months of preparation that determine whether a fundraise succeeds or stalls. We build the materials that investors, acquirers, and advisors actually trust.
Who We Help
Founders, CFOs, Investors, and Cross-Border Businesses in Deal Mode
Founders & Startup Teams
Raising capital, preparing for a sale, or entering new markets. We build the materials investors and acquirers actually read.
CFOs & Finance Leaders
Managing a fundraise, supporting an M&A process, or maintaining investor relationships post-close. We work alongside your team without adding headcount.
PE, VC & Family Office Investors
Doing diligence on a target, supporting a portfolio company's next raise, or preparing a sell-side process. We know what buyers and investors want to see.
Cross-Border Businesses
Expanding internationally or applying for a business visa. We build immigration-compliant plans and cross-border expansion strategies that hold up to scrutiny.
What We Deliver
Seven Services. One Transaction Advisory Team.
Pitch Decks, Business Plans & CIMs
Investor pitch decks, comprehensive business plans, and confidential information memorandums for fundraising and M&A sell-side processes.
- Investor pitch decks
- Full business plans
- Sell-side CIMs
- Executive summaries
Transaction Financial Models
Deal-stage financial models built to hold up under scrutiny: 3-statement models, LBO models, DCF valuations, and merger models.
- 3-statement models
- LBO & DCF models
- Merger & acquisition models
- Sensitivity & scenario analysis
Valuation & Quality of Earnings
Business valuations and QoE reports for M&A and exit planning: EBITDA normalization, working capital analysis, and transaction support.
- Business valuation
- QoE analysis
- EBITDA normalization
- Working capital peg
AI Audit
We audit AI and automation in businesses being bought or sold: verifying cost savings, assessing real ROI, identifying risk, and sizing opportunity.
- AI stack audit
- Cost savings verification
- Automation ROI analysis
- Risk & opportunity assessment
Investor Relations & M&A Support
Ongoing IR support and M&A deal coordination: investor updates, board packs, data room setup, cap table management, and process support.
- Quarterly investor updates
- Board pack preparation
- Data room management
- Cap table maintenance
Growth Strategy Consulting
Revenue growth playbooks, market entry analysis, and unit economics optimization for businesses preparing to scale or transact.
- Revenue growth playbooks
- Market entry strategy
- Unit economics analysis
- Competitive positioning
Immigration & Expansion Plans
Business plans for visa applications and international expansion: UK Innovator Founder, Startup, US EB-5, and multi-jurisdiction expansion strategies.
- Innovator Founder visa plans
- Startup visa plans
- EB-5 & US immigration plans
- Cross-border expansion strategy
Transaction Experience, Not Generic Consulting
We work on deals regularly: fundraising rounds, sell-side M&A, and cross-border expansions. Our team understands what investors, acquirers, and advisors actually scrutinize.
Finance-First Thinking
Every deliverable is grounded in real numbers. Pitch decks are built on the same model as the QoE. Strategy recommendations tie to unit economics. Nothing gets polished before it gets validated.
Global Reach
We've supported transactions and expansions across the US, UK, MENA, and Asia-Pacific. Cross-border complexity is not a blocker for us.
Integrated with Execution
Transaction advisory from DNA Growth connects to FP&A, accounting, and offshore staffing. Once the deal closes, we can support implementation without starting from scratch.
Popular Packages
Pre-Scoped Engagements for Common Transaction Milestones
Fundraise Ready
Everything you need for a Series A or B raise
What You Get
- Investor Pitch Deck
- 3-Statement Financial Model
- Investor Narrative & Positioning
- Scenario & Sensitivity Analysis
Use Case
Founders raising $2M or more from institutional investors
Sell-Side M&A Package
Complete sell-side documentation for a business sale
What You Get
- Confidential Information Memorandum
- Financial Model & Projections
- QoE / EBITDA Normalization
- Data Room Setup & Management
Use Case
Business owners preparing for acquisition
Diligence Support
Buy-side diligence without adding internal headcount
What You Get
- Financial Diligence Review
- AI & Automation Audit
- QoE Analysis
- Valuation Model
Use Case
PE funds and acquirers evaluating a target
Cross-Border Expansion
Business plans for visas and international entry
What You Get
- Immigration-Compliant Business Plan
- Financial Projections
- Market Entry Strategy
- Multi-Jurisdiction Compliance Review
Use Case
Entrepreneurs applying for Innovator, Startup, or EB-5 visas
Ready to Work on Your Deal?
Talk to our transaction advisory team. We'll be direct about what you need and what it takes.