M&A and Debt Raise Support

ISTA assists with mergers, acquisitions, and raising debt by advising on transaction planning, valuation, and negotiations, and by coordinating with legal and financial teams. We structure deals to match long-term goals, oversee due diligence to spot and reduce risks, and prepare financing plans and materials for lenders or investors. Throughout the process we provide advice to improve outcomes, manage timelines, and ensure integration and funding support continued growth.

  • We provide financial advisory and valuation for businesses preparing mergers, acquisitions, purchases, or sales of equity and service lines. Services include intrinsic valuation, comparable company analysis, and support for:

    • Pre-transaction cleanup and readiness

    • Valuation for M&A pricing and negotiations

    • Financial reporting and compliance prep

    • Capital-raising assessment and buyer/seller due diligence

    • Strategic analysis to guide transaction decisions

    We identify and fix financial, operational, and reporting issues pre-deal to increase deal certainty, maximize value, and reduce post-deal adjustments.

  • ISTA Consulting supports finance during M&A to keep operations steady and clear. We partner with corporate development, private equity, and buyers/sellers to turn deal plans into actionable finance work.

    Our services:

    • Build and check financial models to estimate synergies and post-deal performance.

    • Run accretion/dilution tests to show effects on EPS and investor value.

    • Design and stress-test financing options to balance cost, leverage, and covenants.

    • Plan post‑merger finance integration: cash management, unified reporting, and short‑term controls to protect value.

    • Perform scenario and sensitivity analyses to justify deals and aid negotiations.

    We integrate with your team to provide timely, deal-focused finance analysis and execution that lower risk and ease integration or separation.

  • ISTA serves as a strategic financial operations partner in debt raises by preparing lenders and investors with clean, audit-ready financials, defending audit findings through thorough documentation and reconciliations, and streamlining underwriting packages before submission to maximize credit terms and speed approval. We centralize financial controls and reporting to ensure consistency and transparency, resolve discrepancies proactively to minimize lender questions, and present underwritten projections and covenant compliance clearly to reduce perceived risk. By optimizing the underwriting process — standardizing templates, stress-testing assumptions, and coordinating seamless communication between management, auditors, and financing parties — ISTA shortens diligence timelines, strengthens borrower credibility, and improves the likelihood of favorable debt pricing and covenants.

Areas of Service

Startups and Growth Companies

We serve businesses seeking to raise capital (equity or debt) benefit immensely from capital raising models that articulate growth projections, funding needs, and potential investor returns to attract and secure investment.

Private Equity Firms

We serve clients who leverage financial modeling extensively for evaluating and executing complex transactions such as Mergers & Acquisitions (M&A), Leveraged Buyouts (LBOs), and for portfolio company valuation and monitoring.

Project Developers & Infrastructure Investors:

We serve companies involved in large-scale capital-intensive projects micro and macro, particularly in infrastructure or energy, rely on specialized project finance models to secure funding and assess long-term viability and returns.