MGI | Financial Consulting


		Financial Consulting
		Strategic Consulting
		Decision Support Tools

Financial Consulting

Founded in 2005, MergeGlobal’s financial consulting practice combines financial expertise with deep industry knowledge to significantly improve shareholder value for clients in the Global Transportation and Logistics industries.

We and our clients recognize that:

Shareholder value is created not only in the transaction process but
in the planning process leading up to a decision to buy or sell a business.
Valuation requires more than the application of mathematical formulas.
Qualitative analysis, judgment, experience, and industry knowledge are crucial.
Original thinking and a willingness to question conventional wisdom are
scarce resources which open unusual opportunities.

Specific areas of expertise:

Sell side M&A (divestitures, private and public company sale)
Buy side M&A
Mergers, joint ventures, and other business combinations
Financial restructuring, distressed debt and M&A situations
Fairness opinions
Business valuation
Board of directors advisory (strategic business review, including both M&A
and non-M&A strategic initiatives)

Contacts:

Jim Westphal
John Moses
+1 703.276.9100

Unique Approach to Financial Consulting

What MergeGlobal doesn’t do:

We do not simply spout long held conventional wisdom about industry
trends.
We do not make long term judgments based on short term market
fluctuations or one-off events.
We do not accept the notion that a financial advisor should relegate its
thinking to valuation and structuring issues.
We do not try to simplify processes so that they can be staffed by junior
professionals with limited judgment.
We do not tag along on due diligence with the expectation that the best we
can do is offer a supplemental question or insight.

What MergeGlobal does:

We are an ideas-oriented organization, driven by cutting edge research and
diverse approaches. We recognize that the half-life of any true value
creating initiative is short. We endeavor to identify strategic trends

before they are recognized as trends.
We provide disciplined analysis to evaluate the underlying trends and
factors driving valuation and financial performance. We are not afraid to

refute conventional thinking or to suggest that the "market is wrong."
We endeavor to know more about industry economics, strategic trends, and
market development than our clients. We have unique insight into the

transportation and logistics sectors and believe it is our duty to

challenge our clients.
We staff our projects with mature professionals, who can appreciate the
nuances and complexities each transaction offers. We believe in high
quality execution, not simplifying the execution process.
We expect our clients to learn from us in the due diligence process.