Financial & Strategic Consulting
Peer Benchmarking Analysis
Our signature offering is a “Peer Benchmarking Analysis”, or what we call a ‘financial MRI’ – it compares our clients to 20-40 peers across 150+ financial and business metrics, enabling EFCG and our clients to quickly identify the strengths and weaknesses of a firm and develop an action plan to address key opportunities. We conduct over a hundred of these analyses each year and they are included in every Valuation we complete for clients.
Internal Ownership Transitions
One of the biggest challenges for an employee-owned firm is navigating Internal Ownership Transitions (“IOT”) from a financial perspective. EFCG works with clients to create a clear plan and approach for Ownership Transitions, including capital flows modeling, valuations, and communication plans to support a seamless transition.
EFCG has been completing valuations for companies in the A/E/C Industry for the last 30 years and leverages its proprietary database, the Peer Benchmarking Analysis tool, and database of M&A transactions in order to assess the value of client companies.
EFCG’s head of Advisory, Rebecca Zofnass, was formerly at Bain & Co, one of the world’s most successful consulting firms, and spent the majority of her time working with CEOs and leadership teams to develop their strategic 5-year vision, cut costs, and improve businesses.
EFCG has a strong Post-Merger Integration practice, supporting both our buy and sell-side clients after a transaction. EFCG’s Post-Merger Integration services include setting up an Integration Team, developing timelines and milestones for key integration activities, identifying major obstacles to successful integration and designing communication plans and cascades.