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 AEC 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.