Services

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.

Data on a Touch Pad
 
 
Business Meeting
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.

 
Company Valuations

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.

A woman at the office overlooking the city skyline
 
Consultation on Tablet
Strategic Planning

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.

 
Post-Merger Integration

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.

Business Meeting

For more information about Financial & Strategic Advisory please contact Vishal Menon at vmenon@efcg.com