Consulting that empowers informed decision-making, enhances operational efficiency, and catalyzes business transformation.
KSMC is a boutique advisory firm established by Big 4 alumni with an innovative mindset. We focus solely on three key areas: M&A Advisory Services, Management Consulting, and Outsourcing Solutions tailored to our clients’ needs.
Our service offerings
M&A Advisory Services
We specialize in providing financial due diligence services (quality of earnings) to a diverse clientele, including companies, private equity firms, individuals, and lenders.
Management Consulting Services
Our offerings are aimed at assisting clients in enhancing their performance and achieving their strategic financial objectives through improving profitability and optimizing working capital.
Outsourcing Services
We help unlock value for clients globally by generating high quality deliverables and insights, be it M&A deal related support or accounting outsourcing services.
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Select Transactions
Buy side financial due diligence for one of the largest renewable energy company in Puerto Rico on it’s contemplated acquisition of a solar energy based equipment manufacturer for US $18 million.
Buy side financial due diligence for a US based client in its acquisition of a building material distribution business in the US $4.3 million.
Post deal management consulting for a strategic client aimed towards optimizing cash flows and repayment of acquisition debt.
Buy side financial due diligence (QofE review) for a strategic Canada based client on its acquisition of a specialized cleaning services business.
Vendor due diligence services for a supply chain business based in North America generating US$160 million in revenue.
Limited scope due diligence on acquisition of a US based contractual placement company in the home
services space.
Buy side financial due diligence of an aerial mapping and imaging services business in US, contemplated to be acquired by an Indian Company for US$4 million.
Buy side financial due diligence of a SaaS (Software as a Service) business in the digital marketing space providing AI based CRM services.
Financial due diligence of a custom labeling company focused on the food, beverage and automotive industry in an acquisition valued at US$6.2 million.
Proof of cash for a franchise acquisition of a national corporate printing service operation in the US.
Financial due diligence of a SaaS business offering enterprise document management services to municipal and state level agencies, being acquired for US$4 million.
Buy side financial due diligence for one of the largest renewable energy company in Puerto Rico on it's contemplated acquisition of a solar energy based equipment manufacturer for US $18 million.
Buy side financial due diligence for a US based client in its acquisition of a building material distribution business in the US $4.3 million.
Post deal management consulting for a strategic client aimed towards optimizing cash flows and repayment of acquisition debt.
Buy side financial due diligence (QofE review) for a strategic Canada based client on its acquisition of a specialized cleaning services business.
Vendor due diligence services for a supply chain business based in North America generating US$160 million in revenue.
Limited scope due diligence on acquisition of a US based contractual placement company in the home services space.
Buy side financial due diligence of an aerial mapping and imaging services business in US, contemplated to be acquired by an Indian Company for US$4 million.
Buy side financial due diligence of a SaaS (Software as a Service) business in the digital marketing space providing AI based CRM services.
Financial due diligence of a custom labeling company focused on the food, beverage and automotive industry in an acquisition valued at US$6.2 million.
Proof of cash for a franchise acquisition of a national corporate printing service operation in the US.
Financial due diligence of a SaaS business offering enterprise document management services to municipal and state level agencies, being acquired for US$4 million.
Industries We Serve
Deep expertise across key sectors in M&A transactions within the lower mid-market
Manufacturing
Distribution
Commercial Services
Technology & SaaS
Retail
Construction Services
Professional Services
Health Care
Transportation
What our clients say
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Managing Partner - Boutique Advisory Firm
"We had the pleasure of working with Kapil on an M&A quality of earnings analysis, and we could not be more pleased with his work. Throughout the entire process, Kapil was extremely communicative and proactive, ensuring that all of our needs were met. He demonstrated a deep understanding of the task at hand and delivered an exceptional work product within the timeframe we requested.
Additionally, Kapil's insight into the financials was invaluable during the decision-making process. We highly recommend his expertise and dedication to anyone seeking a knowledgeable and reliable financial and accounting consultant."
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CEO - Strategic Buyer
"KSMC advised us throughout the deal landscape during our evaluation and provided quality deliverables, timely advice and realtime updates on key issues in the deal. - a strategic client"
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Roger Gonzales and Melissa Gonzales
"Kapil provided expert financial due diligence for our acquisition of Digital Brain Labs, specifically helping us navigate complex add-back verifications and contractor expense reporting. His work was incredibly thorough, and the level of clarity he provided during our findings walkthrough was the most valuable part of the experience, as it gave us the confidence needed to move forward. Kapil's professionalism and willingness to be flexible throughout the process made a complex transaction feel seamless, and we are already seriously considering his team for our future accounting and bookkeeping needs."
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Otis Closson, MBA
"I really appreciated the level of detail and thoroughness your team brought to the financial due diligence process. The analysis was approached from a true CFO-level perspective, which gave us a high degree of confidence in both the numbers and the underlying business performance. Your ability to identify key risks, validate assumptions, and clearly communicate findings in a timely manner was extremely valuable. Overall, it was a very professional and well-executed engagement, and I wouldn’t hesitate to work together again.
Thank you."Read more -
Bill Mcglade
“We engaged KSMC for buy-side financial due diligence on an acquisition of an executive coaching business. From the outset, Kapil and his team were proactive in managing the process. They followed up on data requests when the sell side was slow to respond and kept the engagement on track.
Given the target had no audited financials, the quality of earnings work was critical. KSMC reviewed historical performance, challenged the seller's proposed add-backs and identified additional adjustments that gave us a clear picture of true underlying earnings. They also completed a proof of cash, which gave us confidence that the reported numbers were supported by actual bank activity.
The adjusted earnings analysis fed directly into our working capital requirement and was an important input into the final purchase price adjustment. The work was thorough and well-organized. We would recommend KSMC to any buyer looking for rigorous financial due diligence support. We will be using KSMC for all of our acquisitions and we recommend.”Read more
Partner with KSMC for your next M&A transaction, management consulting (CFO advisory) needs, or outsourcing requirements, and experience the difference that expert guidance can make to your business success.