Diligence & Consulting

Industry-leading expertise

Where attention to detail and experience is everything.

Financial due diligence is a critical step in mergers & acquisitions.

MidCap’s analysis goes beyond confirmatory diligence. Our team leverages years of industry experience to quickly focus on the most important areas to identify risks or potential challenges in a transaction, while minimizing the burden and disruption to a potential Seller. Our deliverables are tailored to meet the needs of a buyer’s M&A and legal team, as well as the operational and financial leaders post-closing.

Pre-LOI EBITDA Review

Pre-LOI Pro Forma EBITDA Review

Do you have a proprietary deal for an unrepresented agency with no financials? Let us help you execute today.

Valuation and Deal Structuring

Valuation & Deal Structuring

Decided to merge with the broker down the street but unsure what the first step is? We can start the conversation right.

Owner & Producer Compensation Plan Design

Producer Compensation Plan Design

Does your producer comp plan incentivize behavior that will drive value for your firm? Improve your growth now.