#dealstructuring

M&A success lies in mastering the details.

From due diligence and valuation methods to deal financing structures and post-acquisition accounting, every step shapes the outcome of a transaction.

At Magistral, we bring precision, structure, and strategic insight to ensure deals are executed seamlessly — maximizing value while mitigating risks.

At NAAS, our Financial and Accounting Due Diligence services are designed to give investors, lenders, corporates, and advisors a clear and accurate view of a target company’s financial health. We go beyond the surface to uncover key value drivers, identify critical risks, and ensure you enter every transaction with confidence.

Why Our Due Diligence Matters

Focused on Deal-Breakers – We present the real picture of the target, covering quality of earnings, proof of cash, working capital needs, and growth opportunities.

Challenging Seller Inputs – Our experts critically analyze provided materials, verifying data through sample testing and close coordination with sellers.

Actionable Recommendations – Based on our conclusions, we help you anticipate risks, evaluate opportunities, and make informed deal decisions.

Seamless Communication – Regular progress reports keep you updated on key findings and ongoing deal considerations.

Our Approach

Through industry-specific methodologies, we help clients:

Assess earnings quality and cash flow sustainability.

Evaluate the balance sheet, net assets, and working capital patterns.

Identify efficiency improvements and manage post-closing adjustments.

Test the impact of key assumptions on financial forecasts.

Address accounting and reporting risks in negotiations.

Plan post-transaction purchase accounting and valuation requirements.

Why Choose NAAS for Due Diligence?

Proven Expertise – 15+ years in business due diligence, backed by Big 4 experience (PwC, EY, Deloitte).

Highly Qualified Team – 10 MBA graduates, including 5 CFAs, with deep industry knowledge.

Tailored Solutions – Customized strategies aligned with your sector and geography.

Efficiency & Technology – Modern project management tools for on-time delivery.

M&A Support – End-to-end deal coordination, including negotiation and digital solutions.

In an increasingly complex deal-making environment, making the right decisions at the right time is critical. Taamul Credit Review Service stands as a trusted partner, offering end-to-end Transaction Advisory Services that help businesses navigate deals with precision, confidence, and speed.

End-to-End Deal Support Under One Roof

At Taamul, we function as a one-stop advisory firm, guiding clients through the entire lifecycle of a transaction — from planning to post-deal integration. With a blend of deep industry knowledge and transactional experience, we empower decision-makers to move efficiently toward closure.

Our core Transaction Advisory offerings include:

Fairness & Solvency Opinions

Financial and Operational Due Diligence

Tax Structuring & Optimization

Carve-Out Financials & Acquisition Modeling

Post-deal Integration Planning

This comprehensive suite of services ensures that every transaction is supported by strategic insight, regulatory alignment, and forward-looking financial planning.

Goal-Oriented, Risk-Aware Advisory

At the heart of our Transaction Advisory Services is a clear mission: to help clients achieve their business goals while navigating risks and constraints effectively.

We align advisory outcomes with your strategic objectives

We identify and minimize financial, legal, and operational risks

We provide custom recommendations tailored to each deal’s structure, complexity, and sector

We offer hands-on support across every stage of the transaction

Whether it's a merger, divestiture, carve-out, or strategic investment, our professionals deliver actionable insights that enhance deal value and execution certainty.

Why Choose Taamul?

 Multidisciplinary Expertise (Valuation, M&A, Restructuring, Tax)

 Industry-Aware and Agile Execution

Seamless Pre & Post-Deal Services

Uncompromising Professionalism and Confidentiality

Introduction:

Deal structuring is a crucial aspect of commercial loan brokerage, enabling brokers to design transactions that align with the needs and objectives of both borrowers and lenders. Effective deal structuring requires a deep understanding of financial principles, risk management, and negotiation techniques. By employing proven strategies and techniques, brokers can craft win-win deals that facilitate successful outcomes for all parties involved. Here are tips for successful deal structuring as a commercial loan broker. 1. Understand Client Objectives:

Begin by understanding the objectives, priorities, and constraints of your client. What are their financing needs? What are their long-term goals and risk tolerance? By gaining insight into your client's objectives, you can tailor the deal structure to meet their specific needs and preferences. 2. Analyze Financial Metrics:

Conduct a thorough analysis of the client's financial metrics, including cash flow, profitability, liquidity, and leverage. Assess the client's ability to service debt and generate sufficient returns on investment. Consider factors such as industry benchmarks, market conditions, and economic forecasts when evaluating financial metrics. 3. Mitigate Risk:

Identify potential risks associated with the deal and develop strategies to mitigate them effectively. This may involve structuring the loan with appropriate collateral, guarantees, covenants, or insurance provisions to protect the interests of the lender. Consider the borrower's creditworthiness, market risk, and operational risk when assessing risk factors. 4. Negotiate Terms and Conditions:

Negotiate loan terms and conditions that are favorable for both borrowers and lenders. Balance the interests of both parties by seeking win-win solutions that address key concerns and priorities. Be prepared to compromise and explore alternative options to reach mutually beneficial agreements. Focus on building rapport and trust with lenders to facilitate constructive negotiations. 5. Optimize Capital Structure:

Optimize the capital structure of the deal to maximize returns and minimize costs for the borrower. Consider factors such as interest rates, loan-to-value ratios, amortization schedules, and prepayment penalties when structuring the financing. Evaluate alternative financing options and sources of capital to determine the most cost-effective and flexible solution for the borrower. 6. Provide Value-Added Services:

Offer value-added services to enhance the attractiveness of the deal for both borrowers and lenders. This may include financial advisory services, strategic planning, market analysis, or introductions to potential investors or partners. By providing comprehensive support and guidance, brokers can differentiate themselves and add significant value to the deal. 7. Ensure Compliance and Documentation:

Ensure compliance with regulatory requirements and industry standards when structuring the deal. Prepare thorough and accurate documentation, including loan agreements, security documents, and disclosures, to formalize the terms of the deal. Work closely with legal counsel and other professionals to ensure that the deal is executed properly and in accordance with applicable laws and regulations.

Conclusion:

Successful deal structuring is a combination of art and science, requiring brokers to leverage their expertise, creativity, and negotiation skills to craft win-win solutions for borrowers and lenders. By understanding client objectives, analyzing financial metrics, mitigating risk, negotiating terms, optimizing capital structure, providing value-added services, and ensuring compliance, brokers can achieve successful outcomes and drive positive results in the competitive landscape of commercial loan brokerage.