Corporate Finance & M&A Advisory
Cavari Corporate Finance partners with founders, growth-stage companies, investors, and family offices to lead, structure, and execute high-impact transactions. Our difference lies in the integration of proprietary AI tools, rigorous financial thinking, and product-grade precision to deliver smarter, faster, and more strategic outcomes.
We operate across the full M&A lifecycle, from market positioning and buyer engagement to deal structuring and close, while also offering a range of advisory services that support capital strategy, readiness, and post-deal integration.
Sell-Side M&A Advisory
Maximising value, protecting intent, and driving strategic outcomes.
Cavari’s sell-side advisory services are designed to help founders and shareholders unlock the full value of their business while navigating the complexity of exit transactions with confidence. We lead the process end-to-end, aligning execution with strategic objectives, shareholder expectations, and optimal market timing.
Key Capabilities:
- Exit strategy development: Structuring the right path to exit, including full sale, partial divestment, or recapitalisation.
- Investor and buyer readiness: Preparing the business with AI-enhanced financials, forecasting, and due diligence materials.
- Narrative and positioning: Crafting a compelling equity story aligned with market appetite and buyer theses.
- Targeted buyer outreach: Identifying, qualifying, and engaging strategic buyers, PE firms, and institutional investors.
- Deal structuring and negotiation: Leading term sheet development, valuation positioning, and negotiation strategy.
- End-to-end process management: Coordinating advisors, managing due diligence, and executing through to close.
Who We Serve:
- Founder-led and growth-stage companies preparing for exit
- Private businesses exploring strategic sale or succession
- Venture-backed businesses preparing for acquisition or secondary
Buy-Side M&A Advisory
Driving strategic growth through intelligent acquisition.
We support acquisitive companies, investors, and family offices in identifying, evaluating, and executing high-value acquisition opportunities. Whether it’s a single transaction or a structured roll-up strategy, Cavari brings disciplined execution, data-led insight, and market intelligence to every buy-side mandate.
Key Capabilities:
- Acquisition strategy and mandate scoping: Defining acquisition goals, filters, synergies, and strategic rationale.
- Target identification and outreach: AI-enabled sourcing and qualification of off-market and on-market targets.
- Valuation, modelling, and scenario analysis: Advanced financial modelling to test deal logic, accretion/dilution, and funding options.
- Due diligence leadership: Managing commercial, financial, and operational diligence processes.
- Deal structuring and execution: Negotiating terms, aligning stakeholder interests, and managing to completion.
Who We Serve:
- Mid-market companies pursuing inorganic growth
- PE firms and family offices with active buy-side mandates
- Strategic buyers targeting expansion, diversification, or capability acquisition
Transaction Support Services
Transactions & Capital Events
Whether you’re raising capital, preparing for exit, or acquiring a business, Cavari provides end-to-end transaction support. Our services span valuations, due diligence, M&A, and investment readiness, backed by data-driven precision.
Strategic Financial Advisory
At Cavari, we partner with boards, founders, and investors to unlock strategic value through intelligent financial advisory. We combine deep corporate finance expertise with advanced AI tools to deliver clarity, capital efficiency, and lasting impact.
Financial Modelling & Forecasting
We build sophisticated, AI-enhanced models that give leadership teams the foresight to plan, adapt, and thrive. From three-way forecasting to scenario analysis, our modelling drives confident decisions.
Corporate Structuring & Governance
We advise on optimal legal and capital structures, regulatory compliance, and modern governance frameworks-ensuring your business is built for scale and aligned with investor expectations.
Capital Strategy & Investor Support
Cavari prepares you for capital raising with compelling financial narratives, clean data, and a strategic lens. We work across early-stage ventures, private equity, and institutional investors.
AI-Powered CFO Services
Our digital CFO offering blends strategic financial leadership with automation, live dashboards, and performance tracking-supporting CFOs, founders, and boards with actionable insight.
Turnaround & Special Situations
In moments of complexity, we deliver structured reviews, cash flow planning, and restructuring support. Our team partners with stakeholders to stabilise operations and preserve value.
Sector-Specific Finance Expertise
Cavari understands the nuances of high-growth and regulated sectors including tech, healthcare, real estate, and retail. We bring tailored insight and specialist tools to each engagement.
Precision, preparation, and performance across the transaction lifecycle.
Our transaction support services strengthen deal execution by embedding strategic clarity, financial rigour, and operational insight into every stage. We act as an extension of our client’s team, preparing the business, managing risk, and supporting internal and external stakeholders throughout the process.
Key Support Offerings:
- Vendor due diligence and readiness reviews
Pre-emptive assessment of financials, operations, and legal risk to de-risk the sale process. - Financial modelling and valuation analysis
Building robust models that support price setting, funding strategy, and negotiation confidence. - Information memorandum and deal materials
Creating world-class investor documentation with clear narratives and data-led support. - AI-powered market scanning and benchmarking
Leveraging proprietary tools to assess industry multiples, buyer behaviour, and deal comps. - Capital stack advisory
Structuring and optimising the right mix of debt, equity, and hybrid instruments. - Negotiation and decision support
Advising clients on term sheets, board alignment, investor communications, and stakeholder management.
Access Strategic Intelligence
The Future of Corporate Finance is AI-Enhanced
At Cavari, we don’t just deliver traditional corporate finance advisory we enhance it with intelligent systems and real-time analytics to drive sharper, faster, and more resilient decision-making.
Strategic Add-On Services
Cavari’s flexible model enables clients to tap into specialised, high-value services that accelerate outcomes and increase deal certainty. These add-ons can be delivered standalone or integrated into full mandates.
Add-On Capabilities Include:
- Capital raise advisory (Series A to growth equity)
- Post-merger integration planning
- Board and investor strategy support
- Product and IP valuation in technology transactions
- AI and automation opportunity assessments for investors
- Strategic growth planning and market entry advisory
Why Cavari
AI-Augmented Execution
Faster insight, deeper analysis, and scalable search capabilities embedded into every mandate.
Product-Informed Perspective
Deep understanding of software, platforms, and scalable business models built into our approach.
Founder-First Thinking
We understand what’s at stake and we work to maximise not just deal value, but strategic fit and legacy.
Institutional-Grade Process
Structured execution with the discipline, clarity, and quality of a top-tier investment bank without the bureaucracy.