Transaction Advisory Services by Helios Global
In today’s competitive business environment, every major corporate transaction — whether an acquisition, divestiture, merger, capital raise, or strategic investment — demands careful planning, rigorous analysis, and expert execution. At Helios Global, our Transaction Advisory Services (TAS) are designed to help businesses navigate the entire transaction lifecycle with confidence, clarity, and optimal financial outcomes.
With extensive industry experience, deep analytical expertise, and a client-centric approach, we empower organisations to minimise risks, unlock value, and achieve strategic objectives across a variety of transactional scenarios. Our services are crafted to support decision-making at every stage — from initial evaluation to post-transaction integration — ensuring your business never misses an opportunity or overlooks a risk.
What are Transaction Advisory Services?
Transaction Advisory Services (TAS) refer to a comprehensive suite of specialized professional services designed to help businesses plan, evaluate, structure, negotiate, and successfully execute strategic transactions. These services aim to ensure that every decision is backed by accurate financial insights, rigorous due diligence, and a deep understanding of market dynamics.
TAS supports organizations in identifying the right opportunities, mitigating risks, maximizing value creation, and ensuring seamless post-transaction integration. Whether a business is entering a merger, acquisition, divestment, restructuring, investment, or partnership, Transaction Advisory Services provide the analytical foundation, strategic direction, and execution support required for informed and confident decision-making.
- Provide decision-grade insights through detailed analysis
- Identify risks and opportunities before they materialise
- Enhance negotiating power with reliable valuations and modelling
- Secure transaction outcomes that align with financial and strategic goals
At Helios Global, we guide clients through complex deals — including mergers and acquisitions (M&A), corporate divestitures, joint ventures, capital raising, and strategic partnerships. Our goal is to ensure every financial and operational aspect of the transaction is validated and that value is preserved or enhanced at every step.
Why Transaction Advisory Matters
Corporate transactions can reshape the trajectory of a business — but they also carry inherent risks. Without adequate evaluation and expert guidance, companies are vulnerable to financial misjudgments, regulatory penalties, integration challenges, and poorly structured deals. This is where Transaction Advisory Services (TAS) become indispensable. Expert advisory ensures that every aspect of a deal is thoroughly assessed — including financial health, operational efficiency, compliance status, tax implications, market factors, and synergy potential. A professional advisory team identifies red flags early, validates assumptions, analyses data objectively, and guides decision-makers through complex deal structures.
Transaction advisory also brings clarity and structure to negotiations. Businesses benefit from accurate valuations, robust due diligence, and well-designed deal terms that protect their interests. It helps organisations avoid emotional decision-making and ensures deals are backed by verified data, strong analysis, and realistic projections.
Here’s why TAS is critical:
Informed Decision-Making
Comprehensive due diligence and financial analysis ensure that your decision to buy, sell, merge, or restructure is based on robust facts and market insights — not assumptions.
Risk Identification & Mitigation
Transactions can expose hidden liabilities, operational inefficiencies, tax burdens, and compliance gaps. TAS identifies these risks early and helps you devise strategies to mitigate them before they become costly issues.
Enhanced Negotiation Position
Accurate valuations, scenario modelling, and tax-efficient structuring give clients a stronger negotiating position — whether you’re acquiring a target, divesting a business unit, or raising capital.
Seamless Integration
Effective post-transaction planning — from operations to finance — accelerates value capture and ensures the success of newly combined or restructured entities.
Strategic Alignment
Every transaction must align with broader business goals such as growth, market expansion, digital transformation, or portfolio diversification. TAS provides this strategic alignment with measurable outcomes.
Our Core Transaction Advisory Services
Helios Global’s Transaction Advisory Services are comprehensive, structured, and tailored to the dynamics of each unique deal. Helios Global’s Transaction Advisory Services are designed to deliver absolute clarity, confidence, and strategic direction across every stage of a corporate transaction. Whether your organisation is evaluating an acquisition, preparing for a divestment, restructuring operations, raising capital, or entering a new market, our services ensure that every step is supported by rigorous analysis and expert guidance. We understand that every deal is different — driven by unique objectives, industry conditions, and financial realities — which is why our approach is always customised, data-driven, and strategically aligned with your long-term goals.
Our core offerings are not isolated activities but interconnected processes that collectively enhance decision-making, reduce risk, and maximise transaction value. Each service integrates seamlessly with the next, ensuring a smooth flow of information and a holistic understanding of the transaction ecosystem. From early-stage opportunity assessment to post-transaction value creation, we deliver support that covers financial, operational, strategic, legal, and tax-related dimensions.
The main service offerings include:
1. Due Diligence — Uncovering Truth Behind the Numbers
Due diligence is the foundation of every successful transaction. It involves a meticulous examination of the target business’s financials, operations, legal standing, and strategic position. Helios Global conducts multi-dimensional due diligence that covers:
Financial Due Diligence
We rigorously analyse financial statements, cash flows, revenue streams, working capital, debt structures, contingent liabilities, and internal accounting processes. This ensures the financial integrity of a transaction and highlights hidden risks or opportunities before valuation or negotiation.
Operational Due Diligence
Understanding day-to-day operations — like production capability, supply chain resilience, cost structure, and operational bottlenecks — provides insight into synergies and integration costs post-transaction.
Strategic and Market Due Diligence
We assess the target’s industry positioning, competitive landscape, growth potential, and market risks to determine whether the strategic rationale aligns with long-term corporate objectives.
Legal and Compliance Due Diligence
By examining contracts, regulatory standing, compliance history, licenses, litigation risks, and intellectual property rights, we ensure that legal and regulatory exposures are fully quantified.
Due diligence ultimately provides clients with a clear and complete view of potential deal risks, valuations, and return drivers before any major financial commitment is made.
2. Valuation Services — Determining Fair Value
Accurate valuation is crucial for determining the price at which a transaction should occur. Our valuation experts use industry-accepted methodologies — including discounted cash flow (DCF), comparable company analysis, precedent transactions, and asset-based approaches — to determine:
- Business enterprise value
- Equity value
- Asset value
- Intangible asset value (like IP, brands, customer portfolios)
These precise valuation insights not only support negotiation strategy but also contribute to fairness opinions, regulatory compliance, and investor reporting.
3. Deal Structuring — Designing Optimal Transaction Frameworks
The way a transaction is structured has a significant impact on:
- Tax liabilities
- Cash flow outcomes
- Regulatory compliance
- Stakeholder value
- Risk distribution
Our specialists work closely with you to design deal structures that improve financial flexibility, maximise tax efficiency, and enhance overall deal value. We consider all options — e.g., asset deal vs share deal, earn-outs, deferred payments, escrow arrangements — to structure deals that best meet strategic objectives.
4. Transaction Tax Advisory —MinimisingTax Burden
Tax implications are one of the most complex aspects of any transaction. Taxes can arise at multiple stages: pre-deal planning, during transaction execution, and post-deal integration.
Helios Global’s tax advisory professionals help optimise tax efficiency through:
- Strategic tax planning and analysis
- Transfer pricing considerations
- Cross-border tax implications
- Capital gains structuring
- Compliance with tax regulations and treaties
Our focus is on maximising after-tax returns while ensuring full compliance with statutory norms.
5. Financial Modelling — Scenario Planning and Forecasting
Effective financial modelling is essential for understanding the future impact of different deal structures. Our advanced modelling capabilities help clients:
- Project future cash flows
- Conduct sensitivity and scenario analysis
- Evaluate return on investment (ROI)
- Analyse best-case and worst-case financial outcomes
These data-driven models provide clarity on the financial feasibility of transactions and support smarter negotiations and investment decisions.
6. Post-Transaction Integration —Realising Synergies
Achieving the strategic benefits of a transaction requires careful execution after the deal closes. We assist clients in post-transaction integration by:
- Aligning business processes and IT systems
- Harmonising financial reporting and controls
- Integrating teams and operations
- Identifying and capturing synergies
- Monitoring performance against value creation targets
This integration support ensures that the anticipated value from a deal is fully realised and sustained.
Why Choose Helios Global for Transaction Advisory?
Helios Global stands out as a leading advisor in transaction services because of our ability to combine financial expertise, deep industry understanding, and strategic foresight into every engagement. Our commitment is not limited to completing a transaction — it is centred on delivering actionable insights, tailored strategies, and measurable value that strengthen your organisation’s long-term vision. Whether you are navigating a complex acquisition, preparing for an investment round, or evaluating a strategic partnership, Helios Global ensures clarity, confidence, and excellence at every step.
✔ Highly Skilled and Experienced Professionals
Our transaction advisory team comprises seasoned experts with deep experience in finance, tax, valuation, strategy, and operational advisory across multiple industries. Their analytical precision and corporate transaction experience ensure that every deal is supported by rigorous evaluation and thorough judgement — not guesswork.
✔ Client-Centric, Tailored Advisory
We recognize that every transaction, and every business, is unique. Rather than applying generic frameworks, we customize our services based on your specific goals, industry dynamics, and risk tolerance — ensuring that our advisory directly supports your strategic vision.
✔ Proven Track Record
Helios Global has been part of numerous successful transactions, helping clients across sectors complete deals with confidence. Our track record of satisfied clients and successfully closed deals is testimony to our practical expertise and dedication.
✔ Global Reach and Local Insight
Whether you are operating domestically or expanding internationally, our global network and cross-border transaction expertise enable seamless service delivery across regions. We combine global best practices with local market insight to ensure compliance, strategic value, and operational relevance in every jurisdiction.
✔ Confidentiality and Professionalism
Transactions often involve highly sensitive information — financial data, strategy documents, operational plans, and bidder negotiations. We adhere to strict confidentiality standards and uphold the highest levels of discretion and professional ethics throughout the engagement.