“Top 10 Mergers & Acquisitions Firms”
Awarded by Financial Services Review Magazine


"Top 8 Deals of 2023"

Axial Advisor Industry Award




Groce, Rose & Moore, LLC

 

INTERNATIONAL MERGERS, ACQUISITIONS, CONSOLIDATIONS, BUSINESS VALUATIONS,

FINANCIAL & STRATEGIC SERVICES

 David Kopplin

 Groce, Rose & Moore, LLC

 Managing Director, Corporate Finance and Strategy

 918.740.6667

 davidkopplin@grocerosemoore.com

FINANCIAL & STRATEGIC SERVICES:

GRM provides a variety of corporate finance consulting services.  We offer quality financial analysis, detailed business assessment, project evaluation, finance and acquisition services, all on a “project-to-project” basis, or when desired, as long-term assignments to meet critical resource demands.  GRM also assists clients in their budgeting and forecasting processes, and proforma models to assist in preparation of long-term strategic planning.

Our goal is to identify critical areas affecting business performance and profitability, and establish effective performance measurements.

To briefly summarize, our consulting services include the following areas:

Financial Analysis - Prepare financial analysis to identify the financial strength of a business as well as the feasibility of employing special projects and capital improvements. Identification of financial components that create value and affect profitability targets.  Prepare plan of action to improve performance measurements based on financial analysis.

Budgeting and Forecasting - Assist in preparation of annual operating and capital budgets and develop cash flow forecasting. Assist with developing capital costs and prepare cost-benefit analysis for new financial requests.  Develop unit pricing models and develop gross margins and EBITDA targets.  Consolidate pro forma operating results into long-range business models to assist with strategic planning.

Corporate Debt and Project Financing - Explore alternative financing methods of capital projects and assist with placement of corporate debt transactions.  Review and prepare debt prospectus, project agreements, and other contracts.

Acquisition and Valuation Analysis - Identify buy-side and sell-side acquisition candidates and assist in the due diligence process.  Prepare valuation analysis and identify key business risks.  Provide synergy consultation to maximize merger value creation.

Business Assessment - Assess market conditions, industry profiles and business opportunities for new business development efforts.

Due Diligence Preparation - Assist in due diligence process and preparation of documents for possible acquisition activities.

We would be happy to discuss a flexible consulting proposal to support the completion of your critical projects.


 

David Kopplin brings valuable experience, expertise and credibility to every project.  His focused, results-oriented approach has led to successful and profitable solutions for businesses across the U.S. and internationally.

  • Experienced in the areas of corporate finance, capital financing and debt placement, investment banking, project management, financial planning and analysis, and treasury management.
  • Diverse industry experience in domestic and international power and energy generation, as well as industry experience in investment banking, merchant financing, financial services, and professional consulting services.
  • Developed complex pro forma financial models and economic analysis tools identifying key “value drivers” and investment risk criteria.
  • Participated in billions of dollars of corporate securities transactions including private placement, public debt, construction and term loans, loan syndications, and M&A transactions.
  • Provided Management with recommendations on implementing capital improvements and quantified the prospective economic viability of such programs.
  • Developed consolidated long-range business models used for marginal pricing and tax analysis.
  • Experienced with over 50 domestic and international projects, partnerships and acquisitions.
  • Provided management with application tools and procedures to streamline budget reconciliation, cost containment, and cost allocation methods.
  • Published and co-authored an article regarding compliance to tax regulations of tax-exempt financings in American City and County.