Regional & Boutique Advisory Firms
Scalable support for lean teams running multiple simultaneous mandates; consistent delivery capacity without hiring. QA-ready workbooks that meet institutional review standards.
Who We Work With
Client Types & Use Cases
QDP works with a range of transaction advisory professionals across firm types and deal sizes. Our services are structured to deliver value in each of the following contexts.
Independent QoE Practitioners
Full-service data and workbook support allowing senior practitioners to focus on findings, client communication, and engagement management rather than file-level mechanics.
Private Equity & Financial Sponsors
Buy-side QoE support, data analytics on target companies, and NWC/DDL schedule preparation for portfolio acquisitions and platform add-ons.
Use Cases
Representative Engagement Scenarios
Compressed Timeline QoE
A regional advisory firm is retained on a sell-side QoE with a 10-business-day first-draft deadline. The target company provides QuickBooks data and a folder of CSV exports. QDP handles full GL extraction, account mapping, revenue normalization schedules, and databook population, allowing the engagement team to focus on findings and client communication.
Multi-Workstream Buy-Side Support
A financial sponsor's deal team requires QoE, NWC peg analysis, and customer cohort analytics simultaneously for a platform acquisition. QDP staffs a dedicated project team, delivers parallel workstreams, and provides a consolidated file package with full cross-workstream tie-outs.
Recurring Overflow Capacity
A local accounting firm's transaction advisory practice retains QDP on a recurring basis to provide analyst-level support during peak deal activity. QDP operates against the firm's existing templates and quality standards, delivering seamlessly into existing review workflows.