AI-Enabled Services
Transaction advisory for the modern deal team. Our practitioners leverage cutting-edge tools, deep industry expertise, & expansive network of practitioners to accelerate due diligence, enhance valuations, & unlock insights for smarter dealmaking.
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AI-Enabled Services
Transaction advisory for the modern deal team. Our practitioners leverage cutting-edge tools, deep industry expertise, & expansive network of practitioners to accelerate due diligence, enhance valuations, & unlock insights for smarter dealmaking.
Let's Connect
AI-Enabled Services
Transaction advisory for the modern deal team. Our practitioners leverage cutting-edge tools, deep industry expertise, & expansive network of practitioners to accelerate due diligence, enhance valuations, & unlock insights for smarter dealmaking.
Let's Connect
AI-Enabled Services
Transaction advisory for the modern deal team. Our practitioners leverage cutting-edge tools, deep industry expertise, & expansive network of practitioners to accelerate due diligence, enhance valuations, & unlock insights for smarter dealmaking.
Let's Connect
Deal Teams Overwhelmed?
Deal Teams Overwhelmed?
Deal Teams Overwhelmed?
Deal Teams Overwhelmed?
Outsourcing without compromise.
Avoid the pitfalls of traditional overseas outsourcing firms — time zone differences, communication breakdowns, unpredictability, & lack of collaboration. Socratics professional services offer cost-effective solutions without sacrificing quality or efficiency.
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Our Capabilities
Everything you need to run deal execution effectively
Financial Modeling
Robust financial models to forecast future performance & assess deal value.
Financial Modeling
Robust financial models to forecast future performance & assess deal value.
Financial Modeling
Robust financial models to forecast future performance & assess deal value.
Financial Modeling
Robust financial models to forecast future performance & assess deal value.
Financial Due Diligence
Comprehensive understanding of a target company's health & quality of earnings.
Financial Due Diligence
Comprehensive understanding of a target company's health & quality of earnings.
Financial Due Diligence
Comprehensive understanding of a target company's health & quality of earnings.
Financial Due Diligence
Comprehensive understanding of a target company's health & quality of earnings.
Pitch Decks & Creative
Showcase the opportunity with impactful slides & captivating marketing materials.
Pitch Decks & Creative
Showcase the opportunity with impactful slides & captivating marketing materials.
Pitch Decks & Creative
Showcase the opportunity with impactful slides & captivating marketing materials.
Pitch Decks & Creative
Showcase the opportunity with impactful slides & captivating marketing materials.
CIM/OM & Research
Confidential Information Memoranda (CIMs) backed by market research.
CIM/OM & Research
Confidential Information Memoranda (CIMs) backed by market research.
CIM/OM & Research
Confidential Information Memoranda (CIMs) backed by market research.
CIM/OM & Research
Confidential Information Memoranda (CIMs) backed by market research.
Benefits
Our tech-powered approach accelerates due diligence,
minimizes risk, & maximizes deal value.
Trust & Alignment
We collaborate closely with you throughout the transaction lifecycle to achieve your objectives.
Trust & Alignment
We collaborate closely with you throughout the transaction lifecycle to achieve your objectives.
Trust & Alignment
We collaborate closely with you throughout the transaction lifecycle to achieve your objectives.
Trust & Alignment
We collaborate closely with you throughout the transaction lifecycle to achieve your objectives.
Deliverable-Based Pricing
Our technology platform provides cost efficiencies, ensuring transparent & competitive pricing.
Deliverable-Based Pricing
Our technology platform provides cost efficiencies, ensuring transparent & competitive pricing.
Deliverable-Based Pricing
Our technology platform provides cost efficiencies, ensuring transparent & competitive pricing.
Deliverable-Based Pricing
Our technology platform provides cost efficiencies, ensuring transparent & competitive pricing.
Bulge-Bracket Quality
Our core team has experience with large American companies to ensure consistent, high-quality results.
Bulge-Bracket Quality
Our core team has experience with large American companies to ensure consistent, high-quality results.
Bulge-Bracket Quality
Our core team has experience with large American companies to ensure consistent, high-quality results.
Bulge-Bracket Quality
Our core team has experience with large American companies to ensure consistent, high-quality results.
Meet Your Deadlines
We understand the need for rapid turnarounds & will work with you to meet your expectations & deadlines.
Meet Your Deadlines
We understand the need for rapid turnarounds & will work with you to meet your expectations & deadlines.
Meet Your Deadlines
We understand the need for rapid turnarounds & will work with you to meet your expectations & deadlines.
Meet Your Deadlines
We understand the need for rapid turnarounds & will work with you to meet your expectations & deadlines.
Team has 100+ years in M&A, Private Equity, Capital Markets, & Research
Team has 100+ years in M&A, Private Equity, Capital Markets, & Research
Team has 100+ years in M&A, Private Equity, Capital Markets, & Research
Team has 100+ years in M&A, Private Equity, Capital Markets, & Research
$7B+
of M&A
$7B+
of M&A
$7B+
of M&A
$7B+
of M&A
$400M+
of Private Equity
$400M+
of Private Equity
$400M+
of Private Equity
$400M+
of Private Equity
$3B+
of Debt Capital
$3B+
of Debt Capital
$3B+
of Debt Capital
$3B+
of Debt Capital
$70M+
of Venture Capital
$70M+
of Venture Capital
$70M+
of Venture Capital
$70M+
of Venture Capital
Americas-Based Financial Services Experts
Transaction services teams based in US time zones
US-based client management
US-based client management
US-based client management
17 partner firms across US/LATAM
17 partner firms across US/LATAM
17 partner firms across US/LATAM
Financial Modeling, Quality of Earnings, Financial Due Diligence & Research
Financial Modeling, Quality of Earnings, Financial Due Diligence & Research
Financial Modeling, Quality of Earnings, Financial Due Diligence & Research
Rigorous quality assessment based on with US financial & accounting standards
Rigorous quality assessment based on with US financial & accounting standards
Rigorous quality assessment based on with US financial & accounting standards
Competitively priced and closer to home than India or the Philippines
Competitively priced and closer to home than India or the Philippines
Competitively priced and closer to home than India or the Philippines
Let’s team up.
We’re a collaborative bunch. Let’s discuss how we can help massively boost your team’s productivity.
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What are you waiting for?
