Acquisition and Merger Services

Experts believe 60 to 70 percent of all transactions do not achieve their upfront performance expectations due to ineffective transaction planning and implementation and post transaction business integration.  A transaction represents a significant event that requires careful management and significant time commitment to achieve expected benefits consistent with timeline expectations.  The first 100 days are the most critical to manage for a successful integration.

We work to help you derive the maximum benefit from a merger or acquisition transaction.  Our success is based on you accomplishing your transaction goals and objectives. Our job is to provide focus on the transaction while your staff manages their deal responsibilities and their normal day to day responsibilities.

We are highly experienced professionals with skills and experience in buying and selling closely-held businesses. We deliver effective upfront evaluation of the transaction’s technical, operational and financial risks and, if requested, will drive the entire process including post closing business integration.  We are also available to be responsible and accountable for any of the following transaction process steps:

• Information Research – identifying and gathering data on targets / buyers and their industries
• Transaction Strategy Development – including identifying potential synergies and opportunities
• Financial Modeling – creating financial models to analyze value potential
• Buyer Value Price Range Estimates – knowing what the value of the deal is to potential buyers
• Seller Value Price Estimates  – understanding what the business is worth to the seller
• Deal Financing Management – including accessing capital and financing alternatives
• Deal Negotiating And Structuring – including identifying the deal value drivers to derive the best terms and further supporting negotiations
• Deal Tax Planning – structuring so that taxes are reduced to enhance deal value
• Transaction Financial And Operational Due Diligence – validating value expectations and preparing for business integration
• Post Deal Operations Integration Planning – including identifying opportunities to simplify, streamline, consolidate, etc.
• Post Deal Operations Integration Implementation – managing the transition and integration to protect the deal value potential

We understand the need to put together the transaction as quickly as possible while at the same time identifying integration opportunities to add and ensure deal value.

Just a Few of The Scenarios Where We Can Help

• If you will be buying or selling a business and feel like it would be a good thing to supplement your internal staff with expertise and resources to significantly improve the probability of success.
• If you will be eventually selling a business and want to develop a plan now that will facilitate your generating the highest price and after-tax result.
• If you have a need for business valuation analysis to provide a value estimate for mergers and acquisition purposes.
• If you need to strategically analyze business opportunities including target market research or financial modeling.
• If you need to structure financing to acquire a business.
• If you need to effectively integrate an acquisition into an existing business to capture the most out of the opportunity.