Mergers & Acquisitions

Creating value through mergers, acquisitions, divestitures or joint ventures is a key strategic process that requires proper planning and preparation. Our multi-disciplinary team of professionals has significant experience in both buy-side and sell-side transactions in a wide array of industries.

Our services include the following:

• Identification and screening of potential targets
• Assistance in establishing preliminary values
• Preparation of financial documentation such as Confidential Information Memorandums (CIM)
• Assessment of financial needs and requirements
• Assistance in negotiations
• Transaction execution (due diligence, tax structuring, accounting structuring etc..)
• Assistance in strategic proposals
• Maximizing value with the transaction
• Structuring Management Buy Outs (MBO)
• Facilitating the transfer of a business to the next generation

An important element of any transaction is to ensure that all of the tax benefits and consequences have been properly researched, considered, reviewed and communicated to the parties involved. Our goal is to determine that the proposed merger, acquisition or divestiture meets the client's objectives and creates value in the long run.