Buy- & Sell-Side Transaction Services
We work closely with financial and strategic buyers to provide customized services tailored to identify opportunities and issues within the proposed acquisition or divestiture transaction.Talk to an expert
With over 40 years of experience consulting with stakeholders in transaction environments, we are uniquely positioned to successfully advise our clients who are considering an acquisition or divestiture. Our experienced professionals routinely provide expert financial and tax diligence designed to identify and evaluate value propositions in business combinations while minimizing the risk and exposure to our clients. Our approach emphasizes proactive communication, responsiveness and high levels of partner participation throughout the entire transaction life cycle. We work closely with financial and strategic buyers to provide customized services tailored to identify opportunities and issues within the proposed acquisition or divestiture transaction.
Our Team
Our Transaction Services team is comprised of partners, directors and senior managers with in-depth expertise in the areas of Accounting, Finance, Operations, Tax, and Information Technology in middle-market transaction environments. For each engagement, the necessary resources are coordinated through a single point of contact (a hands-on transaction services partner) to provide maximum coordination, efficiency and focus throughout the acquisition or divestiture transaction.
Buy-Side Transaction Services
- Quality of earnings, revenue, and net working capital
- Historical trends analysis and identification of value drivers and transitional risks
- Normalized working capital trends and seasonality
- Tax due diligence and optimal structuring
- Accounting policies, systems, and controls evaluation
- Forecast analysis and bridge to historical performance
- IT due diligence system risks
- Transaction terms structuring and closing documents
- Purchase price settlement process (e.g., working capital settlements)
- Post-acquisition transition, integration, and support services
Sell-Side Transaction Services
- Historical trend analysis to support fluctuations in results
- Quality of earnings and net asset analyses to assist sellers in presenting EBITDA
- Supporting documents for EBITDA or net asset adjustments
- Historical financial statement carve-out presentation
- Support seller when buyer’s diligence commences
- Forecast analysis and bridge to historical financial performance
- Optimal tax structure advisory
- Transaction terms structuring and closing documents
- Support seller in disputes regarding purchase price settlement
Highlights
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