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Mergers and Acquisition (M&A) services

M&A and Transaction Support

Strengthening businesses and growing profitability through strategic acquisition.

Merger and acquisition specialists assist clients in positioning themselves as credible buyers, recommending avenues of diversification, and locating attractive businesses. Seasoned experts have helped numerous public and privately held companies and individual buyers navigate mergers and acquisitions. Services include:

  • Planning and developing the strategy for the transaction
  • Locating, valuing, and pricing an acquisition
  • Assisting with negotiations
  • Determining tax implications of the proposed structure and asset allocation
  • Assisting in due diligence and quality of earnings on the target
  • Reviewing the legal agreements drafted by clients, attorneys for accounting, valuation, and/or tax issues
  • Perform business valuation allocating intangible assets in accordance with ASC 805
  • Transition planning
  • Projections and forecasts

Clients receive a customized approach to due diligence based on their needs and budget. Seasoned business professionals provide a complete spectrum of analytical and investigative services to present a detailed report to assist with the decision-making process rather than just providing data. With each engagement, expect a multi-faceted team comprised of credentialed professionals who maximize competitive advantage and minimize risk.

Business succession planning

Our business valuations services team collaborates with you to fully understand your specific succession planning needs and to candidly identify clear objectives and evaluate options.

Business valuations

Experienced valuation professionals provide value calculations and consulting services, or more comprehensive fair market value appraisal services using either a summary or detailed report.

Investment banking services

Get Wall Street caliber investment banking services tailored for middle market companies ($10-$500 million of revenue) and capital providers.

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Featured Insight

3 ways owners can sell their business to employees, children or other “insiders”

If you’re looking to sell or transfer business ownership to a family member, employee or co-owner, you’ve got a few options — but all have pros and cons.

Featured Insight

Structuring a Transaction: Ways to Minimize Income Tax Implications for Sellers

Whether you’re buying or selling a business, you need to negotiate more than just price. How the deal is structured can have a significant impact on the amount of income taxes that will be paid by both parties.