When acquiring or selling a company, it is important to structure transactions that are advantageous to both the acquirer and aquiree.
Although our role on M&A Advisory and Finance transactions can vary, it is generally comprised of four parts.
Through due diligence, we learn about the company so we can speak intelligently to potential merger partners, we remediate any items that could cause issues with a merger or acquisition, and we verify the validity of the information presented
Introductions and Search
We match our client with the most likely acquisition partners based on criteria set by our client
Process Management & Structuring
We manage the entire process and assist with everything from providing time and responsibility guidelines to analysis of transaction structure
Due Diligence of Target
Due diligence may also need to be conducted on an acquisition target or potential acquirer. This due diligence occurs after the due diligence of our client is conducted, and after making introductions
M&A Finance takes many forms, including:
- Senior Debt
- Public Offering
- Revenue Share/Royalty/Earnout
Understanding the appropriate financing for an acquisition requires extensive experience in the structuring and execution of M&A transactions, as both are intertwined. Ideally, M&A structures satisfy particular client objectives, whether providing significant tax deferrals or minimizations, sheltering of income, etc., while minimizing acquisition costs, whether in the form of interest, equity participation or both.
Our ability to review and analyze financial projections allow us to advise as to the optimal structure to permit repayment of financing without undue burden.