Our M&A practice has a record of success across a wide range of industries, involving many complex transactions. We provide a full range of financial advisory services in connection with mergers, acquisitions, restructurings, joint ventures, divestitures, exclusive sales, spin-offs, and leveraged buyouts.
Our professionals work diligently to advise our clients. Our diverse M&A experience gives us the perspective of buyers, sellers, and stakeholders with respect to accounting, tax, financial, and organizational issues in M&A transactions.
As part of our M&A services we:
- Perform general financial due diligence.
- Audit the historical financial statements of acquired companies.
- Work closely with the client and their legal teams with respect to 8K and other securities filings, if necessary.
- Advise on proper accounting methods and adjustments.
- Review and advise on acquisition agreements from the perspective of accounting, business, tax, retirement plan, and organizational issues.
- Create pro forma financial statements for combined entities.
- Due Diligence on Systems and Controls
- Review tenant leases, including both financial and non-financial data, providing a summary of leases with important terms highlighted. If necessary, we perform audits of expense to recover items from the landlord.
- Conduct due diligence reviews of qualified and non-qualified retirement plans, including review of retirement plan financial statements and compliance tax returns (e.g. 5500)
- Perform varying levels of organizational consulting, including review of duplicity of personnel as a result of an acquisition, as well as conducting training to integrate multiple organizations.
- Perform cost segregation studies for tax purposes, even in a stock purchase transaction, and, if appropriate, accelerate depreciation, making the property purchased more valuable.
