M&A and Transaction Advisory Services

We Drive Things Forward

The acquisition, disposition, or restructuring of a business presents both tax opportunities and challenges. That’s why strategic tax planning is a critical step in the transaction process in order to mitigate risk and support business growth.

Our process always begins with your goals in mind. Our experts work with you throughout the life cycle of the transaction to help you overcome challenges and execute a successful closing. We can create a custom, strategic transaction plan to help you manage diligence, structure, cash tax management, including the evaluation of valuable tax attributes, and post-transaction planning to identify future opportunities. We pride ourselves on taking you through the whole process to get you to the goal you wish to achieve.

Our Process: 

  • Evaluating and recommending financial and strategic alternatives with respect to a sale, acquisition, merger, divestiture, or succession 
  • Quickly assessing due diligence, valuation and transactional requirements 
  • Developing key offering documents and materials 
  • Providing experienced negotiators and structures when closing the transaction

How We Help

M&A: Buy-side & sell-side target valuation

Fairness & Solvency and Capital Adequacy Opinions

Capital Raise
Support

Financial Due Diligence

How can we help? Reach out for a free consultation today!