Mergers & Acquisitions
Whether you are looking to expand within your verticle, add technology, add experts, eliminate competition, or its time for an exit, we can help! Here are some examples:
- Assessing the Target Companies financial condition & fit
- Identify risks and opportunities – are all assets already pledged as debt security? is there an error in their financial model? Are their projections conservative and based on valid assumptions? What are you really buying?
- Being acquired? Have someone who speaks ibanker on your side of the table
- Calculate synergy cost savings and potential increased revenue from customer cross-selling strategies
- Prepare Pro-forma financial statements of the combined Company
- Analyze receivables, payables, inventory, capital expenditure plan, free cash flow, selling prices and margins, fixed and variable costs, tax
- Understand and explain their capital structure, debt, and other agreements
- Evaluate their Corporate fiscal integrity based on the health of the business process and controls, reports and interviews
- Plan and manage the post-acquisition integration of people, processes, and systems
Time for an exit?
Whether you are a growth story, strapped for cash, or its time to move on to your next idea, we can help in various ways:
- Evaluate your options, full sale or cash out a portion of the value you’ve built
- Similar in many ways to the fundraising process plus…
- Aid in determining a pool of qualified Companies and Private Equity Firms
- Understanding multiples, valuations
- Protecting the ongoing business during the process including confidentiality
- Founder wealth and tax planning