Mergers & Acquisitions 2019-02-04T21:50:05+00:00

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