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MERGER AND ACQUISITIONS

We have served as either lead negotiator or as “behind the scenes” assistants to the lead negotiator in 25+ transactions with an aggregate value of $140+ million.

Services to sellers

            Before the sale:

  •             Identifying potential financial and strategic buyers
  •             Developing an expected range of selling prices and terms
  •             Exploring alternative transaction structures to maximize after-tax results
  •             Addressing foreseeable questions and concerns in advance of soliciting offers
  •             Organizing the information gathering process to streamline buyer’s due diligence
  •             Preparing the Confidential Information Memorandum (CIM) sent to prospective buyers

            During the sale process:

  •             Evaluating competitive offers
  •             Responding to due diligence request from buyer and its accountants
  •             Reviewing and suggesting changes to transaction documents

            After the sale

  •             Monitoring compliance with transaction reps and warranties
  •             Reviewing earn-out and other calculations affecting selling price   
  •             Evaluating and selecting wealth managers
  •             Monitoring economic performance of wealth and money managers

Services to buyers

            Before the purchase:

  •             Identifying potential targets
  •             Developing an expected range of purchase prices and terms
  •             Preparing loan memorandum to obtain financing for proposed acquisition
  •             Exploring alternative transaction structures to maximize tax deductions
  •             Preparing and organizing due diligence questions

            During the purchase process:

  •             Conducting due diligence
  •             Reviewing and suggesting changes to transaction documents

            After the purchase:

  •             Monitoring compliance with transaction reps and warranties
  •             Reviewing earn-out and other calculations affecting purchase price  
  •             Integrating financial reporting and other accounting fun












 

Contact27600 Chagrin Boulevard, Suite 200 | Cleveland, Ohio 44122
Phone: 216-464-7481 | Fax: 216-464-7581
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