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:
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Identifying potential financial and strategic buyers
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Developing an expected range of selling prices and terms
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Exploring alternative transaction structures to maximize after-tax results
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Addressing foreseeable questions and concerns in advance of soliciting offers
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Organizing the information gathering process to streamline buyer’s due diligence
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Preparing the Confidential Information Memorandum (CIM) sent to prospective buyers
During the sale process:
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Evaluating competitive offers
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Responding to due diligence request from buyer and its accountants
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Reviewing and suggesting changes to transaction documents
After the sale
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Monitoring compliance with transaction reps and warranties
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Reviewing earn-out and other calculations affecting selling price
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Evaluating and selecting wealth managers
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Monitoring economic performance of wealth and money managers
Services to buyers
Before the purchase:
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Identifying potential targets
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Developing an expected range of purchase prices and terms
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Preparing loan memorandum to obtain financing for proposed acquisition
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Exploring alternative transaction structures to maximize tax deductions
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Preparing and organizing due diligence questions
During the purchase process:
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Conducting due diligence
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Reviewing and suggesting changes to transaction documents
After the purchase:
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Monitoring compliance with transaction reps and warranties
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Reviewing earn-out and other calculations affecting purchase price
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Integrating financial reporting and other accounting fun