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GAIN confidencepreliminary analysis and due diligence

Sound financial advice during strategic transactions—from start to finish
 

We have extensive experience serving as accountants and business advisors to middle market companies involved in merger and acquisition transactions. Our dedicated transaction services team works with privately held companies as well as investors, helping everyone understand the strengths and weaknesses of the transaction or acquisition target.

Our team has been extensively involved in acquisition and restructuring projects ranging in size from $5million–$600 million, including:

  • Stock and asset purchase acquisitions
  • Leveraged buyouts
  • Management leveraged buyouts
  • Spin-offs
  • Divestures
  • Recapitalizations

Our involvement often begins with the preliminary deal analysis and financial due diligence required in analyzing potential acquisition/merger transactions. This includes:

  • Deal structure review, addressing both accounting and tax issues
  • Deal negotiation and purchase price determination and allocation
  • Purchase and sale document review
  • Due diligence support procedures, such as Quality of Earnings analysis
  • Preparation and analysis of prospective financial information
  • Accounting practices assessment

Post-integration opportunities and issues

Many of our clients have highly sophisticated accounting and reporting issues, coupled with complex capital structures. We use our expertise to guide them through the process, gain control of opportunities that arise during the deal, and focus on a successful transaction. We know how important it is to properly address the complex post-acquisition issues, including accounting, tax, and business integration.

We help clients reorganize business structures and operations to take advantage of potential synergies resulting from the transaction. We also work with acquired companies to train staff and assist management in becoming familiar with new corporate procedures and required internal controls.

Additional capital for long-term growth and innovation

We also help clients secure additional sources of capital to achieve long-term strategic growth plans. The amount of capital, length of time needed, and capital type (debt, equity, or mezzanine) vary with specific circumstances but we have extensive experience advising clients on various sources of capital. This means ensuring that the chosen financing source will provide the best balance of cost of capital, cash flow, and lender risk, given the client’s specific stage in its growth cycle.

The personalized attention of a boutique group, with the resources of a national firm

As a BerryDunn Private Equity support client, you’ll work with a dedicated team of senior leaders, backed by a deep bench of finance experts. Some on our team come from Big 4 firms, and some draw on their private-sector experience. You’ll work directly with seasoned talent in:

  • Assessing business models and cash flow forecasts
  • Assessing risks and opportunities, assets and potential liabilities
  • Benchmarking historical and forecasted results
  • Business valuations
  • Forensic services supporting due diligence efforts
  • Litigation support
  • Management and IT consulting
  • Planning for divestiture of a business or segment
  • Tax consulting and reporting
  • Working capital analysis

Under current independence standards, experts from our Business Valuation group are also available to provide you with valuation support related to mergers and acquisitions. Our valuation consultants provide a thorough analysis of the myriad components of a transaction, not only identifying a company’s value drivers but also recommending strategic improvements to increase its value while minimizing taxes.

To learn more, please contact our private equity support services team

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