Mergers and Acquisitions
There are many challenges and moving parts to a successful merger or acquisition
Whether or not you’re looking to buy or sell your business, there may come a time when a merger or acquisition strategy makes sense for you. As a business owner knowing your options is important. At a basic level, an M&A transaction involves combining accounting, legal, operational, HR, marketing, and financial activities of two organizations in a manner that delivers the right benefits to the right organizations at the right time in their business life cycle.
Businesses or organizations will seek a merger or acquisition for purposes ranging from enhancing shareholder value to gaining and maintaining a competitive edge. Some companies pursue an M&A strategy to secure access to new markets with their products or to sell new products to their existing customer base. Regardless of the strategic reason, the path to a successful merger or acquisition is long and complicated.
Among the challenges:
- Identifying growth opportunities in business or service lines
- How to identify merger or acquisition candidates meet strategic financial growth objectives
- Creating a framework and decision-making process for assessing whether the case for a proceeding with the merger or acquisition has merit
- Assessing industry trends relative to M&A to get perspective on pressures, problems, and opportunities in the industry
- Ensuring a complete and comprehensive due diligence process and comprehensive review of a merger or acquisition target entity to get hard facts, insights, and a full understanding of issues, opportunities, and risks associated with the transaction.
- Understanding and planning for surmounting legal and regulatory challenges
- Understanding and committing to tough operational changes required to achieve the benefits or the merger or acquisition
- Understanding the HR implications of the merger or acquisition
If you are considering a merger or acquisition, please contact Ryan Scheck, Merger and Acquisition Team Leader, using the fillable “Contact Us” form on this page.
Solutions
With an eye toward minimizing risk and maximizing tax advantages, business owners in mergers and acquisitions mode have asked for help in the following areas:
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Mergers and Acquisitions Team Leader:
Ryan Scheck
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