Merger and Acquisition Consulting

Frequently, business owners find that in order to achieve strategic business objectives merging with or acquiring a business can be the right answer. But, determining the most beneficial financing structure for a transaction requires the help of proven specialists who can be relied upon to assess capital needs, suggest financing alternatives, and develop optimal financial structures.

The merger and acquisition specialists of Sikich use a variety of financial modeling techniques to assist owners in merger and acquisition decisions regarding capital needs, financing alternatives, and optimal financial structures. We investigate traditional and non-traditional sources of financing and provide clients an assessment of the risks associated with various financing alternatives from tax, accounting, and operational perspectives. And, we assist in securing strategic financing.

From comprehensive due diligence, through deal structure and term negotiations, to working with pass-through entities on the financial structure, we are committed to helping you realize your personal goals and those for your company.

Deal Structure

• Identify structures to optimize client goals for maximum value and minimum risk

• Evaluate personal and corporate tax savings/liabilities

• Offer alternatives between taxable and nontaxable structures

• Assess alternative accounting structures

• Develop management transition

• Research and evaluate financing alternatives and deal impacts on tax, accounting, and   operational structures

Business Structure

• Identify alternatives for determining value and recommend a method that satisfies client objectives

• Evaluate current operations in terms of financial, tax, economic and business impacts on   transaction

• Prepare financial forecasts and projections

• Assess liabilities and risks associated with transaction

• Analyze various impacts of financing alternatives including venture capital investment

 

Investment and Financing Structures

• Financial modeling and cash flow analysis

• Determine capital needs

• Evaluate financing alternatives-traditional and non traditional sources

• Assess benefits/risks associated with each alternative

• Assist in negotiating and securing financing

 

Business and Systems Integration

• Evaluate internal management processes

• Recommend strategies for successful management integration

• Assess intellectual assets and propose strategies for maximizing those assets

• Evaluate and recommend strategies for the total human resources program including   compensation, employee benefits, and merging of organizational cultures

• Provide cost effective solutions to integration of technology systems

• Assist in developing strategies to protect and build market share and communicate   organizational change

 

Due Diligence

• Investigate and verify statements of assets, financial commitments

• Assess capital expenditures, cash flow, and earnings

• Evaluate the impact of existing and proposed regulations

• Determine potential liabilities in employee benefits, compensation, and underfunded
  pension plans

• Identify potential tax liabilities and recommend appropriate resolutions