Transaction advisory services
Today’s business environment requires companies, investors, and lenders to move expediently and deliberately. Our Transaction Advisory Services professionals leverage our teams extensive transactional heritage and combined with our significant industry knowledge to provide practical, independent, and data-centric financial, accounting, tax, and operational advice throughout the deal process, from the earliest stages of market and target identification and evaluation through to deal exit or capital market activity. By taking an industry-based, practical, and flexible approach, we tailor the support we provide to specifically focus on our clients’ requirements in each transaction.
Accounting and Financial Reporting
Our Accounting and Financial Reporting (AFR) advisory team works closely with clients through their strategic dealmaking financial reporting requirements. Our specialists have deep knowledge of deals, sectors, accounting, and regulatory matters that enables them to fully understand the challenges clients have to deal with, including:
- Structuring deal documents and corporate agreements
- Buyer/seller financial statements and disclosures
- Sponsor-driven management reporting
- Regulator-imposed rules and filing requirements
- Lender financial and covenant requirements
We provide corporate and financial clients with accounting and financial reporting advisory services in conjunction with all of their transaction needs, including but not limited to:
- Navigating the complexities of a business combination with the proper accounting experience in order to best understand the newly combined company’s opening balance sheet and subsequent periodic reporting
- Evaluating the terms and requirements to successfully conduct a capital raise, maintain lender compliance, and report on the business post close
- Drafting financial disclosures in public and private capital-raise offering documents
- Assisting in the Implementation of complex accounting changes resulting from transaction-driven events
- Decoding GAAP differences present in cross-border transactions in order to compare key figures and terms on a like-for-like basis.
Financial and Accounting Diligence
Our experienced, industry-focused teams of diligence professionals comprise CPAs and transaction accounting professionals. Drawing on our team’s experience, our diligence team leverage our historic capabilities and our industry knowledge to provide independent relevant insights to our clients in a timely manner to ensure an efficient and expedient process. Our Financial and Accounting Diligence services assist financial investors, lenders, corporates, and other advisors in identifying and evaluating key value drivers and risk factors that most impact on value. Our scope, access to data and management, and cost are tailored around the various stages of the deal cycle.
M&A Tax Advisory Services
Our M&A tax professionals help our clients navigate tax challenges and capture tax opportunities inherent in the entire transaction lifecycle.
We increase value through thoughtful, tax-advantaged transaction structuring as well as through identification and mitigation of relevant historical and projected tax risks. Our team of tax professionals brings tax expertise from many years or transacting on cross border deals.
