Mergers & Acquisitions
The Merger or Acquisition (“M&A”) of an entity can be exciting. However, if you have never been through the process before, it can be very challenging. Your team is focused on the day-to-day, but the M&A process can be overwhelming and requires full-time attention. Our team has been through dozens of M&A transactions, and we can guide you from the Letter of Intent through post-closing and integration. Let us maximize the value of what you are buying or selling.
Finding the right consulting firm to assist you with your M&A transaction can be a project in itself. Often times, other firms that are looking for the one time quick hit of fees. We have been through dozens of M&A transactions, and are long-term focused. From the Letter of Intent to years beyond post-closing, we are a true advisory firm that will assist you in the integration and building of that professional back office. We can also guide you in creating that successful management team.
Finding the Right M&A Consulting Firm
Part of M&A is the sale or carve-out, and it takes the right team to prepare a company for it. You will leave value on the table if your company isn’t at its optimum level before the sale, and it takes months to get ready for it. We have a team that has been through this process, and we assist clients in working with their investment bankers to maximize value.
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Consulting Services Offered
MERGERS & ACQUISITIONS
We have been through dozens of M&A transactions, and are experienced at developing a business structure that addresses key financial and operational issues to ensure that your business is positioned to maximize value. From Due Diligence, Letter of Intent, to years beyond post-closing, we are a true advisory firm that will assist you in the integration and building of that professional back office.
FINANCIAL & OPERATIONAL REPORTING
Accurate and reliable financial and operational reporting performed by an experienced professional allows you to identify your company’s current position, tackle technical accounting issues, and communicate the overall financial health of the business. Our industry experts will prepare and complete financial and operational reports, or fine tune existing ones up to U.S. GAAP/IFRS standards.
Our strategic consultants know and understand how to restructure an underperforming business, and have the knowledge and expertise needed to overcome operational and financial challenges that are impeding growth. In or out of court, we develop viable business survival plans for lasting success.
ACCOUNTING DEPARTMENT EFFICIENCIES
Our team of talented professionals has the skills and experience necessary to help you and your company achieve optimum levels of accounting efficiency. With our strategies, tools and insights we will improve processes and increase automation, making for a timely and accurate close each month.
LATIN AMERICAN TRANSACTIONS
Our M&A and operational experience extends to international markets including Latin America. Our professionals have many years of cumulative experience working in Latin America, giving them a better understanding of the culture, financial reporting and operations across many industries.
Seamlessly integrate technology, systems, accounting, operations and cultures to align with business strategies and goals. Whether you are going through a merger or acquisition, or need to integrate with business or supply chain partners, we strategically digitize and integrate your business processes.
While we are not a “CPA firm” and do not preform Audits, we do know how to prepare for one and many of us are CPAs. Audit readiness requires a solid understanding of technical accounting issues and resources. Let our experienced professionals get your financial records compliant with U.S. GAAP or IFRS, and audit ready.
Your leadership team is a main contributor to your success. We provide interim management roles in the form of CEO, CFO and Controller during transitional periods; or as a cost-effective way to introduce new strategic thinking and leadership into an organization. Our professionals have held multiple CEO roles in different industries giving them the expertise needed to assist companies in interim roles.
Groom your finance or accounting department into a value creation center rather than an overhead center. We have multiple coaching and training programs dedicated to sharing our knowledge, tools and expertise to transform the financial leaders of a company from regular numbers crunchers to strategic value drivers
Ditch the traditional recruiting firm and reduce turnover. Our team has actually worked in the positions your hiring for giving us a unique perspective and ability to identify the caliber of financial management you should consider within the context of your organizations culture. We ensure candidates have the proper training, credentials and dedication to perform their duties successfully.