
Transaction services
Ready to get a deal done?
We specialize in providing endâtoâend transaction services, mitigating risk and extracting value at every stage of a deal.Â
Whether it is growth through merger/acquisition or the sale of a company, todayâs business environment involves an ever-increasing level of M&A activity, placing heightened demands on business owners, managers and capital providers to make intelligent and timely economic decisions.Â
The ability to combine experience, knowledge and actionable advice to help clients achieve the best possible deal is critical. Thatâs where we come in. As a leading, midâmarket transaction advisory team, our track record includes successful management of hundreds of transaction engagements.Â
From conducting buyâside due diligence, sellâside support and performing valuations to structuring efficient tax strategies, count on integrated transaction solutions that optimize value and minimize risk.Â
Deal makingÂ
Our transaction professionals provide comprehensive due diligence and advisory support in evaluating the risk/return considerations of a deal, as well as target research, deal structuring and negotiation.Â
Whether representing the investor, buyer or lender, we know how to manage deal expectations. Since each transaction is unique, we employ a customized approach to achieve the key objective â ââ a significant return on investment.Â
Combining advisory, financial accounting, tax, valuation and industry expertise, our team gets to the heart of value drivers at play, while also addressing any deal issues to help clients quickly realize optimal value from their transaction.Â
Our multidisciplinary team provides the support and direction required by clients from a diverse range of industries and has extensive experience conducting all types of transactions.Â
Our transaction services include:
Buy side
- Target researchÂ
- Due diligence including:Â
- Quality of earnings reviewsÂ
- Working capital analysisÂ
- Operational risk assessmentÂ
- ValuationÂ
- Letter of intent (LOI) development and strategyÂ
- Negotiation and deal structuringÂ
- Documentation and closingÂ
Valuation
- Succession planningÂ
- Transaction planningÂ
- Asset valuation considerationsÂ
Sell side
- Reverse due diligence and valuationÂ
- MarketingÂ
- Development of selling documents such as a spot sheet, CIM, etc.Â
- Extensive purchaser researchÂ
- Data room and confidentiality managementÂ
- Letter of intent (LOI) review and negotiationÂ
- Managing the due diligence (DD) processÂ
- Negotiation and final deal structuringÂ
- Documentation and closingÂ
Transaction tax
- Tax due diligenceÂ
- Reorganization planningÂ
- Leveraged recapitalizationsÂ
- Flowâthrough entity planningÂ
- Seller tax minimizationÂ
Our integrated services are offered not just nationally but globally as well, through our membership in the Baker Tilly International network.Â
Contact your Baker Tilly advisor to learn more.Â