M&A Advisory & Transaction Services

We know that each merger, acquisition or disposition transaction presents a unique set of circumstances and opportunities. Thus, our involvement in each transaction varies widely. We are often called upon to locate possible targets or buyers, find debt or equity capital to effect a transaction, prepare valuations, provide due diligence and/or perform tax analysis and planning to further enhance value to our clients.

At the beginning of each engagement, we meet with business stakeholders to discuss transaction objectives and ways to maximize shareholder value. Often, maturing the business adds value, and we provide consulting and business advisory services to accomplish this objective.

Investment banking services – including capitalization transactions, mergers, acquisitions and dispositions are conducted through StillPoint Capital, member FINRA/SIPC, Tampa FL.

Services

  • Sell-side advisory services, focused on value maximization and business strategy

Our extensive network enables us to match sell-side clients with the right, high quality potential buyers to help ensure successful transactions. Our goal is to maximize value and smooth the sale process on their behalf. We understand  the long-term implications of a sale and always seek the best fit in terms of business strategy and culture, as well as price.

  • Buy-side advisory services

On the buy-side, we become an extension of the client company – assessing strategic opportunities, identifying acquisition targets, conducting preliminary due diligence, establishing price criteria and arranging debt or equity acquisition financing. The firm’s expertise, combined with the active involvement of senior partners, ensures that you’ll receive high-touch service and timely, practical advice throughout the process – from kick-off to close.

  • Due diligence

Through experienced due diligence services, we help reveal risks and opportunities, so you can make better informed decisions. We help you assess the target’s earnings and cash-flow quality, analyze the quality of assets and liabilities, evaluate the quality of working capital and recent trends, identify internal control weaknesses of systems and personnel, prepare financial projection analyses and much more.

  • Tax review and design of structure and terms
  • Valuation/purchase price allocation
  • Fairness opinions
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