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Transaction Advisory

Transaction Advisory Services

Mergers, acquisitions, exits and other transactions allow for tremendous growth and opportunity, but actually executing those deals successfully and accurately can be extremely complicated.

With so many hurdles in the transaction process (like tax planning, valuations, due diligence, negotiations and funding) it’s no wonder that more deals fall short than cross the finish line.

But having data-driven resources, a compliance-minded approach and industry-specific intel can help set your transaction up for success.

Warren Averett’s Transaction Advisory Services can help you navigate the complexities of transactions, leverage opportunities and avoid roadblocks by creating a custom strategy designed to meet your specific objectives.

We’re here to help you maximize value, minimize risk and make the most informed financial decisions about your deal.

Contact a Transaction Advisory professional to get started.

Tailored Transaction Advisory Services for Every Stage of a Deal

Due Diligence

Providing in-depth, specialized knowledge and a comprehensive understanding of a business, the economic environment and the industry in which it operates.

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Transaction Tax Planning

Implementing tax planning strategies and advising on business restructuring to help clients navigate transaction challenges.

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Post-Acquisition Integration

Ensuring successful integration of employee transfers, synergy identification, timely initiatives and sequences after an acquisition.

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Value Creation

Providing in-depth, specialized knowledge and a comprehensive understanding of a business, the economic environment and the industry in which it operates.

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Business Transformation Consulting

Providing organizations with the data-driven insights and strategies to transform a downturn into sustainable growth for the future

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Turnaround Consulting

Providing objective, strategic and pragmatic advice to assist management in making sound decisions in the revitalization process of helping businesses recover, restructure and renew.

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“Warren Averett has been and will continue to be a critical player on our acquisition team. In this competitive M&A environment, their approach and process focus on our needs, prioritizing high-risk areas first. They provide a build-to-suit solution and know how to focus on the significant issues.”

 

Transaction Advisory Services Client

Buy-Side Services

Our well-connected Transaction Advisory Services advisors provide private equity groups with reliable support to identify, screen, connect and evaluate the right investment opportunities—allowing your group to focus only on the deals that are the best fit for your portfolio. Once a target has been identified, you’ll be able to leverage our team’s expertise to reduce risk, secure favorable terms, identify cost savings and establish tax-efficient structures so you can ultimately increase the return on your investment, make the best financial decisions and avoid expensive transaction mistakes. Even after a transaction is complete, our advisors can help you assimilate your newly acquired organizations into your existing portfolio and streamline operations quickly.

Sell-Side Services

Selling your business is a complex financial event, but it’s much more than that; it’s a highly emotional personal milestone that requires sensitivity, confidentiality and discretion. Our Transaction Advisory Services professionals take the time to understand your desires, expectations, short-term needs and long-term objectives so we can offer the guidance that can help you navigate transaction complexities, assess the financial health of your company, value your business accurately, strategize your exit plan, reduce risk and interpret tax regulations. Our advisors apply relationship-focused values and deep technical strength to each transaction so you can successfully move to your next chapter.

Meet Your Transaction Advisors

Our Transaction Advisory Services professionals deliver objective advice and hyper-specific perspective that can help you make the most of your opportunities.

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Transaction Advisory Services for Any Industry

Competitive and regulatory environments vary widely across industries, which is why a cookie-cutter approach is never an option for a successful transaction. The Transaction Advisory Services our team provides account deeply for unique market dynamics, risk factors, seasonal cycles and business models so that you can make the most informed financial decisions for your one-of-a-kind transaction in your respective industry. We do this through continuous monitoring, specific research, proactive communication and internal partnerships with an even greater network of Warren Averett’s specialized, industry-focused advisors.

Learn more about Warren Averett’s industry specializations.

The Transaction Advisory Process:

Inception (Seller)

• Exit readiness
• Business performance improvement
• Transition planning
• Wealth management planning
• Investment management
• Assessment of the quality of historical earnings, projections, working capital and operations

Negotiation (Buyer/Seller)

• Business valuation
• Transaction modeling
• Tax strategy and structure
• Due diligence support
• Risk identification and mitigation
• Quality of earnings assessments

Validation (Buyer)

• Tailored financial, HR and IT due diligence support
• Transition planning
• Staffing assessment

Integration (Post Acquisition)

• Opening balance sheet procedures
• Strategic planning
• IT consulting/outsourcing
• Financial modeling
• Post-closing adjustments, analysis and review
• Intangible assets valuation
• Staffing and recruiting
• Employee transfers and workforce reductions
• Synergy identification
• Purchase price allocations
• Working capital adjustments
• Ongoing compliance
• Timing and sequence of integration initiatives

Insights

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News

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Ready To Get Started?

Phone: 800.759.7857

Connect with a Transaction Advisory Services professional to begin the confidential conversation about your strategy. We strive to offer unrivaled transparency, accuracy and integrity in the services we provide. Start identifying potential deal-killers, creating value and leveraging global reach today.

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