Transactions

Full-Lifecycle M&A

Grow exponentially by mastering M&A integrations

The financial, operational, and regulatory implications of a merger or acquisition require experienced, full-lifecycle transaction support to maximize present and future value. Lead your industry from the front and enter new markets with a trusted, proven M&A methodology from our multi-disciplinary team of transaction experts.

Create future financial value today. Here’s how.

Plan and execute a frictionless M&A powered by integration governance and program management

Hit milestones, minimize risk, and effectively communicate planning initiatives with a proven framework for program management, change management, and transformation governance. We free up internal bandwidth and remove administrative obstacles on the M&A journey to keep moving forward, including designing a system to quickly isolate and remediate dependencies and issues as they arise.

Capitalize on robust accounting policy and financial reporting support

We augment or oversee your accounting policy research and financial reporting standards to ensure they align to current- and future-state regulatory requirements. This includes integrating financials, preparing financial statements, and addressing evolving SEC rules for a methodical, productive deal.

Manage and mitigate risk from all vectors before, during, and after integration

With an expanding risk universe resulting from the M&A process, your firm needs a new lens through which to understand, prioritize, and remediate risk of all kinds. We establish or modify your internal audit plan, implement a SOX program, conduct controls assessments, and perform comprehensive cybersecurity and IT threat assessments to help you protect current and future value.

Act decisively on day one post-M&A with future-ready operational plans

Prepare for the future starting now with our strategic Day One operational readiness plans. By collaborating with internal stakeholders, external auditors, and third-party providers, we lay the groundwork for your future-state operating model, data conversions, systems implementations, shared services implementation, and more.

Acquire an integration playbook for continuous post-transaction optimizations

Working from a defined integration playbook offers your team the ability to chart a profitable path forward far beyond the deal itself. We support acquirers and acquirees in the pursuit of further optimizing their operating models, implementing new automation technologies, and engaging in subsequent M&A activities as business expands.