Transaction Advisory Services

Whether buying, selling or valuing a business, you need to be aware of all options in order to maximize value and minimize risk. That’s why choosing the right professionals to perform due diligence is crucial to the success of your acquisition. 

Led by partner Mark B. Bober, Bober Markey Fedorovich's Transaction Advisory Services Group has established a national reputation from successful buy-side and sell-side due diligence projects performed for:

  • Private equity firms
  • Mezzanine / subordinated debt lenders
  • Public companies
  • Strategic buyers

We have combined our transaction-related services into one practice, providing you with a single point of contact and depth of resources.  Our interdisciplinary team is made up of partners and managers.  In addition, because each engagement is unique, BMF ensures that well-trained and appropriately skilled professionals with applicable industry specializations are assigned to the team.  Your team may consist of professionals who specialize in:

  • Core due diligence (including quality of earnings)
  • Accounting systems / information technology
  • Process improvement
  • Employee benefit plans
  • Multi-state and international tax
  • Corporate finance and financial analysis

With extensive experience in manufacturing, distribution, transportation, construction, engineering, service firms, technology companies and real estate.

Our financial analysts and valuation specialists can also assist you in analyzing and structuring an acquisition. We can help you with:

  • Assistance in the development of realistic and reasonable assumptions to use in preparing pro forma and project financial results
  • Valuation assistance to determine if deal pricing is appropriate in the circumstances
  • Review of representations and warranties to determine if they are reasonable, achievable and fair in light of the proposed transaction

Service Model
The BMF Transaction Advisory Services Group takes a methodical approach to due diligence projects with a phased program structured and thoughtfully tailored to the specific project at hand.  Because every engagement is different, we customize each approach to meet the client’s needs.

Of course, a successful due diligence project can only be achieved if everyone’s expectations are met – at every step of the way.  Our people are trained in project management and are committed to timely communication to ensure the project stays on course.  Weekly “all hands” meetings or calls are essential to keeping everyone informed.  Various aspects of the engagement communicated in these meetings or calls include:

  • Coordination of schedules/practice disciplines
  • Weekly status reporting
  • Progress to date
  • Costs to date
  • Needs analysis
  • Expectations
  • Deal assessment/re-evaluation

Post-Merger Services

Once the target has been successfully acquired, integrating the acquired company becomes a priority.  BMF has assisted numerous companies with successful post-merger integration projects including:

  • Data mapping and transfer
  • Information system implementations
  • Process improvement implementation
  • Resource/staffing/placement
  • Synergy assessments/cost reduction plans
  • Return on investment analysis
  • Purchase price allocation


Practice LeaderMark B. Bober, partner

 Additional Resources Private equity
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Valuation
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