Mergers & Acquisition Advisory Services

Mergers & Acquisition Advisory & Investment Banking Services

Within our firm, our investment banking arm — HartsteinMichael Capital Advisors LLC — guides transactions from inception through completion, delivering a comprehensive range of advisory services, including:

  • Mergers & Acquisitions

  • Exclusive Sales & Divestitures

  • Spin-Offs

  • Joint Ventures

  • Management-Led Buyouts

  • Private Placement of Debt & Equity

As a full-service accounting firm, we also provide in-house Tax, Audit, and Due Diligence/Quality of Earnings capabilities. This unique combination makes us a true one-stop shop for companies seeking to enter the market or pursue acquisitions.

Explore our flipbook to learn more about our investment banking services: HartsteinMichael Investment Banking

Mergers & Acquisition Advisory Services Steps:

  1. Consultation
  2. Financial Analysis
  3. Pre-Transaction Tax & Financial Optimization
  4. Marketing Strategy
  5. Implementation
  6. Screening and Due Diligence
  7. Tax Transaction Structuring
  8. Closing
  9. Post-Transaction Tax Planning and Merger Integration

Mergers & Acquisition Tax Services

Tax Structuring
We specialize in tax planning for mergers, acquisitions, asset sales, divestitures, debt-financed distributions, partnership interest sales (including 754 elections), and tax-free reorganizations (such as “F” reorganizations). Our expertise covers every stage of the deal lifecycle — from transaction structuring and pre-transaction tax optimization to due diligence, post-transaction tax planning, and merger integration. We also provide financing structuring solutions and develop innovative strategies to address even the most complex tax challenges that arise during transactions.

Business Due Diligence & Services:

  • Financial Due Diligence (Buy-Side and Sell-Side)
  • Tax Diligence
  • Pre-Sale Planning
  • Deal Structuring Consulting
  • Purchase Price Allocations
  • Business Valuation & Appraisals
  • Financial Modeling and Consulting
  • Projections and Forecasts
  • Quality of Earnings Reports