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
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.