Mergers & Acquisition Advisory Services

Within our firm we have an Investment Bank, HartsteinMichael Capital Advisors LLC, that will facilitate a transaction from inception to completion. We offer a full array of investment banking advisory services. We provide our clients with sell-side and buy-side M&A services.

Mergers & Acquisitions
Exclusive Sales & Divestitures
Spin-Offs
Joint Ventures
Management Led Buyouts
Private Placement of Debt & Equity

As a full-service accounting firm that can handle the Tax, Audit and Due-Diligence / Quality of Earnings in-house; we are one stop shop for a company looking to go to market or engage on the buy-side.

Mergers & Acquisition Advisory Services Steps:

Consultation
Financial Analysis
Pre-Transaction Tax & Financial Optimization
Marketing Strategy
Implementation
Screening and Due Diligence
Tax Transaction Structuring
Closing
Post-Transaction Tax Planning and Merger Integration

Mergers & Acquisition Tax Services

Tax Structuring
The firm specializes in mergers, acquisitions, asset sales, divestitures, debt-financed distributions, partnership interest sales (e.g. 754 Elections) and tax-free reorganizations (e.g. “F” Reorganizations). Supporting transaction structuring, pre-transaction tax optimization, pre-transaction due diligence, post-transaction tax planning and merger integration. Additionally, we help with financing structuring and creative ways to cure some of the most complex issues that come with 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

Mergers & Acquisition Advisory Services