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When it comes to transactions, the maxim “Buyer Beware” takes on greater significance. Since so many factors can affect the outcome or viability of a deal, companies must look beyond the balance sheet for answers. Can a proposed merger or acquisition provide improved operating efficiencies and successful IT integration? Could the loss of one major client impact revenue streams? Is a company asset overvalued or undervalued? Are the answers to any of the above enough to justify the price the purchaser is paying?
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When it comes to M&A, the answers are never simple. That’s why retaining a corporate advisor who understands the questions that need to be asked is crucial. Whatever your marketplace, industry or size of your company — and your deals — Rothstein Kass can play a critical role.
Our professionals are trained to look at more than just the historical and financial data of a company. We also look at the industry, marketplace, tax or accounting issues that may impact the deal. We serve a broad range of clients from private equity funds, privately-held or public companies, to shell and/or Special Purpose Acquisition Companies (SPAC).
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| How We Can Help: |
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We work closely with our clients and their advisors—attorneys and consultants— to scope out the information required to meet their objectives. Our multi-disciplinary team of industry professionals possess the necessary transaction and accounting, tax or IT credentials to help structure, examine and execute your deals.
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| M&A Consulting |
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We can offer you a broad array of transaction support involving structure and deal negotiation, analyses related to tax / international tax, accounting, finance, insurance and risk management, and management issues and consequences.
Financial and Accounting Due Diligence
Timely and essential analyses and assessments related to quality of earnings and cash follows; quality of assets to be purchased and liabilities assumed; identification of potential liabilities, internal control deficiencies and/or significant weaknesses; testing of assumptions underlying projections.
Tax Due Diligence
Review of relevant tax returns – Federal, state and local and sales and payroll; analysis and optimization of tax structures and identification of risks and opportunities.
IT Due Diligence
Evaluation of the IT infrastructure, operations and performance including transactional flow through applications, business and regulatory risk compliance (SOX, HIPPA) and post-merger risk assessments and/or post-merger reviews of business integration synergies or misalignments.
Our Areas of Specialization:
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Acquisitions |
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Competitors or complementary products |
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New market entry |
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Controlling interest (majority or significant stake) in a company |
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Strategic Alliances or Joint Ventures |
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Mergers or Reverse Mergers |
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Carve Out of Business Units |
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Private Investment in Public Equity (PIPE) |
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Investment in Distressed Company |
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