Business Advisory

Capturing Value. Managing Expectation.

Expanding business through merger or acquisition (M&A) can sustain successful business continuity through enhanced market share, cost efficiency, and even tax gains. Waldron Rand’s M&A professionals have extensive experience managing the countless variables involved with structuring the best deal possible — utilizing technical experience and deep industry knowledge to uphold corporate governance and manage risk to capture the true value of the transaction.

Our M&A team includes auditors and tax specialists who provide due diligence and investigative analysis that is vital to a successful transaction. Our team digs deep into business history, results, projections, cash flows, market analysis, management information, commercial and operational issues, and systems and controls to make sure potential issues are addressed early on and to properly manage expectations. Our relationship with Morison KSi provides the resources necessary to assist with multi-national enterprises.

Our services include:

• Financial and tax due diligence
• Financial analysis – buyer and seller
• Cash flow analysis
• Financing structure
• Negotiations
• Employment agreements
• Non-compete agreements
• Non-disclosures agreements
• Closing requirements
• Transition planning
• Merger integration
• Post acquisition analysis