To effectively complete a merger or acquisition, any buyer (and seller) must consider the level of due diligence necessary to protect their interest. Marcum provides a range of merger and acquisition services to public companies and privately-held businesses. Whether the client is interested in pursuing the sale of all or part of its business, or in making a strategic acquisition, Marcum’s focus is on managing the process to a successful conclusion to enhance shareholder value.

We can support you through the transaction cycle with the effective and efficient delivery of the following services:

Planning

• Assist in evaluating the deal
• Analyze the value and risk drivers
• Assist in the execution of the Letter of Intent ("LOI")

Due Diligence

• Provide the following services:
  • Financial Services
  • Tax Services
  • Benefits Services
  • Markets and Competitors Services
  • Operations and Technology Services
• Identify deal breakers

Structuring

• Help structure the deal
• Provide accounting advice
  • Impact of transaction on ongoing accounts
  • Goodwill
  • Debt or equity
  • Cost of restructuring and integration
  • Push down accounting
  • Recap accounting
  • Merger accounting

Negotiations and Closing

• Provide sale and purchase agreement advice
• Dispute resolution and completion accounts
• Significant closing mechanisms
• Price adjustments
• Closing and completion account mechanisms
• Preparation and audit of completion accounts
• Resolution of price disputes

Post-Closing Assistance

• Provide audit, review or compilation services
• Provide tax services