Accelerate Your Opportunities

Whether buying, selling or valuing a business, successful mergers and acquisitions require a keen awareness of all options in order to maximize value and minimize risk. Information is your most important asset for any transaction. Whether you are a buyer, lender or seller, we can provide due diligence and other services to support your decision-making across a wide range of transactions. That’s why choosing the right professionals to perform due diligence is crucial to the success of your acquisition. We are an analytical, business-minded, and results-oriented team with deep transactional experience and expertise.

Our Transaction Advisory Services (“TAS”) Group averages approximately 40-50 transactions per year, and has established a national reputation from successful buy- and sell-side due diligence projects.

  • Private equity firms
  • Mezzanine / subordinated debt lenders
  • Public companies
  • Strategic buyers

The typical transaction we are involved in generates annual EBITDA between $5-$10M; however, we have worked on transactions above and below these thresholds. We pride ourselves on our ability to focus on risk areas and provide cost-effective responsive service. World class service does not mean top costs for services. By customizing our services to your needs, we identify not only what is necessary to provide top level service, but also plan the most efficient way to deliver those services.

How we can help

Our transaction professionals help private equity and strategic buyers and sellers increase value through thoughtful transaction structuring as well as being able to identify and mitigate potential risks before they arise. In order to serve your acquisition needs, we combined our transaction-related services into one practice. This provides you with a single point of contact and improved depth of resources. Our interdisciplinary team is made up of partners and managers. In addition, because each engagement is unique, BMF ensures that well-trained and appropriately skilled professionals with applicable industry specializations are assigned to the team. Your team may consist of professionals who specialize in:

  • Core due diligence (including quality of earnings)
  • Seller Readiness
  • Accounting systems / information technology
  • Process improvement
  • Employee benefit plans
  • Multi-state and international tax
  • Corporate finance and financial analysis
  • Proforma Projections
  • Carve-out analysis
  • Synergy analysis
  • Audit readiness
  • GAAP compliance
  • Purchase price allocations
  • Internal rate of return analysis

With extensive experience in manufacturing, distribution, transportation, construction, engineering, service firms, and technology companies, our financial analysts and valuation specialists can also assist you in analyzing and structuring an acquisition. We can help with:

  • Assistance in the development of realistic and reasonable assumptions to use in preparing pro forma and project financial results
  • Valuation assistance to determine if deal pricing is appropriate in the circumstances
  • Review of representations and warranties to determine if they are reasonable, achievable and fair in light of the proposed transaction

A Tailored Service Model

The BMF Transaction Advisory Services Group takes a methodical approach to due diligence projects with a phased program structured and thoughtfully tailored to the specific project at hand. Because every engagement is different, we customize each approach to meet the client’s needs.

Of course, a successful due diligence project can only be achieved if everyone’s expectations are met – at every step of the way. Our people are trained in project management and are committed to timely communication to ensure the project stays on course. Weekly “all hands” meetings or calls are essential to keeping everyone informed. Various aspects of the engagement communicated in these meetings or calls include:

  • Coordination of schedules/practice disciplines
  • Weekly status reporting
  • Progress to date
  • Costs to date
  • Needs analysis
  • Expectations
  • Deal assessment/re-evaluation

Post-Merger Services

Once the target has been successfully acquired, integrating the acquired company becomes a priority. We have assisted numerous companies with successful post-merger integration projects including:

  • Transaction cost analysis
  • Data mapping and transfer
  • Information system implementations
  • Process improvement implementation
  • Resource/staffing/placement
  • Synergy assessments/cost reduction plans
  • Return on investment analysis
  • Purchase price allocation

Practice Leaders

Mark B. Bober

Partner & Practice Leader

Steve C. Swann

Partner

Akron Office



330.762.9785
Directions

Cleveland Office



216.373.2500
Directions

CONTACT US TODAY TO START DISCUSSING YOUR OPTIONS

 

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