Mergers
& Acquisitions
Our
M&A practice has a record of success across a wide range
of industries, involving many complex transactions ranging
from $5 million to $400 million. We provide a full range
of financial advisory services in connection with mergers,
acquisitions, restructurings, joint ventures, divestitures,
exclusive sales, spin-offs, and leveraged buyouts.
Our
professionals work diligently to advise our clients. Our
diverse M&A experience gives us the perspective of buyers,
sellers, and stakeholders with respect to accounting, tax,
financial, and organizational issues in M&A transactions.
Click
here for a partial list of VC Funds and Private Equity Funds
with investments in clients for which HA&W currently
provides audit and tax services.
As part
of our M&A services we:
- Perform
general financial due diligence.
- Audit
the historical financial statements of acquired companies.
- Work
closely with the client and their legal teams with respect
to 8K and other securities filings, if necessary.
- Advise
on proper accounting methods and adjustments.
- Review
and advise on acquisition agreements from the perspective
of accounting, business, tax, retirement plan, and organizational
issues.
- Create
pro forma financial statements for combined entities.
- Review
tenant leases, including both financial and non-financial
data, providing a summary of leases with important terms
highlighted. If necessary, we perform audits of expense
to recover items from the landlord.
- Conduct
due diligence reviews of qualified and non-qualified retirement
plans, including review of retirement plan financial statements
and compliance tax returns (e.g. 5500)
- Perform
varying levels of organizational consulting, including
review of duplicity of personnel as a result of an acquisition,
as well as conducting training to integrate multiple organizations.
- Perform
cost segregation studies for tax purposes, even in a stock
purchase transaction, and, if appropriate, accelerate
depreciation, making the property purchased more valuable.
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