Transaction Advisory Services

Known for our ability to quickly understand the desired goal and get it done right the first time, the experienced professionals from the Tronconi Segarra & Associates Mergers & Acquisitions team can be trusted to provide the appropriate strategic direction needed to maximize your deal value, minimize risk for all stakeholders and achieve an efficient and swift closing. Our proven expertise in providing our M&A clients (private equity firms, brokers, attorneys, public and private companies) with significant added value has earned us both respect and the ultimate compliment – repeat business.

Buy-side services include:

  • Quality of earnings analysis
  • Deal structuring & contract assistance
  • Financial and transaction modeling
  • Pre-deal evaluation
  • Purchase price dispute services
  • Purchase accounting
  • Post-transaction compliance
  • Valuation support and analysis
  • Evaluation of tax position of target
  • Integration into buyers' tax structures
  • Tax modeling of integrated business

Sell-side services include:

  • Divestiture strategic planning
  • Data room establishment
  • Deal structuring & contract assistance
  • Financial and transaction modeling
  • Preemptive due diligence
  • Purchase price dispute services
  • Post-transaction compliance
  • Valuation support and analysis
  • Structuring for tax minimization
Recent Notable Transactions
        Industry Aerospace
        Client Size $2 billion annual revenue
        Deal Size $50- $400 million
        Counterparties Public & Private Companies
        Services Numerous buy-side transactions
        Result Tax structuring ideas resulted in millions in tax savings

        Industry Manufacturing
        Client Size $140 million annual revenue
        Deal Size $135 million
        Counterparties Private equity
        Services Buy-side structuring
        Result Identified $1MM in savings through effective tax structuring

        Industry Health Care Services
        Client Size $100 million annual revenue
        Deal Size $120 million
        Counterparties Private Equity/Public Cos.
        Services Sell-side preemptive due diligence
        Result Identified significant accounting adjustments not previously identified by outside accountants. Our work resulted in better quality financial information provided to prospective buyers.

 

TSACPA