M&A Transaction Support
Getting The Deal Done Right
The ability to effectively carry out a transformational event, such as an acquisition, merger, or divestiture, plays a crucial role in enhancing an organization’s value. Successfully navigating through a deal is the realization of a growth strategy and sends a powerful message about the organization’s direction. Achieving deal success necessitates adept handling of challenging transaction accounting and reporting to mitigate unexpected results.
Transaction Accounting
CFGI offers M&A transaction accounting assistance to aid organizations in opening the books for a newly acquired business and establishing effective financial reporting. This transition is often intricate and requires experienced transaction accounting specialists who thoroughly understand the requirements and regulations involved.
Our transaction advisors at CFGI bring extensive experience in transaction accounting and reporting. This expertise, coupled with financial experience on both the buyer and seller sides of a deal, minimizes disruptions, allowing organizations to stay focused on executing their business strategy. We provide support throughout the deal life cycle, from pre-acquisition due diligence to deal closing and day-one onboarding.
CFGI’s transaction accounting support encompasses:
- Closing balance sheet preparation (Cash-to-accrual basis accounting, net working capital true-up)
- Opening balance sheet preparation (purchase accounting)
- ASC 805 business combination technical accounting memos
- Valuation services – purchase price allocation, intangible and tangible assets, contingent consideration
- Accounting policy optimization
- SEC significance test calculations
- Preparation of carve-out financial statements
- Acquisition Form 8-K preparation
- Pro forma financial information
- Financial statement disclosure preparation
- Audit readiness and support
Due Diligence Support
We initiate the process with due diligence, analyzing key opportunities and validating financial, commercial, operational, and strategic assumptions. Our financial and tax advisors can assist with:
- Quality of earnings and pro forma EBITDA analyses
- P&L trend analyses and operational reviews
- Balance sheet and working capital trend analyses
- Purchase accounting considerations
- Off-balance sheet and contingent obligation identification
- Purchase contract reps, warranties, and indemnifications considerations
- Identifying tax exposures
- Advising on tax-efficient transaction structures
- Assessing operations and technology capabilities
- Identifying and assessing IT improvement projects
- Identifying and quantifying potential one-time costs
- Assessing planned levels of IT capital expense (CAPEX) and operating expense (OPEX) to support growth
Acquisition Integration
Post-transaction, CFGI continues to act as an extension of your team during integration, lending its experience and expertise in areas such as:
100-day integration planning
Stand-up of finance and accounting operations
TSA planning and management
Budgeting and cash flow forecasting
Treasury management
Working capital management
Financial reporting
Financial planning and analysis
Our highly experienced transaction accounting specialists ensure that all transformational business transactions proceed seamlessly by providing comprehensive support before, during, and after execution.
Connect With Our Leaders
Chris Nyers
Partner
(518) 852-3926
cnyers@cfgi.com
Shawn Assad
Partner
(617) 780-8742
sassad@cfgi.com
Barry Smith
Partner
(610) 420-6635
bsmith@cfgi.com
Matthew Estadt
Partner
(215) 284-0535
mestadt@cfgi.com
Michael Lutz
Partner
(570) 856-3594
mlutz@cfgi.com
