Transaction Advisory Services

Though merger and acquisition (M&A) transactions promise new growth and opportunity, the reality is that capturing and sustaining the expected deal value requires hard work and discipline. From M&A strategy advice through due diligence and post-transaction integration, achieving success takes a practical and executable approach along with planning and focus that eliminate any chance of unnecessary surprises. We understand this because we have bought and sold businesses for many years as company executives, business owners and trusted advisors.

Services for the Entire Deal Lifecycle

In our experience, it’s critical to be able to look at M&A transactions from a holistic perspective to see how all the various pieces fit together. Hein’s suite of transaction advisory services supports you over the full lifecycle of your deal, on either the buy-side or sell-side. We consider ourselves part of your team, taking the time to fully understand your objectives and all aspects of the deal, from accounting and tax issues to operating concerns to managing risk, and then tailoring our suite of services to your specific needs and circumstances. Whether a transaction is large or small, simple or complex, we can help it reach its full potential.

Our multi-disciplined professionals provide expert advice and assistance from the point of developing M&A strategy and assessing the strategic fit, risks, and opportunities of potential targets through post-transaction integration. We add deal expertise to practiced accounting, audit and tax services throughout the life of the deal and, in many cases, beyond the deal.

Your Hein team goes beyond traditional accounting and financial analysis and reporting to provide advice on a range of issues such as:

• Assessing key assumptions underlying the deal
• Evaluating the historical and forecasted performance of the target business
• Assessing performance improvement opportunities
• Negotiating favorable deal terms
• Determining the optimal tax structure for the deal and any federal, state, local and international tax exposures and opportunities
• Performing rigorous due diligence (both buy-side and sell-side or reverse due diligence) on not just the financial and accounting aspects of the deal, but due diligence on the tax, operational and information technology aspects as well
• Assessing internal controls, processes and systems
• Managing risk and compliance
• Providing a post-transaction integration plan

Internal Strength and Powerful Connections

Hein’s professionals offer a combination of accounting, business, market, and technical expertise and experience. This enables us to look below the surface of a deal at myriad factors to see what’s working and what isn’t. With both breadth and depth of knowledge, we help you learn faster and act sooner in deciding what to prioritize, where to allocate resources, and when to adapt. By helping you focus on the right things at the right times, we help you achieve your deal objectives.

When specialized insight or assistance is needed, we draw on the expertise of our broad network of professional relationships with law firms, investment banks, commercial banks, private equity groups, sources of debt and equity capital, insurance brokerage firms and others in fields relevant to creating deal success. These immediate and trusted connections enable us to keep the deal momentum going—getting the deal done faster and getting it done better.