Mergers & Acquisitions
We help our clients successfully acquire or merge with other firms. Once we understand your objectives, we will find you the right merger partner or firm for you to acquire. If you are looking to sell your firm, we will find the right firm to acquire you. Then, we can help you get the deal done. We are also experts on culture and personality. This enables us to evaluate the softer aspects of possible firm combinations and advise you of risks that are often not apparent. This analysis brings confidence to a deal and sets the stage for successful post-deal integration.
Our expertise at finding merger partners extends to all types of accounting and advisory businesses. This includes traditional services such as audit and tax; related services such as private client, family office, M&A due diligence and litigation support; and advisory services such as business advisory services, IT services, cyber security, investment banking and corporate finance – critical service additions in light of the potential erosion of fees in traditional areas expected to be impacted by IT automation. As experts in advisory service firms, we are able to educate you on these services, including risks and benefits, and find you the right merger partners.
Because of our business strategy expertise, we are able to assist you with organization design for the merged firm as well as developing a go-to-market strategy that will allow you to have a fast start to market after the merger.
As strategic advisors, we act as a sounding board and guide to Managing Partners who are faced with the challenge of guiding the firm to a successful future. To survive, the firm needs to grow and sustain profitably. Daily, Managing Partners navigate the tension between driving organic growth and growing by acquisition. The first path depends on more focused partner execution. The second stretches management capacity and threatens cultural consistency. They also struggle with the disparity in partner abilities — only about a third are top performers. And they regularly deal with the difficulty of getting partners to retire when scheduled, transitioning their clients, as well as managing the cost of their pensions. Having one of our industry experts as a strategic advisor can make a big difference in helping Managing Partners deal with these challenges.