Mergers & Acquisitions

Try our dedicated M&A approach 

Companies must seek the benefits of scale, and the fastest path to growth is through mergers and acquisitions. Don’t try and go at it alone. The road to a successful M&A transaction is filled with unexpected turns. Let BSW & Associates, LLC help you bolster your company through a successful M&A transaction. From origination through due diligence, you’ll want someone on your side that’s been at the table. We’ve facilitated multiple M&A transactions within the market and are ready to help you buy another firm or sell your company. Those not acting on strategic acquisitions can run the risk of being left behind competitively. Our creative business acumen helps clients fully maximize the potential of their deals. Our clients value the sense of "partnership" that we bring in executing their transactions. They can expect an approach that assembles the best of the firm to advise and run deals, of any level of complexity or profile, smoothly. Our experience reflects our distinguished client base. We are the trusted advisors to many private equity funds and other investors on their most strategic and transformational deals.

What our M&A Services can offer your business

Expert Guidance from introduction through transaction completion

Our team has installed processes, policies, and procedures that can be customized for the acquired assets. Members of our team also have expertise in integrating appropriate internal controls into their processes, policies, and procedures developed ensuring a robust and scalable solution with Sarbanes-Oxley compliance when applicable. BSW & Associates management team members engage at the start of the project to initiate financial due diligence and settlement statement assessments, integration activities, and documentation of processes, policies, and procedures. We possess the acumen and understand that management capability is the differentiator that allows us to add consultants throughout the project as needed for all phases.

Due Diligence and Financial Assessment

In the M&A process, due diligence allows the buyer to confirm pertinent information about the seller, such as contracts, finances, and customers. By gathering this information, the buyer is better equipped to make an informed decision and close the deal with a sense of certainty. Every M&A deal is unique -- and the depth of due diligence needed on a specific topic will vary depending on the company and the dynamics of the deal. Still, there are certain due diligence matters that are generally included in transactions. Below are nine areas of due diligence that are generally addressed:

• Corporate Structure & General Matters
• Taxes
• Strategic Fit
• Intellectual Property
• Material Assets
• Contracts
• Employees and Management
• Litigation
• Compliance and Regulatory Matters

Settlement Statement Analysis

Unless otherwise commercially agreed to, the settlement statement has a dollar-for-dollar impact on the purchase price, and buyers and sellers must dedicate time and effort to prepare and review this pricing statement or risk leaving significant value on the table. After legal closing, a purchase price true-up occurs calculated as the difference between (1) the estimated closing statement (i.e. estimated cash, indebtedness, working capital, and seller transaction expenses), which is prepared by the seller prior to closing, and (2) the final closing statement (and each component thereof), which is measured as of the closing date but typically prepared by the buyer 60 to 90 days after closing.

A great settlement statement analysis can protect and enhance the value of the deal.

Business and Technology Assessment (B&T)

Every M&A process needs a business and technology assessment. A clear understanding of current IT operations and processes (whether you are buying a business or acquiring one) is imperative to the success of your transaction business. A technology assessment is the first step. BSW & Associates provides an in-depth examination of a business's IT environment and its viability for the cloud. You need a clear understanding of the current IT operations to reveal whether you will be fixing a problem in the future or evaluating the need and resources required as you inherit new technology, In either case, changes to your environment can be more impactful if you have a clear understanding of IT operations and processes. Our assessment roadmap identifies viability and helps you better understand:

• How to prioritize plan and budget potential technology changes for maximum impact
• Which platforms the business you are selling or acquiring should be leveraging
• Which industry standard best practices are practical for your technology systems