Buying or selling a company or a division is a major strategic inflection point in a company’s lifecycle that cannot be taken lightly. At Aprio, our Transaction Advisory team is here to guide you through the process. Our dedicated transaction specialists leverage their breadth of domestic and international experience to help you through all stages of the transaction lifecycle, from pre-transaction ideas through post-transaction value realization.
Aprio advises private equity funds, middle market companies and large corporations with middle market investments in transactions up to $250 million. Our clients receive the benefit of Big Four experience, delivered with personalized service and senior-level attention specifically crafted for the middle market.
At Aprio, we believe that value in any M&A consulting process is predicated on having the right strategy, the correct pricing, the right terms and a value capture strategy that maximizes post-transaction potential.
Aprio’s transaction advisory services go beyond routine due diligence to provide an independent perspective on your transaction, identifying obstacles and opportunities for higher ROI. Our integrated approach and attention to detail focus on optimizing outcomes throughout the transaction lifecycle.
Our goal is to provide the guidance and support you need to understand your options to ensure that you have the intelligence to make the best business decision for your company and stakeholders. Maximize the value of your next transaction with the guidance of a team of objective Aprio transaction advisory experts.
A well-crafted strategy addresses where you are today and where you want to go, from both a corporate and shareholder perspective. This allows you to be proactive with possible acquisition and divestiture opportunities that can enhance long-term shareholder value.
At Aprio, we listen to you and provide the advice you need to use capital and transactions to create value. We have deep experience in helping clients understand their optimal path to inorganic growth and how to structure transactions to meet their goals. Our pre-transaction services include:
Transaction strategy– Realize your corporate and personal ownership goals by articulating the details of your growth strategy and how they can create lasting shareholder value. Aprio advisors will work closely with you to:
Transaction preparation– Whether you are a buyer or a seller, transactions create a litany of questions that require solid answers. Aprio will assist you to fully understand and prepare your answers by helping you:
Making informed decisions based on hard facts is the best way to maximize the value of your transaction. We go well beyond routine financial due diligence to provide an independent perspective on your transaction that identifies optimal tax structures, “deal breakers” and opportunities for higher ROI.
At Aprio, we work with our clients to understand the connection between technology and the business’ current and future operations. From system compatibility to
past cyber events and information risks that could compromise sensitive data and intellectual property, we provide comprehensive cybersecurity and IT due diligence to identify potential risks that can impact value.
Whether you are a private equity fund acquiring an add-on for your portfolio or a company acquiring a competitor for growth, Aprio can provide the continuity to plan and manage the post-transaction integration process.
Developing a plan to realize synergies and determining the deliverables, their deadlines and who is responsible for each work stream can be daunting for even the largest of corporations with dedicated integration teams. For middle-market companies, it can be overwhelming. Our M&A consulting experts prepare and guide you through the integration, and make sure that you have consistent and accurate advice for on-going accounting and tax planning.
Integration advisory– Aprio can support you in the management of the integration process and synergy realization post-transaction. We leverage years of integration experience and success to help you reach your acquisition goals, both financially and operationally.
Post-transaction tax and assurance– From tax preparation to assurance services and purchase accounting, Aprio uses the comprehensive data compiled during the business due diligence process to ensure that tax liabilities and risks are mitigated post-transaction. We work with you to:
At Aprio, you will work with a dedicated transaction team with Big Four experience, delivering service with personalized attention. As one of the largest IT, tax and financial due diligence practices of any regional accounting firm, Aprio will arm you with the right strategy to proactively pursue acquisitions and divestiture opportunities with confidence.
Since 1952, clients throughout the U.S. and across more than 40 countries have trusted Aprio for M&A consulting and other guidance on how to achieve what’s next. As a premier, CPA-led professional services firm, Aprio delivers advisory, assurance, tax and private client services to build value, drive growth, manage risk and protect wealth.
From crafting an optimal capital structure, understanding implications of your strategic options to maximize shareholder value, Aprio’s M&A consulting experts can help you reach both your corporate and personal ownership goals. Gain an informational edge to set pricing and terms and gain access to the most experienced outside advisors, from investment bankers to legal counsel and lenders.
Whether you are a buyer or a seller, a transactional specialist from Aprio can provide a sound understanding of industry trends and peer performance, and analyze and quantify potential synergies in a transaction, arming you with sound analysis to support transaction value.
Aprio analyzes the quality of earnings, EBITDA and working capital through financial statements, auditor work papers and discussions with executive management. We look at the financial trends that impact management’s forecast and financial models and analyze the risks of the business.
As a buyer, Aprio will help you gain an understanding of your target’s tax profile. We identify opportunities for tax efficiencies and quantify potential tax risks, ensuring that tax exposures are considered in transaction documents. As a seller, we work to identify and remedy tax risks to safeguard the value of your business.
Aprio advises buyers, on how to structure transactions for maximum ROI. Assessing your existing financial structure and needs as a buyer, we identify restructuring opportunities to lower your tax burden. As a seller, we help you ensure that your company’s financial structure is as attractive to investors as possible.
Aprio works with you to help reduce your costs and increase your company’s efficiency by maintaining and mitigating risk within existing IT systems.
In addition to helping you identify potential synergies prior to and during a transaction, Aprio can support you in the management of the integration process and synergy realization post-transaction.
From tax return preparation to audits and purchase accounting, Aprio uses the comprehensive data compiled during due diligence to ensure that tax liabilities and risks are mitigated post-transaction to ensure a healthy transaction lifecycle.
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