Strategic Growth Advisory

M&A Support When and Where You Need It

Capital Transactions such as the sale of your business or the opportunity to acquire a competitor often find companies when they are least prepared.  The most effective transactions are highly strategic and planned well in advance of an actual event.  Companies turn to Windham Brannon’s highly experienced Strategic Growth Advisory Practice to help navigate the complexity of planning and executing on a company sale or acquisition.  Our team has successfully closed nearly 100 M&A deals with a cumulative value of $4 billion across the world. Our decades of experience have helped guide clients through corporate finance matters, transaction tax implications, post-transaction integration, and accounting implications on both buy and sell-side transactions. For years, successful companies have turned The Strategic Growth Practice to provide strategic and execution expertise to support an acquisition, expansion to new and exciting markets or help in managing explosive growth.

PRACTICE LEADERS

Our team of advisors supports family businesses, top-performing private equity firms, boards and M&A professionals with complex transactions and post-deal integration support.

Tom Leahey
Principal, Advisory

Phone: 678-510-2848

tleahey@windhambrannon.com

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If you’re the seller, you may need to produce three years’ worth of audited financial statements prior to securing funding or closing a deal. If you’re the buyer, you may need assistance vetting the accuracy and completeness of financial statements as well as post-transaction support establishing accounting methods and controls. No matter the situation, Windham Brannon provides high-level support for audit preparation and management; development of proper accounting systems and control mechanisms; conversion to GAAP standards; high-impact reporting; technology and process assessments; and dynamic dashboarding.

Evaluating potential investment opportunities and how to maximize corporate growth means making decisions when you don’t have all the answers. Windham Brannon works to minimize the risks inherent in M&A transactions with experience in direct banking, treasury management, and corporate finance across the capital structure. Specifically, we develop budget forecasting, transaction-specific modeling, lender-compliance reporting, and conduct stress tests according to strategic mandates.

As in any situation, you want to know what you’re buying or who you’re selling to. In corporate M&A, the theory is the same, but the stakes are much higher. Financial due diligence is imperative to understand how the financial statements are interpreted and prepared, and includes revenue recognition, quality of earnings, working capital, and fixed assets capitalization. Tax due diligence, another key piece of vetting targets and preparing a company for sale, can include verifying tax basis adjustments, tax filings, tax expenses, as well as ensuring the tax documentation is accurate and complete.

 

What are your goals for this transaction, and how can appropriate tax strategies get you there? From structuring the deal to achieve optimum tax treatment to forecasting how and when proceeds from the deal will hit the income statement, our specialized tax services help you see all angles of a potential deal. Historical tax analyses, tax-efficient deal structure advice, and ongoing tax support for partners and investors can minimize the risks present in any transaction.

Both high growth and strategic companies turn to Windham Brannon for its decades of transaction experience. Our Strategic Growth Advisory Team has closed one hundred transactions over the years amounting to a cumulative value of roughly $4 billion. Let us help you understand the complexity of M&A deals including tax, accounting matters, and the complexity that accompanies capital transactions. Learn More

How much is the business worth?  To the seller, it’s everything; to a buyer or private equity firm, it’s a number based on well-documented research and analysis from an independent, objective appraiser. Windham Brannon’s Valuations team has earned specialized industry credentials as accredited business valuation and senior appraisers, which means we’re well-qualified to handle complex valuation issues concerning businesses, intangible assets, partnership agreements and other business interests, as well as estates, trusts, and other assets.

Services

How can you tell if a potential business deal will produce a valuable return on investment or end up costing you in wasted time, unwelcome surprises, and missed opportunities? With expert strategic growth consultants to help position you for success, you will be more prepared to meet the nuances of any size transaction. We work with middle-market companies and their owners, partners, and investors to structure M&A deals at the intersection of corporate finance, corporate development, tax, and accounting. From pre-planning to post-transaction advisory, count on us to guide you.



 
 

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