TRANSACTION EXPERTISE AND EXPERIENCE MATTER. Francis’s Transaction Advisory Services Group has a long history of guiding PE firms, family offices, fundless sponsors, investment banking firms, and middle-market companies through complex mergers, acquisitions, carve-outs and corporate formations, in the United States and abroad. Our team provides the dealmaking community with informed insights throughout the transaction lifecycle, including:
Information gleaned from a rigorous due diligence process enables buyers and their lenders to know exactly what they’re acquiring. It can help sellers build trust and facilitate a smoother transaction by presenting buyers with transparent financial data and other information – corporate records; financial, supplier and vendor information; existing agreements; etc. – that confirms the buyer’s decision to buy. In fact, after preparing their own due diligence report, a seller may decide to raise the asking price.
Integration is an unbelievably complex undertaking, and no two integration strategies, processes or structures will be identical. The right integration strategy and structure for your transaction depends entirely on the transaction type, the cultures and processes of the organizations coming together, and careful attention to the diverse needs of customers, employers and other stakeholders.
This includes changes to the new entity’s management team, eliminating redundant processes and functions, combining and improving IT, financial reporting, tax, sales and other processes identified during the pre-close due diligence process, and more.
Our clients take comfort knowing Francis is on top of the latest tax issues dealmakers face in an everchanging regulatory environment. Francis’s transaction tax professionals have strong relationships with private equity (PE) firms, lenders, insurers, and legal advisors. We’re active in the communities we serve, whether as a sponsor of the Association for Corporate Growth (ACG) or co-hosting Deal Day events that bring the PE and investment banking communities together.
Chances are, the deal you are about to undertake will have serious ramifications for your company’s future. Put the right team in your corner
