Introduction to BWK Transaction Advisory Services

BWK Transaction Advisory Services provides integrated services to Buyers and Sellers throughout the full spectrum of the M&A transaction lifecycle…

IdentificationEvaluationExecution à Post-Transaction Optimization & MaximizationDivestiture / Sell-side

BWK Transaction Advisory Services team

  • Experienced personnel with “Big 4” and national / global firm experience
  • Fully-dedicated M&A employees (unlike most CPA firms)
  • Experience working on domestic and global transactions of all sizes ($1 million to $250+ million) with both financial (e.g., private equity) and strategic (e.g., corporate) stakeholders
  • Expertise with navigating through challenging aspects of a transaction that encompass deal issues specifically related to financial, accounting, tax, and HR issues or concerns
  • Expertise with transactions of all types, including acquisitions, divestitures, recapitalizations, carve-outs (with and without audits), mergers, joint ventures, post-Closing services (NWC true-ups, earn-outs, disputes), restructurings, sourcing
  • Extensive network of M&A stakeholders

BWK Transaction Advisory Services key solutions and offerings

  • Include due diligence (financial, accounting, tax, HR, commercial), tax structuring, negotiations support, HR operational readiness & Day 1/100 planning, post-Closing services, strategy, dispute resolution, project management, compliance services (audits, reviews, tax filings)
  • Provide Buyers and / or Sellers a view of the normalized, pro-forma view of the target company’s financials
  • Help a Buyer and its management team analyze and assess the company while preparing for Day 1 ownership
  • Help prepare a Seller, target company management team, and Seller’s advisors (investment banks, attorneys, etc.) for a company sale by analyzing the financial performance, assessing an optimal tax structure, and organizing / preparing financial information for a Buyer
  • Prepare key analyses (Quality of Earnings, Net Working Capital, Net Debt & Debt-like Items, Tax Structuring, etc.) used to facilitate negotiations for the transaction and purchase agreement
  • Are complementary to services provided by investment banks and brokers

BWK Transaction Advisory Services approach and experienced team will…

  • Help you reduce distractions, delays, and negative surprises during your transaction
  • Help you increase visibility for key value drivers, understanding of key deal issues, deal speed, and certainty of deal closing
  • Help you on buy-side transactions to evaluate the proper deal value by being proactive with identifying key deal issues
  • Help you on sell-side transactions to obtain higher overall deal value by being a more prepared seller
  • Help you with negotiations of key while avoiding common pitfalls in M&A transactions