BWK Transaction Advisory Services Offerings and Solutions

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

IdentificationEvaluation ➝ Execution ➝ Post-Transaction Optimization & Maximization ➝ Divestiture / Sell-side

Buy-side Services

Identification Evaluation Execution Post-Transaction
Optimization & Maximization
  • Strategy
  • Transaction Sourcing Support
  • Introductions to Potential Sellers
  • M&A Process Optimization
  • Buy-side Project Management
General
  • Due Diligence – Financial, Accounting, Tax, HR, Commercial
  • Financial Modeling and Valuation Support
  • Forecast Sensitivities Analysis
  • Commercial and Financial Analysis (Customers, Products, etc.)
  • Synergies Assessment Support
  • Prepare Report of Key Findings
Financial / Accounting
  • Quality of Earnings Analysis
  • Net Debt & Debt-like Items Analysis
  • Net Working Capital Analysis
  • Quality of Net Assets
  • Income Statement Analysis
  • Balance Sheet Analysis
  • Capital Expenditures Analysis
  • Free Cash Flow Analysis
  • Technical Accounting Matters
  • Pro-forma Financial Information
  • Assessing Seller’s Quality of Earnings Analysis / Sell-side Report
Tax
  • Tax Matters and Considerations
  • Tax Structuring
  • State and Local Tax Landscape and Issues
HR and Operations
  • HR Readiness and Day 1 HR Planning / Checklist
  • Operational Analysis and Planning (Day 1 and Day 100)
  • Negotiations Support
  • Purchase Agreement Commentary and Support
  • Preparation of Post-Closing Purchase Price / Net Working Capital Mechanism
  • Preparation of Post-Closing Earn-out Mechanism
  • Preparation of Tax Purchase Price Allocation
  • Transition Services Analysis
  • Provide Report to Authorized Stakeholders
  • Discussions with Buyer’s Lenders and Insurance (R&W, etc.) Providers
  • Post-Closing Purchase Price / Net Working Capital True-up Calculation Analysis
  • Post-Closing Earn-out Calculation Analysis
  • Transition and Integration
  • Performance Improvement
  • Portfolio Monitoring
  • HR and Operational Optimization
  • Synergies Evaluation and Tracking
  • Financial Statement Services (Audits, Reviews, Compilations, 401(k) Plan Audits, Personal Financial Statements)
  • Tax Services (Tax Planning, Tax Structuring, Tax Return Preparation / Compliance, Negotiations with Tax Authorities)

Sell-side Services

Identification Evaluation Execution Post-Transaction
Optimization & Maximization
  • Strategy
  • Introductions to Potential Buyers
  • M&A Process Optimization
  • Divestiture Project Management
General
  • Due Diligence – Financial, Accounting, Tax, HR, Commercial
  • Financial Modeling and Valuation Support
  • Commercial and Financial Analysis (Customers, Products, etc.)
  • Transition Services Analysis
  • Stranded Costs Analysis
  • Carve-out Assistance
  • Prepare Parallel Analyses for Financial and Strategic Buyers
  • Prepare Report of Key Findings
  • Provide Key Information to Seller and Seller Advisors (Investment Banks, Attorneys, etc.)
  • Dataroom Preparation Support
Financial / Accounting
  • Quality of Earnings Analysis
  • Net Debt & Debt-like Items Analysis
  • Net Working Capital Analysis
  • Quality of Net Assets
  • Income Statement Analysis
  • Balance Sheet Analysis
  • Capital Expenditures Analysis
  • Free Cash Flow Analysis
  • Technical Accounting Matters
  • Pro-forma Financial Information
Tax
  • Tax Matters and Considerations
  • Tax Structuring
  • State and Local Tax Landscape and Issues
HR and Operations
  • HR Separation and Day 1 HR Planning / Checklist
  • Operational Separation Analysis and Planning (Day 1 and Day 100)
  • Negotiations Support
  • Purchase Agreement Commentary and Support
  • Preparation of Post-Closing Purchase Price / Net Working Capital Mechanism
  • Preparation of Post-Closing Earn-out Mechanism
  • Preparation of Tax Purchase Price Allocation
  • Transition Services Structuring
  • Discussions with Potential Buyers and Buyer’s Advisors
  • Prepare Updates to Key Analyses, Report and Dataroom Information
  • Post-Closing Purchase Price / Net Working Capital True-up Calculation Analysis
  • Post-Closing Earn-out Calculation Analysis
  • Support Operational Separation Transition to Buyer
  • Implement Day 100 and Future Sate of Seller / RemainCo
  • Portfolio Monitoring
  • HR and Operational Optimization
  • Financial Statement Services (Audits, Reviews, Compilations, 401(k) Plan Audits, Personal Financial Statements)
  • Tax Services (Tax Planning, Tax Structuring, Tax Return Preparation / Compliance, Negotiations with Tax Authorities)

Other Services

  • Purchase Price / Net Working Capital True-up Dispute Analysis and Support
  • Earn-out Dispute Analysis and Support
  • Forensic Auditing / Accounting
  • Succession Planning
  • Due Diligence for Lenders
  • ESOP Advisory Services
  • Internal Control Reviews
  • Internal Business Function Reviews
  • Business Process Redesign Analysis
  • Negotiations with Lending Institutions
  • Human Resources Support and Outsourcing

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