Every transaction, no matter what its size, is key to the growth or succession of a business. But a successful transaction is one based on making the right decision where all pertinent facts have been considered – from ensuring the end result is always kept in sight, be it growth, higher profitability, improved market share or competitive edge, through to minimising the associated risks inherent in any transaction.
Our transaction advisory services are as comprehensive as any firm’s. It is the care with which we deliver them that differentiates us. Your success is behind everything we do at Baker Tilly. This is why we tailor our services to your needs, why we provide you an experienced, proven team and most importantly why we push to deliver optimal outcomes for you.
Transaction advisory services are broken down into 4 key areas:
- Valuations and Business Modelling
- M&A Advisory
- Transaction Services
- Restructuring Services
Valuations and Business Modelling
Although thoroughly analysing the quantitative aspects of a business is important, a good business valuation also incorporates qualitative analysis of the business, the industry and the economic conditions in which the business operates.
Recognising that a valuation is as much an art as it is a science, with many nuances involved in determining a value, we are here to assist our clients by employing the valuation techniques most appropriate to the specific situation, with our work differentiated by our understanding of the economics of the underlying businesses to offer value added advice.
Our business modelling professionals will guide you through the process of reviewing and building your activities to improve your strategic plans and results
Mergers and acquisitions are always accompanied by high expectations and at the same time fear. Studies have shown that more than half of all deals fail, however, M&A is an integral part of any company’s long-term value creation strategy. The primary purpose of M&A is not to grow big fast, but for companies to do what they do best.
The key to M&A is care, diligence and skill. We take the time to understand your circumstances, explore what success looks like to you and identify potential transaction issues and opportunities. We then build a strategy that will deliver the outcomes you’re looking for and skilfully execute the plan.
Our objective is to offer our clients a disciplined approach to deal making and bring our expertise to all elements of the deal value chain, including:
- Acquisition strategy
- Divestiture strategy
- Post-merger integration
Our clients know we will help them stay ahead of the competition and take full advantage of growth opportunities to expand their business and increase their wealth.
They rely on us to ensure their acquisitions are strategic and successful, bringing immediate synergy benefits both through increased revenue or reach and reduced costs, reflecting that a business has been bought at the right price.
We can support you through the transaction cycle including:
- Financial due diligence
- Tax due diligence
- Operational due diligence
- Independent Business Review
- Debt restructuring
Ensuring the capital structure of our clients’ business is efficient is critical to maximising the returns they generate for shareholders.
Our clients work with us to analyse existing debt and equity structuring and develop a path to an optimal debt/equity position. Through our strong relationships with banks and other financiers, we introduce them to debt providers who can provide suitable funding for their business. We assist in structuring debt funding arrangements to ensure that loan covenants are achievable and the cost of debt is minimised.
- Working capital management
By working directly with company management, Baker Tilly helps firms that are concerned about their working capital with a view to optimise financial performance. Through extensive analysis of the company’s trade relationships and operating cycle, our objective is to create a plan that makes sense and can be executed. In this regard we can:
- Prepare cash flow forecasts
- Prepare estimations of working capital needs and suggest ways to tackle them
- Perform feasibility studies
- Assist in the development of exit strategies