Corporate finance and mergers & acquisitions

The mergers and acquisitions (M&A) process is intricate, time-consuming, and involves critical decision-making. It not only demands a well-crafted strategy but also the guidance of seasoned advisors to ensure the transaction is efficiently managed and delivers value to shareholders and wider stakeholders.

Our clients benefit from the expertise of our dedicated corporate finance and M&A team, consisting of over 1,000 professionals across 52 countries. This global reach, combined with our local expertise, empowers us to assist clients in managing the myriad of challenges and opportunities they encounter, no matter how complex.

Overview of our corporate finance and M&A services

We offer comprehensive support and strategic advice for a range of transactions, including:

1. The sale of your business
2. Fundraising
3. Buy-outs
4. Acquisition and external growth

The sale of your business  

Whether you're selling a business you've founded and nurtured or divesting a portfolio asset, we are dedicated to helping you unlock the maximum value.

We work closely with you to design a tailored solution that aligns with your unique needs while maintaining the utmost confidentiality. At every step of the process, our goal is to provide you with practical, comprehensive, and technically excellent advice, ensuring a smooth and value-driven transaction.

Our service portfolio includes:

• Preparing the business for sale.
• Production of information memoranda, teasers, financial models, business plans and other documents.
• Identifying and approaching potential buyers.
• Analysing, assessing and negotiating offers.
• Project managing your sale process.
• Liaising with legal advisors.

Fundraising 
Our expertise extends to helping you identify and evaluate your financing needs, determine suitable structures (equity, debt, mezzanine, etc.), and find the right partners.

In addition to raising funds through equity sales or capital increase, we also have a comprehensive suite of debt advisory services.

Buy-outs 
We guide shareholders and executives in capital restructures for management buy-out (MBO) and leveraged buy-out (LBO) transactions, in collaboration with a network of national and international financing partners. We can advise you on:

• Designing the optimal capital structure (balancing debt and equity).
• Negotiating terms with equity, bond, and debt providers.
• Finding and securing financial partners that support your plans.
• Implementing a governance structure aligned with management and financial partner objectives.
• Structuring and negotiating management packages and shareholders' agreements according to your development strategy.

Acquisition and external growth 
Executing an acquisition strategy can be resource-intensive and time-consuming, even with an in-house M&A team. At Forvis Mazars, we collaborate with large national and international enterprises, privately owned firms, and financial investors to support their acquisition and external growth initiatives.

We offer guidance and support at every stage of the acquisition process, including:

• Designing an acquisition strategy and producing a scorecard to assess targets.
• Market screening to identify potential targets.
• Approach and initial discussions with targets.
• Initial analysis of provided information.
• Pricing analysis and assessment of potential synergies.
• Preparing and negotiating offers to potential buyers.
• Efficient project management of your acquisition through completion, minimising disruption to daily activities.
• Coordinating with other advisors, including due diligence providers, legal advisors, and sellers.

When executed effectively, acquisitions can drive growth and significantly enhance shareholder value. We partner with your teams to maximise the success of your acquisition strategy and offer post-merger integration support if needed.

Our M&A tools & solutions 

Forvis Mazars has developed a proprietary platform for sharing deal information, market insights, and collaboration with our corporate finance teams worldwide. This platform ensures that you can harness the collective expertise of our global team wherever you are based in the world. 

Contact us

Get in touch today to discover how our corporate finance and mergers & acquisitions advisory services can support your business to take its next step.