M&A - Advisory Services
At Forvis Mazars, we advise large groups, privately owned businesses, entrepreneurs, and investors on the acquisition and sale of businesses, raising funds, and restructuring debt. With extensive experience across various sectors and deal sizes, our international team enables us to mobilize project teams with unique and specific expertise to make your project a success. With a presence in over 100 countries and territories worldwide, we can help you connect with companies, acquirers, and financial sponsors from around the globe.
The M&A process is highly sensitive, time-consuming, and involves complex decisions. It requires not only the right strategy but also the right advisors to ensure that the deal is managed properly and creates value for shareholders and broader stakeholders.
We can provide support and expert advice throughout the entire M&A process and related strategic matters.
Selling Your Business
We can help you realize maximum value for your business. Whether you are selling a business that you founded and built or a portfolio asset, we collaborate with you to find a tailored solution that works for you and your business.
We assist you with:
Preparing the business for sale and collaborating with you to define the best strategy and timing before a formal process is launched
Producing information memoranda, financial models, business plans, and other documents to be presented to potential buyers
Identifying and approaching potential buyers anywhere
Analyzing, evaluating, and negotiating offers to achieve your goals and maximize value
Project managing the sales process to completion, ensuring minimal disruption of your daily activities
Engaging legal advisors to ensure that the terms of legal documents are optimal
Ultimately, the decision to sell your business will be one of the biggest decisions. We will ensure that you receive practical, thorough, and technically sound advice at every step of the process to maximize the value you realize.
Fundraising
We can help you identify and evaluate your financing needs, determine appropriate structures (equity, debt, mezzanine, etc.), and find the right partners.
We can assist in raising funds through equity sales or capital increases, and also offer debt advisory services.
Acquisition
We advise shareholders and managers on capital restructurings in management buyouts (MBOs) and leveraged buyout transactions (LBOs), with both national and international financing partners.
We can advise you on:
- Designing the right capital structure (amount of debt versus equity)
- Negotiating terms and conditions with equity, bond, and debt providers
- Finding and securing a financial partner to support your plans and strategy
- Implementing a governance structure to meet the goals and expectations of management and your new financial partner
- Structuring and negotiating a governance package and shareholder agreement according to the development strategy
Acquisitions and External Growth
We assist large national and international groups, privately owned businesses, and financial investors in their acquisition and external growth projects.
Delivering an acquisition strategy can be complex, resource-intensive, and time-consuming even if you have M&A teams in your business. At Mazars, we assist you at every stage of the acquisition process:
- Designing an acquisition strategy and producing a scorecard to assess targets
- Screening the market to identify targets
- Approaching targets discreetly anywhere and initiating a conversation
- Initial analysis of disclosed information
- Price analysis and assessment of potential synergies
- Preparing and negotiating offers to targets
- Project managing your acquisition to completion, ensuring minimal disruption of your daily activities
- Engaging other advisors such as due diligence providers, legal advisors, and sellers
When executed correctly, acquisitions can significantly increase growth and shareholder value. Our global team of experts will collaborate with you and your teams to give your acquisition strategy the best chance of success.
Additionally, we also have a dedicated post-merger integration team that can support you post-completion.
Our Tools and Solutions
Forvis Mazars has developed its own proprietary platform for sharing deal information and market insights and collaborating on deal opportunities with our corporate finance teams in over 30 countries.
This platform means you benefit from the best of our international team of experts no matter where you are based.