Transaction Services

Too many merger and acquisition (M&A) transactions fail to meet their intended objectives in the timeframe desired by investors and management. Unrealistic expectations from management and unanticipated integration issues are often the culprit. One way to avoid these issues is to expand due diligence beyond the typical emphasis on financials. Examining other aspects of operations—from sales strategy to employee morale—will reveal insights that should be factored into deal terms and post-merger integration plans.

Why MorganFranklin?

MorganFranklin delivers effective transaction services and post-merger integration support. We bring the finance and accounting, operations, management, and technology capabilities that are required to support all stages of the M&A life cycle. And we do this as a single firm, independent of subcontractors. Clients look to us for due diligence assistance and to help them develop a clear picture of value drivers and integration risks earlier in the deal cycle—something that is often lost in the race to close a deal. We also have a track record of developing and implementing tactical plans that accelerate integration efforts, streamline reporting, and ensure regulatory compliance.

Capabilities

Financial, operational, and IT due diligence
Quality of earnings, net assets and working capital, debt-like, and cash flow analysis
Carve-out financials and offering memorandum assistance
Valuation modeling and assessment of forecasts
Purchase accounting and financial statement preparation
Post-close purchase price adjustment mechanisms
Financial and regulatory reporting
Assessment of post-merger ERP requirements and capabilities
Systems selection, integration, and consolidation
Merger integration project management support
Business process standardization
Post-merger BI and management reporting