Mergers & Acquisitions

We focus on improving the strategic value of M&A transactions.

We provide the expertise, analyses and recommendations for successful transactions and negotiating the most advantageous terms to meet your strategic and financial objectives.

Improve the strategic value of M&A transactions involving the acquisition and sale of middle-market businesses.

Sell-Side Transactions Advisory

We assist clients on the sell-side in the following areas:

Assessment of transaction readiness and strategic options
Tax planning advice
Valuation analysis to assist seller in offer evaluations
Development of investment thesis and marketing materials
Identify and contact potential buyers
Establish a competitive bid process for the Company
Deal structuring and negotiation

Buy-Side Transactions Advisory

For clients planning to acquire a business, our expertise spans defining the investment strategy to the successful integration of acquisitions. We will assist with:

Assessment of readiness to acquire
Target identification and vetting
Financial due diligence (revenue recognition, quality of earnings, working capital)
Tax due diligence (tax basis adjustments, tax filings, real property transfer taxes, tax expenses)
Deal structuring and negotiation
Transaction financing
Integration planning

Learn more about our areas of sector-specific expertise.

Let us help you fulfill your goals.
Contact PBMares today.

Securities transactions conducted through PBMares Capital Markets, LLC. Member FINRA. PBMares, LLP is an independent firm. PBMares Capital Markets, LLC is a wholly owned subsidiary of PBMares, LLP. For more information, please visit BrokerCheck.