Mergers & Acquisitions

pbmares capital markets

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.

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.

pbmares tas industry sectors

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.