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.
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
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.