Maximizing Value with Transaction Advisory Services

Successful business transactions depend on the highest quality of insight and advice to deliver the benefits you want. For mergers and acquisitions, private placements of equity and debt, and related financial advisory services like business valuations, fairness opinions and restructuring advice, only the most experienced and knowledgeable professionals can give you confidence that the decisions you make now will achieve your financial objectives for the future.

Whether you are looking to sell your company, expand through acquisition or raise capital to finance growth, PBMares provides a range of transaction advisory services to the middle market to help you reach your goals. As one of the largest accounting and consulting firms in the United States, we offer you experienced professionals working to provide exceptional guidance in some of the most important and sensitive decisions you will make.

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As business owners ourselves, your challenges and concerns are the same ones we face using our experience as investors, entrepreneurs and operators of private, middle market companies. Clients rely upon PBMares’ unique combination of investment banking, investing and operating experience to achieve their financial objectives. Look to PBMares for comprehensive transaction advisory services, including:

Our goal is to help you realize your objectives from the sale of the business by managing an effective M&A process that will maximize the value of your business. Our sell-side advisory services are based on years of experience assisting entrepreneurs, private equity backed companies and family-owned businesses successfully achieve their strategic and financial goals. Specifically, we will:

  • Assess transaction readiness and review strategic options
  • Plan and prepare the business for the M&A process
  • Advise on tax planning
  • Craft a compelling investment thesis and marketing materials
  • Identify and contact potential buyers
  • Establish a competitive bid process for the company
  • Assist with the evaluation of offers
  • Advise on deal structuring and negotiation
  • Coordinate the due diligence process
  • Assist with post-closing adjustments

When looking to grow your business through the implementation of a well-planned acquisition strategy, we will enhance your executive team’s capabilities with an experienced M&A team with a strong record of results. By providing timely industry insights and hands-on M&A expertise, our experienced M&A team will help you successfully complete transactions that can best position your firm to create additional value and achieve the intended return on investment. Our buy-side advisory services include:

  • M&A strategy
  • Readiness to acquire
  • Target identification and vetting
  • Financial due diligence (revenue recognition, quality of earnings, working capital, fixed assets capitalization)
  • Tax due diligence (tax basis adjustments, tax filings, real property transfer taxes, tax expenses)
  • Deal structuring and negotiation
  • Tax analysis
  • Transaction financing
  • Integration planning
  • Operations improvement
We assist clients with successfully navigating the process of raising capital for growing their businesses, acquiring other businesses or implementing ownership transitions. Leveraging our knowledge of the capital markets and our extensive network of institutional capital sources, our team of financial experts will help you evaluate and implement a capital strategy aligned with your long-term objectives. Our capital formation services include:

  • Assistance with the development of business and strategic plans
  • Financial analysis and projections
  • Development and analysis of optimal capital structures
  • Preparation of information memorandum
  • Introductions to capital providers
  • Preparation of management presentations
  • Evaluation of term sheets
  • Deal structuring and negotiation
  • Managing the closing process
Whether it’s for transactions, financial reporting or tax compliance purposes, our team of certified business valuation experts will provide you with an independent and insightful analysis of your business’ worth. We specialize in valuing privately-owned companies and intangible assets to support any important financial transaction or planning decision. Our valuation services include:

  • Transaction Planning
  • Buy-Sell Agreements
  • Fairness Opinions
  • Solvency Opinions
  • Portfolio Valuation
  • Purchase Price Allocation
  • Goodwill Impairment
  • Stock Options
  • Gift, Estate and Income Tax Compliance
Our corporate finance services assist you with the intricacies of evaluating potential investment opportunities and deciding on the most suitable capital structures and capital providers to maximize corporate growth and financial returns. From assessing individual investments to raising or restructuring capital to support expansion plans, our corporate finance team provides comprehensive tax and financial strategy advice to help you achieve your strategic goals. Our corporate finance solutions include:

  • Working Capital Management
  • Capital Restructuring
  • Leveraged and Management Buyouts
  • Project Finance
  • Investment Analysis
  • Lender Negotiations

Considering a Business Transaction?

With decades of experience serving a wide range of industry sectors, middle market companies in the following industries are some of those we have helped with our unmatched depth of knowledge:

Securities transactions conducted through PBMares Capital Markets, LLC. Member FINRA. Member SIPC.
PBMares, LLP is an independent firm. PBMares Capital Markets, LLC is a wholly owned subsidiary of PBMares, LLP.
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MEET YOUR TEAM LEADER



Enrique C. Brito, CFA, CVA, CM&AA

Managing Director of Transaction Advisory Services

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