Transaction Advisory
Whether you are a Private Equity or Strategic buyer or seller, retaining quality deal-proven professionals to assist in the execution of your transaction strategy is essential to securing value while minimizing transaction risks.
If you are contemplating an acquisition, capital investment, divestiture or spin-off, our experienced transaction professionals can partner with you across a range of transaction activities including:
- Buy-side due diligence assistance (industry/commercial, financial, tax, human capital and information technology)
- Post merger integration assistance (stock and asset PMO support)
- Sell-side assistance (due diligence, transaction readiness, data room support and preparation, spin-offs/asset sales assistance)
Our deal professionals have an average of 15 years of experience and we also provide assistance across many other phases of the deal cycle continuum: transaction strategy, deal assessment and development, and negotiations.
The Sirius approach to transactions is simple: lead with our industry experience focusing on the deal drivers and issues that matter most. Our approach is flexible – we can deliver solutions across all phases of the deal, parts of the deal or in multi-party partnerships to meet specific deal needs. We are not subject to attestation conflict of interest which allows us to deliver insights quickly and effectively.
Buy-Side Due Diligence
Making an acquisition is complex and time-consuming. Often overlooked as timing gets compressed is the necessary due diligence to test financial and tax assumptions and representations made by the target. Quite often buyers think a GAAP audit is sufficient. However, our experience shows an audit very rarely provides a transparent view of sustainable cash flows and earnings. GAAP revenues and earnings are not often a good proxy to place a valuation multiple.
Proper due diligence provides peace of mind to both corporate and financial buyers, by analyzing and validating all the financial, commercial, operational and strategic assumptions being made. It uses past historical operating experience to form a view of the future and provides a good proxy for expected forecasts.
Our approach is flexible, focusing on the critical factors affecting the deal -- in some cases it could be historical operating results, as well as on the entity’s ability to generate sustainable earnings in others where deal valuation is fixed it could be commitments and contingencies and cash obligations. Either way we work with you to design a customized approach to due diligence that focuses on the deal issues that matter most.
Post Merger Integration
Following a merger, management is under strict time pressure to address challenges such as defining strategic integration priorities and identifying synergies. The post merger integration (PMI) process presents several crucial questions:
- How do we ensure we are incorporating the key success factors for PMI?
- What critical Day 1 functions must be integrated quickly, and how do we focus on realizing synergies?
- How can we best integrate two different cultures and deal with conflicts between them?
- How do we keep employees focused on business and customers during the integration process?
Sirius Solutions has a proven set of standard best practices that we adapt to each particular type of merger and to the most important sources of potential value. Our teams also work closely with the client at all levels to embed change throughout the entire organization and deliver maximum value.
Sell-Side Assistance
In today’s market, divestment of business is often considered an option, either to unlock value or to restructure. From a seller’s perspective, managing the divestiture can be challenging. Buyers are often supported by professional advisors and these savvy value hunters look for ways to challenge forecast and past operating performance, contest accounting treatments and expose potential liabilities and risks. They also dispute working capital at closing – all in an effort to gain a negotiating advantage and reduce the acquisition price.
Sirius Solutions Sell-Side Services are designed to assess the seller’s business from a buyer’s perspective to:
- Avoid surprises and protect value during the sales process
- Allow management time to appropriately position/mitigate findings prior to the commencement of the sales process
- Minimize disruptions to management’s focus of running day-to-day operations
- Accelerate closing
- Enhance management’s credibility and preparedness
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