M&A Advisory Services

Proven M&A Advisory Services from Experts Who Know You by Name

Success in the M&A marketplace requires an experienced and attentive team of professionals who understand every aspect of your business and how it affects your life and family, with a deep knowledge of the M&A process. Our expert business advisors assist private equity groups and corporate clients on both buy-side and sell-side transactions.

Whether your business is seeking seed capital for growth or is on the verge of a public offering, we dedicate the time to understand your objectives and ensure our M&A advisory services match your priorities.

Haskell & White’s M&A Advisory Services

Trust our vast expertise in the successful execution of acquisition, sales and merger transactions. Our attentive and astute M&A advisory services teams possess more than 150 years of combined experience in the public accounting arena. We treat your business as if it is our own.

As an integral member of the deal team, we focus on meeting your goals. our services include:

  • Due diligence, including identification and assessment of business issues associated with acquisitions, sales and merger transactions, plus recommendation of viable solutions
  • Assistance in formulating strategic, business, and financial plans
  • Preparation of operating budgets and forecasts
  • Introductions to investment bankers, finance companies and other capital providers
  • Evaluation of transaction terms
  • Advice on the structure of entities to achieve the desired financial and tax results
  • Accounting system advisory services for the implementation or maintenance of management information systems
  • Assistance in the preparation of offering memorandum for private placements
  • Assistance in the preparation of documents, schedules and analyses for use in filings with the Securities and Exchange Commission
  • Advisory services related to the evaluation of available debt and equity financing vehiclesa
  • Assistance in gathering comparative operating data and other information for companies operating in similar industries
  • Assistance with complex transactions, such as stock option compensation and business combinations

Experience the Guidance of Industry Experts

Our team of experts possess diverse backgrounds and decades of experience in mastering regulatory environments, capitalizing on emerging trends, setting and achieving benchmarks, and evaluating risks and rewards.

Where Expertise Meets Personalized Service

We’re experts in uncovering opportunities, minimizing challenges, and maximizing success for middle-market companies at every stage of development. Our team of distinguished industry professionals is there when you need us, delivering deep expertise and sophisticated accounting solutions.