One of the main objectives of any business is increasing its value. Besides organic growth, it can be achieved even faster through mergers and acquisitions. Owing to its interdisciplinary teams, Baker Tilly TPA assists in preparing an enterprise and leading its Management Board and Owners through the complex transaction and post-transaction processes.
We advise on all aspects related to M&A strategy, transaction planning and implementation. Our global presence enables ensuring access to an international contact network, in-depth industry knowledge, as well as local market expertise.
Our goal is to support the client in completing a transaction so as to achieve the highest possible added value, while significantly relieving the Management Board and Owners.
Our services include, in particular:
Comprehensive merger and acquisition (lead M&A) support for the for sell-side processes, including:
- Preparing an enterprise for a planned transaction, including, in particular:
- in-depth analysis of the company culminated with an ‘Exit Readiness’ report, aimed at identifying risks associated with the planned transaction (financial risks, in particular), followed by implementing the recommended changes,
- defining ‘equity story’ for potential investors,
- preparing sales documents (Investment Memorandum, Teaser),
- EBITDA normalization,
- identifying potential investors, initiating and conducting discussions with investors aimed at building an competitive process.
- Support at every stage of investor discussions, including, in particular:
- identifying potential investors and attracting their interest in the proposed transaction,
- support in negotiating transaction terms at all stages of the process: following receipt of non-binding offers, Term-Sheet and SPA, SHA, or investment contracts,
- due diligence process organization and supervision,
- financial structuring of transactions aimed at value maximization,
- coordinating the work of other advisors involved in the process.
In the case of transactions with industry investors, we advise on the development of a joint business plan that enables estimating synergy outcomes arising from an M&A transaction, and also support the post-acquisition integration process.
Comprehensive mergers and acquisitions (lead M&A) support for the buy-side, including in particular:
- market analyses related to the planned transaction,
- target identification, also in foreign markets, with the use of our global network of M&A consultants,
- initiating and conducting discussions with targets,
- support in acquiring financing for an acquisition,
- consulting during the post-transaction integration process,
In addition, we provide services in fields that may also constitute elements of the M&A process in achieving company restructuring or synergy:
- associated with business restructuring and reorganization,
- in the field of strategic financial consulting, related to, among others, quantitative and qualitative business development planning.
In addition to M&A transactions, we offer consulting in raising debt (e.g., bank, private debt, mezzanine) and equity financing from private equity funds investing in minority stakes (so-called ‘growth’),
