Mergers and Acquisitions

Buying (or selling) a business is a non-recurring activity for most middle market companies. For this reason, internal resources assigned to the task often lack the experience and time required. This creates risk in successfully executing the strategic and economic outcomes anticipated. O’Keefe is a trusted resource to assist in the planning and execution of transaction strategies. We work collaboratively with our client’s legal advisors to ensure the transaction is properly documented and to avoid unnecessary risk.

Buy-Side Representation:

• Research and identification of appropriate strategic targets
• Modeling projected financial expectations to all stakeholders
• Due diligence to validate assumptions
• Assist in securing loans and/or raising equity to make acquisitions

Sell-Side Representation:

• Identification and solicitation of strategic and financial buyers
• Preparation of marketing materials
• Pre-sale due diligence to identify potential pitfalls that would delay or derail the sale or result in unexpected purchase price reduction
• Preparation of business valuations to support the transaction price