M&A Advisory
No two deals are alike, and every transaction presents unique challenges, risks, and opportunities. Your team of M&A advisors will guide and support you through every stage of the transaction lifecycle from developing the corporate strategy to performing diligence to leading the integration efforts.
Whether you are deploying your newest fund, divesting a business unit, contemplating an exit, or testing the waters for your first transaction, Redpath and Company will help you make timely, informed business decisions. Youβll receive comprehensive insights and insightful diligence reports that will be leveraged throughout the transaction process, giving you the flexibility to scale up or down as necessary.
M&A Advisory Services
Strategic and financial consulting with regard to raising capital, investment decision-making advice, identification of new opportunities, and rigorous M&A support throughout the value creation cycle.
Strategic Planning: Sell-Side
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Strategic Story
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Transition Goal Identification
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Sell-Side Process Definition
Strategic Planning: Buy-Side
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Growth Strategy
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Inorganic Growth Strategy
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Target Strategy & Rationale
Value Creation: Sell-Side
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Quick-Hit Assessments
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Financial Analysis
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Initiative Development & Execution
Transaction Preparation
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Outside Support Requirements
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Sell-Side Quality of Earnings
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Diligence & Process Preparation
Transaction Management
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Transaction Process
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Risk Management
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Third-Party Coordination
Diligence and planning to ensure transaction readiness and increase the likelihood to close, alignment of M&A strategy and goals identified in pre-diligence, and a strong foundation set for post-close success.
Sell-Side Readiness
Financial Modeling
Diligence
- Quality of Earnings (Financial Diligence)
- Operational
- I.T.
- Tax
- Others As Identified
Synergy Planning
Transaction Management
- Transaction Process
- Risk Management
- Third-Party Coordination
- Legal Support
- Negotiations Support
- Pre- & Post-Close Support
Implementation of critical First 100 Days items that create the foundation for scale and synergy capture that lead to maximum returns when executing the exit strategy.
Integration Strategy- Vision & Rationale
- Objective & Metrics
- Guiding Principles & Integration Type
Operating & Organizational Model
- Operating & Organizational Model Design
- Infrastructure Design
- Retention & Culture
Integration Planning
- Confirmatory Diligence
- Milestone & Integration Planning
- Integration Roadmap
Synergy & Financial Plan
- Synergy Validation & Playbook
- Financial Outlook
- Metric Tracking
Integration Management
- Integration Process
- Synergy Management
- Change & Communications Management
Adding Value Throughout the M&A Lifecycle
Private Equity
Investment Banks
Our Approach
Every transaction presents unique challenges, risks, and opportunities. Whether you're navigating buy-side, sell-side, refinancing, or another transaction, a collaborative engagement with your advisors can cover all of the angles and ensure a successful outcome. Redpath provides our clients with the information they need to make informed business decisions throughout all stages of the transaction lifecycle.
M&A Advisory Services Team
Joe Hellman, CPA
Partner, M&A Advisory PracticeKory Boyer, MBA
Director, M&A Advisory PracticeJeremy Miller, CPA
Senior ManagerSam BeVier, MBA, CPA
Senior ManagerMark Jude, CFA
ManagerAshlyn Gray, CPA
ManagerAdam Bruk, CPA
ManagerJames Schock
Senior AssociateBrian Monahan
Senior AssociateLogan Amlung
Senior AssociateHunter Lee
Senior AssociateRedpath Insights Blog
The Impact of Tax Reform on Merger and Acquisition (M&A) Transactions
Buyers and sellers have always taken taxes and tax law into account when evaluating a potential transaction. Sellers want to make ...READ MORE
IOI vs LOI in an M&A Transaction
While an initial flurry of buyer interest can create an illusion of a quick finish, translating that enthusiasm into firm commitme ...READ MORE
M&A Market Update: 2023 Year-in-Review and 2024 Outlook [PODCAST]
Mike Hirschberg, Director at Northborne Partners, joined Joe Hellman, Partner at Redpath and Company, to reflect on 2023 M&A a ...READ MORE