Name: Baker Tilly
Price range: $

Why?

One of the key objectives of running a business is to steadily increase its value. While organic growth is important, mergers and acquisitions (M&A) often offer a faster path to achieving this goal. Baker Tilly TPA supports management boards and business owners in preparing for and efficiently executing the entire transaction process – including post-transaction transformation – with the aim of maximizing the added value from the transaction.

For whom?

We work with:

management boards and business owners planning the sale or acquisition of a company,
strategic and financial investors,
companies seeking post-transaction integration or restructuring support.

How?

With our interdisciplinary team and the global Baker Tilly International network, we provide access to international contacts, in-depth industry knowledge, and strong local market expertise. Our support covers all transaction stages – from preparation, through negotiations, to post-transaction integration.

Comprehensive M&A advisory (Sell-Side Lead M&A), including:

preparing the company for the planned transaction, in particular:
conducting an in-depth company analysis with an "Exit Readiness" report to identify transaction risks (especially financial) and implement recommended changes,
defining the "equity story" for potential investors,
preparing sales materials (Information Memorandum, Teaser, Investor Presentation),
EBITDA normalization,
identifying potential investors and initiating contact to build a competitive process,
advisory throughout investor discussions, especially:
identifying and engaging potential investors,
comprehensive support during transaction negotiations at various stages (upon receiving non-binding offers, term sheets, and sale/investment agreements),
organizing and overseeing the due diligence process,
financial structuring aimed at maximizing transaction value,
coordinating the work of other advisors and stakeholders involved in the process.

For transactions with strategic investors, we assist in preparing a joint business plan, including synergy estimation, and support post-merger integration.

Comprehensive M&A advisory (Buy-Side Lead M&A), including:

market analysis related to the planned transaction,
target identification – including on international markets through our global M&A advisory network,
engaging target owners and management in potential transaction discussions,
advisory on obtaining debt and equity financing for acquisition transactions,
post-transaction integration support.

We also provide services related to:

business restructuring or reorganization,
strategic financial advisory, including quantitative and qualitative growth planning.

Beyond M&A transactions, we offer advisory on raising debt financing (e.g., bank loans, private debt, mezzanine) and equity financing from private equity funds investing in minority stakes (so-called “growth” capital).