Transaction Advisory Services
RoseRyan’s transaction advisory services prepares your company for the before and after of buying or selling a business, undertaking a merger, or going public.
For most companies, significant strategic moves—such as buying or selling a business—are not everyday occurrences. Big undertakings, like making an initial public offering (IPO) or entering into an agreement with a special purpose acquisition company (SPAC), puts the skills and capacity levels of leadership and finance teams to the test. Exit strategies like a SPAC, M&A and IPO tend to take over the agenda, involve tight timelines, pull many from their day-to-day job, and raise the stress levels of even the calmest of executives and managers.
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There’s a lot to do and consider to get the transaction done right—and then there’s a lot to do as the company transitions into its new state (as a newly public company or freshly merged business), with the need to grapple with new employees and heightened responsibilities and expectations.
For all those reasons, companies should seek out transaction advisory services when they are contemplating or pursuing a strategic transaction. Transaction services experts can see you through the changes that need to be tackled now and guide the company toward greatness—to help the company understand what needs to get done, to prepare for the transition ahead and become the kind of business you are envisioning.
The fact is divesting a business or taking on a new company—whether you want its intellectual property, its workforce, or its market share—or making the shift from private to public company status is not easy. There’s a lot to consider: The company needs to fully comprehend what it’s getting into, along with the potential opportunities and any red flags you could be overlooking, all while you gear up for the transaction and knowing that you have a transitional period to get through.
RoseRyan specializes in supporting and becoming a vital part of the team as a company pursues an exit strategy, including traditional IPOs, M&A deals, and SPACs:
M&A advisory
Whether you’re managing a target company that has an attractive talent base or an in-demand product, or your company is about to make an acquisition, we can help you prepare and support you during the diligence process, the transaction, and the integration, as you combine teams, systems, and cultures.
For an acquisition, are you asking the right questions of the target company? Are the assumed synergies realistic? How will you bring in this new entity and everything that comes with it? Our M&A experts have been through a variety of M&A transactions, pre-deal and post-deal, and will help set you up to achieve the goals and value that’s planned for.
IPO advisory
For this transformative event, you’ve got a lot to prepare for, as leadership will need to participate in roadshows, the company will have to become accustomed to the quarterly financial reporting cycle, and the finances will become subject to the prying eyes of anyone who wants to see them. On top of that, you’ll be subject to Sarbanes-Oxley compliance.
What needs to change at your company in order to meet the new requirements and act like a public company? What can you expect the day after the first day of trading and every day after? Your pre-IPO finance team may not have the experience or capabilities to get the company through this on their own—they may require training and support. Our transaction advisory services experts will assess your systems and processes, including your ability to produce reliable, timely financial statements and SEC reports, and be prepared for quarterly auditor visits. Adjustments may be in order to meet the compliance requirements and expectations ahead, not only to minimize your risk of a material misstatement but to consistently be forthcoming with investors about your business performance.
SPAC M&A advisory
For deals with a special purpose acquisition company (SPAC), which provides a quick vehicle toward becoming a public company, our transaction advisory services experts act quickly to help the target company become “IPO ready.” While some of the support and guidance we provide here is similar to our traditional M&A transaction advisory services, this type of deal requires speed as the acquired company becomes a public company and is expected to step into that role immediately. For instance, SOX compliance is on a quicker timetable here as the date of compliance starts when the SPAC is funded, not when the operating company is acquired.
What is a deal advisory?
Companies about to embark on a strategic transaction need guidance and support. Look for a consulting firm that can advise you on preparing the company for the changes ahead, in terms of how the company can meet the expectations of investors or the acquiring company, and also prepare its financial operations for the new iteration of the company, whether that’s as a newly public company or an integrated entity.
What are transaction advisory services?
Accounting firms provide transaction advisory services to help companies assess potential M&A and SPAC deals, divestitures and IPOs. This work can involve exploring the potential value, feasibility and synergies involved in the transaction as well as preparing the company for the changes and demands during the process, as numerous documents will need to be produced and scrutinized. Throughout the process, the transaction advisory experts can help the company evaluate whether any changes should be made as the company prepares to operate in an entirely new way.
What do transaction service teams do?
Transaction service teams are relied on to help companies make the right decisions as they assess the value of a target company or prepare to take the company public either through the traditional IPO route or by merging with a SPAC. These finance experts become a vital part of the transaction team of the company to ensure diligence is properly carried out and that the company is prepared with its own financial records and can meet the expectations after the deal is complete.
For any strategic transaction or exit strategy, you want to know what you’re getting into, and you want to know that you’ll be able to realize the expected value of the deal.
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It’s a complicated endeavor as you need to make assessments of the deal in front of you and forecast what’s likely to happen when it’s over. The market could change, essential people could leave the company in the meantime, or information you’ve been relying on turns out to be not as credible as you assumed. RoseRyan’s transaction advisory services experts can help you by, if necessary, transforming your accounting systems and processes—to give your company access to timelier financial information at the level that an acquiring company, external auditors, and securities regulators would expect.
With RoseRyan’s strategic advisory experts, you will have supportive, experienced guidance through every step. By taking a close look at the target company or the market landscape, they can help you confirm that your expectations are accurate or bring you back to reality. Our transaction services pros can help you think through the integration challenges and help the company proactively meet them. They will assess and scale up your current systems, processes, and teams to meet the changes. Since they’ve seen it all and done it all, they can make sure your company is fully prepared not just right now as it contemplates moving forward on a deal but also after the deal.
Most likely the talented members of your team who will be part of the strategic transaction and integration group have had little experience with M&As or IPOs.
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That’s why you need experts who have been involved in a wide range of strategic transactions, in a variety of industries, across different size companies, at every stage of growth.
At RoseRyan, our finance consulting and transaction advisory experts have been critical team players in getting fast-growing companies ready for their initial public offering, preparing to turn over financial information as target companies, making a move to acquire another company going through a SPAC transaction, or divesting an asset.
There’s no such thing as an easy strategic transaction but the process can become easier to follow when you can lean on a dedicated transaction advisory team—whose expertise and solutions will be tailored to your company and the demands of the transaction.
Are you ready for the scrutiny that comes from being a target company or a public company under the constant scrutiny of investors, analysts and the Securities and Exchange Commission? Or, if you’re buying a company, are you prepared to do the scrutiny yourself?
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Everyone can think of a situation where a company did not do its homework and ended up making a big mistake—having to offload a pricey asset for much less than it paid for it or seeing their market cap plummet. Minimize the risk of putting your company in such an embarrassing, costly situation. Go into your next strategic transaction with your eyes wide open—with strategic advisory experts who have deep experience and can help you think through the pros and the cons, and the financial information you need to know to make the right decision, so that you can make the right offer and go-forward choice, and then maximize that estimated value after the deal goes through.
On the other side of the transaction, you will need ongoing, dedicated support to get you and your employees through it. M&A integrations and post-IPO life can require a significant shift as different cultures meld, new requirements must be followed (such as Sarbanes-Oxley compliance for public companies), and you’re being held accountable to realize the value of the deal. You don’t want to lose critical talent at this time.
We completely understand how new a lot of this will be for you and your team; since we’ve been through similar transactions, our transaction advisory services experts know what you need to do to complete a successful exit strategy.
Your company is about to take on a large transaction that will take up a substantial amount of management’s and your team’s time and energy. You need finance and strategic advisory experts who can jump right into this effort, be there for you along every step, and also help your company scale up to meet future demands.
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You need experts who can get the work done today—such as help you establish a repository of clean, ready-to-share documentation—while also constantly thinking about what needs to happen for tomorrow, to ensure the company is ready for the added scrutiny and pressures that are a part of transitioning to being publicly traded or a larger entity with a newly acquired workforce.
You need this expertise as soon as possible, so that you have a dedicated transaction advisory services team throughout the process when you need them—and only when you need them. You need to know they have your back, that they will be there for you during the entire process. This is not a one-time matter—it’s not just about signing the deal and walking away. It’s about having the expertise you need, on hand, throughout the transaction and for a smooth integration (yes, it is possible!).
M&A Overview
IPO Overview
SPAC Roadmap
Drop us a note in the form and one of our experts will set up a time to discuss the ways RoseRyan can help guide you to greatness.
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