Mergers & Acquisitions

A poorly structured deal or insufficiently planned merger or acquisition can threaten your financial stability as a buyer or seller.

It is imperative to have experienced and knowledgeable Merger & Acquisition (M&A) Advisors on your side to lead you through the transaction process. Source One's advisors have extensive experience on both the buy side and sell side of a transaction. Our M&A Advisors will help you to identify the best transaction partner to meet your strategic needs. From 2008 through the fall of 2013 our M&A team has advised and help consummate numerous transactions ranging from 5 million to 600 million dollars.

Whether you are a buyer looking to make a strategic investment to expand into new markets or to add to an existing portfolio of investment companies, we have the experience to define an appropriate target, determine the proper value, and negotiate and determine the optimum transaction structure to meet your needs. On the sell side, we help owners of small and middle-market companies define the optimum acquirer that satisfies the goals and motivations of the selling parties. Our history of dealing with privately-held entities allows us to determine and understand the unique motivations of our clients. Whether continuing a legacy, taking some “risk off the table”, or maximizing the total after-tax purchase/sell price, we are able to identify the appropriate party, and negotiate and structure a transaction that meets your desired outcome.

Source One's M&A Team is accredited through The Alliance of Merger & Acquisition Advisors (AM&AA). Our professionals hold the Certified Merger & Acquisition Advisors (CM&AA) designation. Individuals must meet stringent requirements in order to qualify and maintain the CM&AA certification.

M&A services we offer include:

  • Planning and developing the strategy for the transaction
  • Assisting with negotiations
  • Determining tax implications of the proposed structure and asset allocation
  • Assisting in due diligence on the entity
  • Reviewing the legal agreements for accounting, valuation, and/or tax issues
  • Allocation of intangible assets in accordance with SFAS No. 141
  • Transition and integration planning
  • Projections and forecasts
  • Merger and acquisition target identification
  • Contract negotiation and review
  • Mergers and/or acquisitions integration
  • Quarterbacking the due diligence process by hiring the right professionals