Mergers & Acquisitions Transaction Advisory Services

A Flexible, Nimble & Dynamic Team, Guiding Your M&A Transaction to Success

Transactions are complicated, and working with the wrong advisor can lead to failures in a deal process. The Transaction Advisory Services (TAS) team at Bennett Thrasher serves as a full-service partner that can guide you throughout the continuum of the transaction lifecycle. We offer robust M&A transaction services for financial and tax diligence, as well as structuring and negotiation support.

Our approach and the depth of our M&A expertise is competitive with anything else you will find in the market. Because we have intentionally built our M&A Transaction Advisory practice differently to be more flexible and more nimble, senior members of the team remain heavily involved throughout the deal process. Our solutions are not one-size fits all, and we craft custom tailored solutions for a more dynamic approach to navigating your transaction. We are not a volume shop – we believe that our success will be measured in the depth of the relationship we are able to build with you and in the value we will add to your process. Your success is our success.

Contact Our M&A Team Leaders

Bennett Thrasher believes in serving our clients by building trust through insight and involvement.

If you’re looking for a strategic partner in any transaction opportunity, we can help. Contact Vijay Vaswani, Zack Leder, or Dane Harris to schedule a consultation.

Financial

Bringing Real World, Hands-On Experience to the Deal Process

From sourcing to signing, through closing and integration, we have the expertise that, quite frankly, many other M&A transaction advisory shops are lacking. Professionals at Bennett Thrasher bring real world, hands-on expertise with not only direct experience at some of the largest firms in the world, but backgrounds in banking, finance and corporate development. Evaluating investments through the lens of a dealmaker, and not that of a number-cruncher, helps us focus on what really matters for our clients.

We work with both public and private companies as well as private equity investors on mergers, acquisitions and divestitures. The senior members of our team have completed more than 500 successful transactions. Our clients are both international and domestic and seek both inbound and outbound investment opportunities.

Our key areas of expertise include:

Traditional Services
  • Quality of earnings analysis
  • Working capital assistance and negotiation
  • Identification of debt and debt-like items
  • Off-balance sheet exposures
  • Audit working paper review
Additional Services
  • Deep dive income statement and balance sheet analytics
  • Operating metric and key performance indicator analysis
  • Free cash flow implications
  • Proof of cash modeling
  • Synergy evaluation
  • Forecast reasonableness assessment

Other financial transaction advisory services include:

  • Seller readiness consulting
  • Carve-out financial statement preparation
  • Independent vendor due diligence reporting
  • Corporate strategy and development outsourcing
  • Transaction advisory sub-contracting
  • Working capital and earn-out dispute resolution
  • Customized services for early stage investors, mezzanine funds, lenders

Taxation

Navigate the Complexities of Federal, State, Local & International Taxes

An enormous number of tax regulations comprise the federal, state and local and foreign tax systems. These provide a daunting challenge to navigate when contemplating a transaction. Between income and non-income taxes, a company may spend 50 percent or more of its cash flow just satisfying tax liabilities.

Bennett Thrasher’s dedicated team of tax transaction advisors can help you navigate the complexities of federal, state, local and international taxes to preserve value.

Our buy-side and sell-side tax transaction services include:

  • Identifying and evaluating acquisition or sale structures to create tax efficiencies
  • Evaluating and mitigating income, sales, property and payroll tax exposure areas
  • Assessing company internal controls for tax compliance
  • Assessing tax attributes, such as net operating losses and tax credits, that carry over to a buyer post-transaction including IRC Section 382 studies and Earnings and Profits studies
  • Identifying applicable tax planning opportunities
  • Reviewing tax sections in agreements and working with legal counsel to address your tax goals
  • Income tax projections to illustrate net liquidity after tax
  • Assisting in responding to due diligence requests
  • Assisting seller(s) in determining eligibility for IRC Section 1202 Qualified Small Business Stock gain exclusion benefit
  • Helping business owners with value acceleration and exit planning

Financial

Bringing Real World, Hands-On Experience to the Deal Process

From sourcing to signing, through closing and integration, we have the expertise that, quite frankly, many other M&A transaction advisory shops are lacking. Professionals at Bennett Thrasher bring real world, hands-on expertise with not only direct experience at some of the largest firms in the world, but backgrounds in banking, finance and corporate development. Evaluating investments through the lens of a dealmaker, and not that of a number-cruncher, helps us focus on what really matters for our clients.

We work with both public and private companies as well as private equity investors on mergers, acquisitions and divestitures. The senior members of our team have completed more than 500 successful transactions. Our clients are both international and domestic and seek both inbound and outbound investment opportunities.

Our key areas of expertise include:

Traditional Services
  • Quality of earnings analysis
  • Working capital assistance and negotiation
  • Identification of debt and debt-like items
  • Off-balance sheet exposures
  • Audit working paper review
Additional Services
  • Deep dive income statement and balance sheet analytics
  • Operating metric and key performance indicator analysis
  • Free cash flow implications
  • Proof of cash modeling
  • Synergy evaluation
  • Forecast reasonableness assessment

Other financial transaction advisory services include:

  • Seller readiness consulting
  • Carve-out financial statement preparation
  • Independent vendor due diligence reporting
  • Corporate strategy and development outsourcing
  • Transaction advisory sub-contracting
  • Working capital and earn-out dispute resolution
  • Customized services for early stage investors, mezzanine funds, lenders

Taxation

Navigate the Complexities of Federal, State, Local & International Taxes

An enormous number of tax regulations comprise the federal, state and local and foreign tax systems. These provide a daunting challenge to navigate when contemplating a transaction. Between income and non-income taxes, a company may spend 50 percent or more of its cash flow just satisfying tax liabilities.

Bennett Thrasher’s dedicated team of tax transaction advisors can help you navigate the complexities of federal, state, local and international taxes to preserve value.

Our buy-side and sell-side tax transaction services include:

  • Identifying and evaluating acquisition or sale structures to create tax efficiencies
  • Evaluating and mitigating income, sales, property and payroll tax exposure areas
  • Assessing company internal controls for tax compliance
  • Assessing tax attributes, such as net operating losses and tax credits, that carry over to a buyer post-transaction including IRC Section 382 studies and Earnings and Profits studies
  • Identifying applicable tax planning opportunities
  • Reviewing tax sections in agreements and working with legal counsel to address your tax goals
  • Income tax projections to illustrate net liquidity after tax
  • Assisting in responding to due diligence requests
  • Assisting seller(s) in determining eligibility for IRC Section 1202 Qualified Small Business Stock gain exclusion benefit
  • Helping business owners with value acceleration and exit planning

Trusted by Many

“The transfer pricing audit ended after the German tax authorities reviewed our Local File. It might have been the best money I have ever spent.” – Feedback from Finance Director of Irish Multinational in Healthcare Industry following a transfer pricing audit in Germany
“Ben and his staff have been fantastic. They have been very professional and extremely patient as we navigate through our transaction and the planning process.”

CFO of U.S.-based subsidiary of a Swiss Multinational in the Technology Industry

“We are incredibly grateful for the partnership, support and collaboration of you and your team…Your professionalism and collaboration truly made the difference for the Company, our teams and our leaders.”

Chief Compliance Officer for a Statewide Health Care Organization

“As always, we very much appreciate your hard work and the hard work of the entire BT team.”

SVP & Chief Compliance Officer of a Global Distribution Company

“In the past, I have used two of the top four national accounting firms for advice. I have found Jeff Call’s firm Bennett Thrasher, the most responsive, always available and very, very helpful. Once I’m not around, I’m certain my state trustee will continue to rely on Jeff’s firm.”

Guy Millner, Chairman Assurance, America, Corporation, Atlanta

“Bennett Thrasher provided exceptional second mile audit services for Trilith Studios. Their team was thorough, knowledgeable, demonstrated a high level of attention to detail and provided clear communication throughout the entire process. We highly appreciated their collaboration and the professional service they provided throughout the entire audit process.”

Ginny Hernandez, Trilith Studios

“Just when you have self-assessed your company to possibly be the worst client ever, the Staff at Bennett Thrasher make you feel like you are their most important and beloved client. That ability is an attribute you don’t see in many accounting firms.”

Dennis W. Jackson, EVP-Finance, M3, LLC

Bennett Thrasher Advisory Services Team

45+ years of tax, audit & advisory solutions

Contact our team