Merger and Acquisition

Merger and acquisition transactions are among the most complex activities a business can undertake. Herbein + Company, Inc. assists private equity buyers and corporate buyers minimize their risk and maximize their return.

Increase Your Odds
Clear and defined strategies and goals increase the likelihood of achievement and success. Herbein + Company, Inc. provides assistance to merger and acquisition clients, determine strategies and goals and follow through to assist in the fulfillment of the goals of our clients.

Our dedicated team assists clients in:

  • Buy-side transactions such as assistance in negotiation and post acquisition integration
  • Sell-side transactions such as preliminary evaluation and planning and business valuations
  • Placement of capital services such as development and execution of the strategy

Confidentiality
Confidentiality is a critical component of any merger or acquisition and any private placement transaction. At Herbein + Company, Inc., we understand the importance of discretion and have built our reputation on providing clients with the privacy and discretion these specific transactions require.

Our team has the skill set, knowledge base and experience to meet your needs.

Buy-Side / Sell-Side Transactions

  • Preliminary evaluation and planning
  • Business valuations
  • Strategic acquisition criteria
  • Identify/investigate prospective targets
  • Assist in negotiation
  • Transaction terms
  • Due diligence
  • Closing

General Accounting Services

  • Financial statements
  • Budgets
  • Cash flow analysis
  • Preparation of offering
  • Memorandum

Analysis of Letter of Intent

  • Post acquisition integration
  • Strategic management services
  • Management assessment
  • Strategic planning
  • Team development
  • Financial and estate planning