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The Perreault Birmingham Group LLC, San Francisco
Value Added Merger & Acquisition Services
Page: Merger & Acquisition Services
URL: http://www.thepbgrp.com/merger-acquisition-services/m-a.html

M&A Advisory Services

Need/Opportunity

Given the small number of IPOs, almost all private companies seeking to achieve liquidity must consider being acquired. Likewise, larger companies seeking growth or wanting to shed non-core assets must also consider M&A as a valuable tool for achieving their objectives. Once a company has decided to engage in an M&A transaction, significant effort is required to undertake and consummate a successful transaction.

The PBGroup M&A Advisory Services

The Perreault Birmingham Group LLC offers the skills and experience in M&A that can guide a client through the complex issues that surround an M&A transaction and achieve the outcomes desired. Through an association with GBS Financial Securities, Inc, a registered broker-dealer and member of the NASD and SIPC, Messrs Birmingham and Hofmann, as registered representatives of GBS Financial, bring investment banking services and expertise to our target market of smaller private companies and smaller transactions. With our assistance in managing the process from start to closing, the client improves its chances for a successful transaction. We start by working closely with the client to define the outcomes desired and then, in cooperation with the client, we manage the process to achieve the objectives set.  We can assist with pre-merger integration planning and post-merger integration to ensure a successful transaction after closing.

Service Process

Steps in our M&A advisory service process:

Transaction Preparation

  1. Definition of Desired Outcomes
    1. Operational
    2. Financial
    3. Strategic
  2. Strategic Assessment of Client in the context of the M&A transaction
    1. Company review
      1. Financial
      2. Operational
      3. Sales/Marketing
      4. Customer Service/Support
  3. Identification of Potential Targets
    1. Target industries, sectors and/or markets
    2. Qualification characteristics and priorities
  4. Valuation of Clients and Targets
  5. Preparation of Bid/Offer package

Transaction Execution

  1. Presentation to Targets
  2. Business and Financial Due Diligence of Targets
  3. Negotiation of Deal and Terms Sheet
  4. Assist in Legal and Accounting Due Diligence
  5. Assist in Negotiating Definitive Merger Agreement
  6. Pre and Post Closing Integration Planning and Execution

Deliverables and Milestones

There are several steps in a merger, acquisition or divestiture transaction.  An M&A engagement would include the following:

  • Define characteristics of Qualified Targets
  • Prepare and Prioritize list of potential targets
  • Prepare Bid/Offer package
  • Due Diligence Report on Targets
  • Term Sheet
  • Definite Merger Agreement
  • M&A Advisory Experience

The principals of PBG have over 20 years of experience in helping companies successfully execute mergers, acquisitions and divestitures.  This following are some of the companies and transaction in which the PBG principals have been involved.  For a more detailed list of companies and transactions, please click here.