Transition & Transaction Advisory / Mergers & Acquisitions
Sell, buy or merge with the right team at the table
Mergers and acquisitions can be powerful drivers of growth when they are well-executed. At hfco, our CPAs and team of professionals with deep investment banking experience bring an operational focus and financial rigor to every transaction, helping you identify the right opportunity, navigate the complexity, and structure the deal in a way that maximizes value on your terms.
Whether you are selling, buying, or exploring a merger, the quality of your financial advisory team determines the quality of the outcome.
We partner with businesses at every stage of the transaction process.
Our process includes:
- Understanding your short and long-term transactional and personal objectives
- Identifying the right buyer or acquisition candidate to meet your objectives
- Establishing a range of value for the sale or acquisition to maximize economic, tax, financial, and business benefits
- Sell-side advisory services
- Coordinating with your broader deal team, working closely with valuation advisors, attorneys, bankers, and other advisors to keep everyone aligned and moving forward
- Buy-side advisory and due diligence services
- Preparation of Quality of Earnings (QoE) reports
- Purchase price allocation
- Risk assessment and management throughout the transaction process
- Tax-efficient deal structuring
- Post-merger support to help align systems, integrate strategy, and support leadership through the transition
Are you preparing to buy or sell?
A pre-transaction readiness assessment helps you understand where you stand, what steps maximize value before a transaction, and what a realistic timeline looks like.
This transaction is an important milestone in our company history. We were eager to partner with a firm with deep experience assisting owner-operators in further scaling family businesses like ours through support of ongoing continuous improvement initiatives and strategic acquisitions.
Vice President
New Jersey Mechanical Contractor
Our insights on mergers & acquisitions
Recent Transactions
What businesses ask about mergers & acquisitions
At what point in the M&A process should I engage hfco?
The earlier the better but optimally 12-24 months prior to desired transaction date. Engaging an advisory team before you begin gives you time to prepare your financials, identify value enhancement opportunities, and approach the transaction from a position of strength.
Can hfco help with both buying and selling?
Yes. We advise on both sides of transactions. Our sell-side services focus on understanding your objectives, transaction preparation, financial packaging, and maximizing value for the seller. Our buy-side services focus on due diligence, valuation, and risk identification.
Does hfco handle post-merger integration?
Yes. We help leadership navigate the operational and financial integration that follows a transaction, including purchase price allocation, while aligning systems, strategy, and culture.
What is a Quality of Earnings report and do I need one?
A Quality of Earnings (QoE) report is a detailed financial analysis that gives buyers confidence in the accuracy and sustainability of a seller’s reported earnings. It is increasingly expected in mid-market transactions and can significantly affect deal pricing and terms.
Meet your mergers & acquisitions team
Whether you are preparing your business for sale, exploring an acquisition, or evaluating a merger, our M&A team brings operational expertise and financial rigor to every stage of the transaction.
