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.

Sell-side and buy-side advisory across the full transaction lifecycle

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:

Are you preparing to buy or sell?

Before a great strategic plan comes a clear-eyed assessment of where you are today.

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

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.

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.

Yes. We help leadership navigate the operational and financial integration that follows a transaction, including purchase price allocation, while aligning systems, strategy, and culture.

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. 

Beth Renga

Director of Consulting Services
sean

Sean Sands

Head of Mergers & Acquisitions
Judit NE

Judit Nagy-Eichelberger

Senior Director of Mergers & Acquisitions
Tim Watts

Tim Watts

CPA, Senior Associate, Mergers & Acquisitions
dave

Dave Bookbinder

Executive Director, Valuation Services

Explore related services from hfco

Business Valuations

Transition & Exit Planning

Tax Planning & Compliance

Strategic Planning

Igniting
Connection
Inspiring
Progress
Creating
Meaningful
Impact
Loading 0%
Scroll to Top