MERGERS & ACQUISITIONS
Our Mergers and Acquisition Process
CELEBRATE YOUR SUCCESS
M&A Framework at F Silveira
Whether you’re buying or selling a business, M&A creates powerful opportunities for growth or strategic transition. In today’s fast-changing environment driven by innovation and globalization, M&A transactions enable businesses to evolve, expand, or exit on their terms.
At F Silveira CPA, we offer a clear and customized approach to M&A, supporting both buyers and sellers through three key phases:
- Strategy Development – We work with you to define your goals – whether it’s finding acquisition targets that align with your growth strategy or positioning your business to attract the right buyers and maximize value. Our focus is on creating a clear roadmap tailored to your objectives.
- Deal Structuring & Negotiation – From conducting thorough due diligence to deal structuring and negotiating terms, we manage the complexities so you can focus on making the decisions. Our team minimizes risks, ensuring a smooth process.
- Post-Transaction Support – After the deal is closes, we continue to support you as needed. Our goal is to ensure a seamless transition and long-term success.
Every transaction is unique, so we tailor our approach to meet your specific needs, whether you’re buying or selling. Ready to take the next step? Contact us today to start building a strategy that maximizes value and ensures a seamless transition.
Advisory
Our team can perform a thorough analysis of your business and offer creative financial advice.
Accounting
We can systematically record, analyze, and interpret the financial information of your business to your critical advantage.
Strategy
We’ll listen to your goals, aspirations, and dreams and develop a financial plan that strategizes your path to achieving them.
LET'S MAKE A PLAN
M&A Strategy Development
Starting an M&A transaction without a clear strategy can feel overwhelming. That’s why we begin by understanding your vision – whether it’s growing through acquisition or planning your ideal exit. We help you define your objectives and create a customized roadmap designed to meet your goals. You will feel confident knowing that our team is guiding you, helping to identify acquisition targets that perfectly fit your business or positioning your company to attract the right buyer for maximum value.
Contact us today to develop your M&A strategy.
STRATEGIC RATIONALE
M&A Deal Structuring & Negotiation
Whether you’re buying or selling a business, the M&A process can be complex. At F Silveira CPA, we guide you through each step with expertise, ensuring a smooth and beneficial transaction.
Here’s how we can help streamline the process:
- Due Diligence Preparation – Whether you’re buying or selling, due diligence is a critical part of the process. For buyers, we conduct a thorough review of the business’s financials and processes to uncover any risks or opportunities. For sellers, we help you to prepare for the buyer’s due diligence, ensuring your financials, contracts, and key documents are organized and ready for review. This thorough preparation helps ensure transparency and protects your interests.
- Due Structuring – After due diligence, we structure the deal to align with your goals. For sellers, this means creating a structure that maximizes your business’s value. For buyers, we ensure the deal terms are favourable and fit within your strategic plan, minimizing risk and setting you up for long-term success.
- Negotiation – We take the lead in negotiations, advocating for your interests to secure the best possible outcome. From purchase price to financing terms to specific deal conditions, we guide you through each conversation with clarity, ensuring you’re always in control of the process.
- Closing the Deal – Our team works closely with you and your legal advisor, to finalize all the details, making sure nothing is overlooked. We aim to make the closing process seamless, allowing you to move forward with confidence and peace of mind.
With our team managing the details, you will have the support you need for a well-structured, well-negotiated, and successful transaction.
LESSONS LEARNT
M&A Post-Transaction Support
The majority of business owners are aware of how crucial post-closing activities are to the success of acquisitions, but they may not have the resources necessary to do so. This is why working with a trustworthy CPA advisor is essential. Post-closing activities consist of three phases: planning, implementation, and reflection.
Planning
An effective oversight implementation plan, complete with assigned responsibilities, metrics, and milestones, is key to a successful M&A transaction.
Implementation
Actually, only half of the job is done by the M&A transaction itself. No new value can be produced until the post-closing execution starts, even if the market may immediately recognize part of the potential value created by uniting the two firms.
Lessons learned
The framework’s last stage examines the lessons that businesses can take away from analyzing their M&A successes and issues. It emphasizes some of the essential skills and abilities required to compete in M&A. This highlights how companies may be confident that they are improving their skills and capacities for the upcoming transaction by learning from each transaction.
STRATEGIC RATIONALE
F Silveira Sources of Value in M&A
In M&A, there are typically four main sources of value, each designed to enhance competitiveness and increase shareholder value. While these sources of value are often combined in transactions, examining them individually highlights the unique challenges, risks, and success criteria they present:
Cost Synergies
The benefits derived from increased scale, particularly in operations and administrative functions, leading to cost savings.
Revenue Growth
This includes revenue synergies, such as gaining access to new markets, introducing new products, or leveraging new channels for existing products.
Strategic Value
Improved positioning or enhanced platforms for future growth, helping the business strengthen its competitive advantage.
Other Sources of Value from Ownership Changes
Private equity firms often create value by altering a company’s financial structure or management approach, driving operational improvements and efficiencies.