R.E. Wealth Advisors helps companies improve their odds of successful M&A through an integrated, tested approach that links acquisition strategy, diligence and merger integration.
Mergers and acquisitions (M&A) and corporate restructuring are a big part of the corporate finance world. Every day, Wall Street investment bankers arrange M&A transactions, which bring separate companies together to form larger ones. When they’re not creating big companies from smaller ones, corporate finance deals do the reverse and break up companies through spinoffs, carve-outs or tracking stocks.
The primary purpose of M&A is not to grow big fast, but for companies to do what they do better. Mergers and acquisitions work is deeply ingrained in R.E. Wealth Advisors. We offer clients a disciplined approach to deal making and bring our expertise to all elements of the deal value chain, including:
Merger Integration: To make a deal pay off, you have to nail a short list of critical actions. But merging two companies also requires rigorous follow-through on a long list of integration tasks. Doing both is hard. R.E. Wealth Advisors is the best positioned consultancy to help companies strike that balance. We bring a unique approach that is highly tailored to the specifics of a deal to capture value from day one.
Joint Ventures and Alliances: R.E. Wealth Advisors assists clients throughout the joint venture process: strategy development, partner selection and operating implementation. We have found that alliances go wrong most frequently due to neglect of the first stage?strategy development. Therefore, we focus disproportionately on ensuring that deals are structured correctly from the outset, with a very clear, shared vision and a solid understanding of mutual economics.
Acquisition Screening: We help clients develop an investment thesis that is aligned with strategy and growth opportunities. We work to enhance deal flow by screening targets based on criteria set in the M&A acquisition strategy process and develop a road map to approach targets.
Divestitures: To maximize a business’s exit value, divestiture programs must be carefully orchestrated. We help companies maximize exit value in all phases: evaluating value-enhancing divestiture options as part of corporate strategy and preparing businesses for sale, which includes building the exit story and providing transaction support during the sale process.
Strategic Due Diligence: We collaborate seamlessly with client teams to help companies make better investment decisions. We generated insights through world-class diligence to prove or disprove the deal thesis, realistically assess synergies and chart the course of integration early.