M&A Advisory

No two deals are alike, and every transaction presents unique challenges, risks, and opportunities. Your team of M&A advisors will guide and support you through every stage of the transaction lifecycle from developing the corporate strategy to performing diligence to leading the integration efforts.

Whether you are deploying your newest fund, divesting a business unit, contemplating an exit, or testing the waters for your first transaction, Redpath and Company will help you make timely, informed business decisions. You’ll receive comprehensive insights and insightful diligence reports that will be leveraged throughout the transaction process, giving you the flexibility to scale up or down as necessary.

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M&A Advisory Services

M&A Corp Dev Icon

Strategic and financial consulting with regard to raising capital, investment decision-making advice, identification of new opportunities, and rigorous M&A support throughout the value creation cycle.

Strategic Planning: Sell-Side

  • Strategic Story

  • Transition Goal Identification

  • Sell-Side Process Definition

Strategic Planning: Buy-Side

  • Growth Strategy

  • Inorganic Growth Strategy

  • Target Strategy & Rationale

Value Creation: Sell-Side

  • Quick-Hit Assessments

  • Financial Analysis

  • Initiative Development & Execution

Transaction Preparation

  • Outside Support Requirements

  • Sell-Side Quality of Earnings

  • Diligence & Process Preparation

Transaction Management

  • Transaction Process

  • Risk Management

  • Third-Party Coordination

M&A Diligence Icon

Diligence and planning to ensure transaction readiness and increase the likelihood to close, alignment of M&A strategy and goals identified in pre-diligence, and a strong foundation set for post-close success.

Sell-Side Readiness

Financial Modeling

Diligence

  • Quality of Earnings (Financial Diligence)
  • Operational
  • I.T.
  • Tax
  • Others As Identified

Synergy Planning

Transaction Management

  • Transaction Process
  • Risk Management
  • Third-Party Coordination
Closing Advisory
  • Legal Support
  • Negotiations Support
  • Pre- & Post-Close Support
M&A Post Close Icon

Implementation of critical First 100 Days items that create the foundation for scale and synergy capture that lead to maximum returns when executing the exit strategy.

Integration Strategy
  • Vision & Rationale
  • Objective & Metrics
  • Guiding Principles & Integration Type

Operating & Organizational Model

  • Operating & Organizational Model Design
  • Infrastructure Design
  • Retention & Culture

Integration Planning

  • Confirmatory Diligence
  • Milestone & Integration Planning
  • Integration Roadmap

Synergy & Financial Plan

  • Synergy Validation & Playbook
  • Financial Outlook
  • Metric Tracking

Integration Management

  • Integration Process
  • Synergy Management
  • Change & Communications Management

Adding Value Throughout the M&A Lifecycle

Transaction Advisory Lifecycle and $2.6B in Enterprise Value
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Our Approach

Every transaction presents unique challenges, risks, and opportunities. Whether you're navigating buy-side, sell-side, refinancing, or another transaction, a collaborative engagement with your advisors can cover all of the angles and ensure a successful outcome. Redpath provides our clients with the information they need to make informed business decisions throughout all stages of the transaction lifecycle.

M&A-Advisory-Approach-B

M&A Advisory Services Team

Joe Hellman, CPA

Partner, M&A Advisory Practice

Kory Boyer, MBA

Director, M&A Advisory Practice

Jeremy Miller, CPA

Senior Manager

Sam BeVier, MBA, CPA

Senior Manager

James Schock

Senior Associate

Brian Monahan

Senior Associate

Logan Amlung

Senior Associate

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Redpath Insights Blog

The Impact of Tax Reform on Merger and Acquisition (M&A) Transactions

John Kammerer, CPA April 16, 2019

Buyers and sellers have always taken taxes and tax law into account when evaluating a potential transaction. Sellers want to make ...READ MORE

IOI vs LOI in an M&A Transaction

Redpath and Company January 9, 2024

While an initial flurry of buyer interest can create an illusion of a quick finish, translating that enthusiasm into firm commitme ...READ MORE

M&A Market Update: 2023 Year-in-Review and 2024 Outlook [PODCAST]

Joe Hellman, CPA February 21, 2024

Mike Hirschberg, Director at Northborne Partners, joined Joe Hellman, Partner at Redpath and Company, to reflect on 2023 M&A a ...READ MORE

On-Demand Webcasts

Click the links below to watch Redpath webcasts on-demand.

Middle Market M&A: 2021, 2022, and Beyond