Mergers & Acquisitions is one of the most dynamic and complex business fields. Usually, an M&A process involves multiple experts from various areas:
Business Valuation Experts. If you know what your company is worth, it’ll help ensure you don’t sell for too little, go to market too high, or pay too much as a buyer. Understanding the key drivers in a business valuation can also help you spot areas for operational improvement so you can increase your company’s value for a future sale.
Finance Managers / Accountants. Financial and tax accountants will assist with financial due diligence, help you clean up your financials so you’re well-positioned for a sale, and advise you on structuring the transaction. All buyers will conduct at least a financial audit and you’d better be prepared.
Layers. Buying or selling a business is one of the most important financial transactions of your life. You may already have a trusted lawyer for other legal concerns, but you should also hire a lawyer or law firm that specializes in M&A transactions for this business deal. They’ll assist with the legal aspects of the negotiation and guide you through the due diligence process. Your lawyer will also draft the sell/purchase agreement and set up any resulting business entities to maximize tax and legal advantages.
Business Brokers / Investment Bankers. Business brokers or investment bankers can help buyers and sellers, separately, through the sales process.
Bankers or Fund Managers. If you need external financing to fund the deal, you’ll need a banker who’s experienced in financing M&A deals. A banker lends funds, but can also help think through any risk mitigation and due diligence issues.
HR Experts. HR has an important role in due diligence, especially in IT services companies where people are usually the main asset, the main cost and a high risk.
IT / Integration / Tech Experts. They play an important role in due diligence to assess the entire tech environment in the perspective of future integration.
Business / Operation Managers. In order to assess the healthiness of the business, you need managers with previous experience in the same field.
PR / Communications Experts. You may need support to strategically plan internal communication and market PR.
MAXMA is building a club of business and tech experts involved in the Romanian IT M&A sector. We developed a strong network of partners, covering all necessary roles, to ensure the success of all deals that we take accountability for.
