Mergers and Acquisitions
Mergers and acquisitions advisory for lower and middle market businesses, including due diligence, quality of earnings reports, and sell-side advisory, supporting transactions across Western New York and beyond.
Mergers and Acquisitions
This may be the single most important transaction in the history of a business. Feeling the pressure?
Our team is equipped to advise a company’s leadership through all the stages of a business’s transition. We offer pre- and post-transaction services to buyers and sellers across numerous industry sectors, private equity firms, and other transaction advisors.
Our Merger and Acquisition Services Include the Following:
- Due Diligence Of Business Acquisition Target
- Business Valuation
- Tax Structure Options
- Performance Improvement Opportunities
- Internal Controls, Processes, And Systems Evaluation
- Favorable Deal Terms Negotiation
- Risk And Compliance Management
- Estate Planning
- Strategic Business Advisory Services
- Business Process Reviews
- Purchase Price Allocation
- Reverse Due Diligence
- Quality Of Earnings Report
Who We Serve
Our M&A advisory practice serves a broad range of transaction participants:
- Private company owners considering a sale or acquisition
- Family offices and family-owned businesses navigating ownership transitions
- Private equity firms requiring financial due diligence and advisory support
- Independent sponsors sourcing and executing acquisitions
- Management teams pursuing a management buyout
M&A Advisory Services
Our firm has dedicated our three-decade existence to advising closely held businesses.
Over this time, CTBK has amassed extensive institutional knowledge of the M&A process. Our deep understanding of the intricacies of these transactions, coupled with technical expertise in financial reporting and tax make us uniquely qualified to support you in these engagements.
CTBK has collaborated with various entities to navigate the complexities of acquisitions, divestitures, recapitalizations, and other related engagements. These entities include:
- Private companies
- Family offices
- Private equity companies
- Independent sponsors
Our approach is comprehensive and client-centric
Ensuring that each transaction is tailored to meet your specific goals.
We focus on providing substantial value and mitigating risks, leveraging our expertise to guide you through every stage of the M&A lifecycle. By working with CTBK, you benefit from a team that is committed to delivering strategic, insightful, and results-driven solutions, ensuring you achieve optimal outcomes in every deal.