We help buyers manage the end-to-end M&A lifecycle (including planning, execution, integration, and evaluation), offering expert support throughout the transaction process. We assist with evaluating deal structures, terms, and purchase consideration mechanisms, along with consulting on valuation issues. We also help with the post-transaction migration and transition process, assisting with closing statement preparation and consulting on the processes that can lead to the successful finalization of the transaction consideration.
We work with sellers to effectuate successful divestiture processes through the planning, execution, value creation, and return phases. We assist with packaging financial information and designing deal structures that benefit our clients’ interests. Further, we work to mitigate the risk of post-transaction disputes by assembling critical accounting records prior to sales transactions to defend against post-transaction issues that may occur. Post-transaction closing, we review closing statements, liaise with counterparties, and consult on any potential challenges or disputes to raise once control of the financial reporting has been shifted to buyers.
We work to identify and align opportunities with your strategic vision, including pinpointing potential acquisition targets using preliminary analyses of valuation and risk to create a long-term strategic plan and execution framework, staying conscious of any organizational gaps and succession issues. Post-closing, we steer the integration process to enhance stakeholder engagement and leverage talent, including focusing on cultural integration and performance management, both short-term and long-term sustainability, and achieving strategic objectives. Finally, we collaborate with you and the leadership of your portfolio company to execute effective deal planning by aligning sales and divestiture options with overarching strategic objectives through thorough buyer searches and initial assessments that emphasize informed decision-making.
We help to mitigate risks and identify opportunities by analyzing target company accounting data efficiently, whether during the evaluation of a potential purchase or in preparation for a sale or divestiture. We have a deep understanding of accounting processes and data science analyses to help identify accounts and transactions that pose risks or affect trends and assess the quality of the accounting judgments and estimates in reported results. We also offer ABAC due diligence services, including target company ABAC compliance review and post-close compliance program enhancement, integration, and monitoring.
NEW YORK
1 Penn Plaza
Suite 3310
New York, NY 10119
P: +1 212-845-9018
info@floydadvisory.com
BOSTON
155 Federal Street
11th Floor
Boston, MA 02110
P: +1 617-586-1040
info@floydadvisory.com
© 2025 Floyd Advisory. Floyd Advisory is not a certified public accounting firm and does not provide audit, attest, or public accounting services. Legal Disclaimer | Privacy Policy | Terms and Conditions