Financial Advisory
Valuation Estate & Gift Tax ESOP Fairness Opinion M&A Consulting Solvency Opinion
Merger & Acquisition Consulting
Oxburgh Row Financial is experienced at providing valuation guidance for a variety of issues that relate to mergers, acquisitions, divestitures, reorganizations, and spinoffs. Acquisitions may require only a single valuation whereas mergers typically require valuations for both parties. The terms of any particular transaction can vary widely but frequently include cash, stock, notes, or any combination thereof. We represent both buyers and sellers in resolving transaction disputes and provide forensic analysis to identify specific anomalies in purchase price adjustments or suspected financial transgressions to the documentary representations. Valuation services include the following:
- Consulting and negotiations with acquiring entities
- Fairness and solvency opinions
- Market research
- Purchase price allocation for segregation of personal goodwill
- Working with legal representation to optimize deal structure
In addition to valuation services, Oxburgh Row Financial provides guidance and support for the post-transaction integration. The operational integration of any particular merger or acquisition is always accompanied by some degree of disruption, so a well planned assimilation of different company cultures and systems is critical to realizing the expected benefits of the strategic transaction.
We have the experience to help clients address the financial, operational, and human resource challenges associated with a successful integration. This transition advisory also includes guidance on corporate governance, incentive compensation, and exit planning.