Whether your company is buying or selling, we know that this type of change has significant implications for all involved. Mergers and acquisitions are among the most powerful options for transforming a business’ industry standing and profitability. DZH Phillips has the objective focus and professional experience you can rely on when contemplating your next deal. We offer clear, unbiased insight based on a full evaluation of your market position and your business’ particular needs. Our services include:
- Deal structuring and contract assistance
- Integration analysis and planning
- Post-acquisition advisory and support services
- Alternative financing identification
- Purchase price dispute services
- Valuation support and analysis
- Tax strategy development
- Transactional due diligence
- Detailed financial modeling
- Divestiture strategic planning
- Analysis of sale alternatives
- Industry analysis
Due Diligence
A vital component of any merger or acquisition, due diligence involves quantifying, analyzing, and verifying all aspects of a business prior to entering into an agreement or transaction with another party. In its simplest form, due diligence provides reasonable reassurance that a contemplated deal truly makes sense; in its ideal form, the process brings to light information that will help minimize both short- and long-term risks and maximize the value of a merger or acquisition. Our comprehensive approach to due diligence involves an investigation of the following:
- Corporate records
- Business contracts
- Legal and financial records
- Property
- Intellectual property
- Management and employees
- Litigation
- Insurance
- Regulations and filings
Transaction Advisory
DZH Phillips’ transaction advisory team works with clients before, during, and after a merger or acquisition to ease the overall experience of this complicated process. We assist buyers and sellers with everything from negotiating the deal and financing the transaction to debt placement and tax structuring. As your partner throughout the experience of buying, selling, or merging businesses, we strive to be your first point of contact and most trusted resource. We also support our clients during the critical post-transaction period of business integration.
Debt Restructuring
Sometimes in the course of business it becomes necessary or simply just advantageous to restructure debt obligations. Our professional staff bring significant experience in this area, coupled with discretion and respect, to negotiate a plan that will meet the needs of both the client and creditor. We prepare for clients a credible forecast that accurately projects their financial performance, then develop a plan that includes recommendations on the debt level and structure the business can ultimately support. Our debt restructuring plans typically involve: temporary, relaxed principal and interest payments; renegotiated termed-out debt structures; conversion of debt obligations to equity; and/or subordination of senior debt.