Transaction Advisory Services

ZRG’s transaction advisory services prepares your company for the before and after of buying or selling a business, undertaking a merger, or going public.
 

What are transaction advisory services?

For most companies, significant strategic moves—such as buying or selling a business—are not everyday occurrences. Big undertakings, like making an initial public offering (IPO) or entering into an agreement with a special purpose acquisition company (SPAC), puts the skills and capacity levels of leadership and finance teams to the test. Exit strategies like a SPAC, M&A and IPO tend to take over the agenda, involve tight timelines, pull many from their day-to-day job, and raise the stress levels of even the calmest of executives and managers.

Overview of the transaction advisory services we provide

ZRG specializes in supporting and becoming a vital part of the team as a company pursues an exit strategy, including traditional IPOs, M&A deals, and SPACs:

M&A Advisory

Whether you’re managing a target company that has an attractive talent base or an in-demand product, or your company is about to make an acquisition, we can help you prepare and support you during the diligence process, the transaction, and the integration, as you combine teams, systems, and cultures.

For an acquisition, are you asking the right questions of the target company? Are the assumed synergies realistic? How will you bring in this new entity and everything that comes with it? Our M&A experts have been through a variety of M&A transactions, pre-deal and post-deal, and will help set you up to achieve the goals and value that’s planned for.

IPO Advisory

For this transformative event, you’ve got a lot to prepare for, as leadership will need to participate in roadshows, the company will have to become accustomed to the quarterly financial reporting cycle, and the finances will become subject to the prying eyes of anyone who wants to see them. On top of that, you’ll be subject to Sarbanes-Oxley compliance.

What needs to change at your company in order to meet the new requirements and act like a public company? What can you expect the day after the first day of trading and every day after? Your pre-IPO finance team may not have the experience or capabilities to get the company through this on their own—they may require training and support. Our transaction advisory services experts will assess your systems and processes, including your ability to produce reliable, timely financial statements and SEC reports, and be prepared for quarterly auditor visits. Adjustments may be in order to meet the compliance requirements and expectations ahead, not only to minimize your risk of a material misstatement but to consistently be forthcoming with investors about your business performance.

SPAC M&A Advisory

For deals with a special purpose acquisition company (SPAC), which provides a quick vehicle toward becoming a public company, our transaction advisory services experts act quickly to help the target company become “IPO ready.” While some of the support and guidance we provide here is similar to our traditional M&A transaction advisory services, this type of deal requires speed as the acquired company becomes a public company and is expected to step into that role immediately. For instance, SOX compliance is on a quicker timetable here as the date of compliance starts when the SPAC is funded, not when the operating company is acquired.

How do we help you?

For any strategic transaction or exit strategy, you want to know what you’re getting into, and you want to know that you’ll be able to realize the expected value of the deal.

Our team has experience across many industries and sectors to help you at every stage of your business.

Most likely the talented members of your team who will be part of the strategic transaction and integration group have had little experience with M&As or IPOs.

Exit strategy expertise

Are you ready for the scrutiny that comes from being a target company or a public company under the constant scrutiny of investors, analysts and the Securities and Exchange Commission? Or, if you’re buying a company, are you prepared to do the scrutiny yourself?