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Transaction Advisory SERVICES

Transaction Advisory - Frazier & Deeter, LLC · Transaction closing Purchase agreement Sell-side advisory Purchase price allocation & opening balance sheet Working capital & purchase

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Page 1: Transaction Advisory - Frazier & Deeter, LLC · Transaction closing Purchase agreement Sell-side advisory Purchase price allocation & opening balance sheet Working capital & purchase

TransactionAdvisoryS E R V I C E S

Page 2: Transaction Advisory - Frazier & Deeter, LLC · Transaction closing Purchase agreement Sell-side advisory Purchase price allocation & opening balance sheet Working capital & purchase

Accounting & financial reporting

Finance

Tax

Valuations

State & local tax

Process, risk & governance (internal controls)

IT risk assessment

Asset and stock acquisitions

Joint ventures

Divestitures

Carve-outs

Recapitalization/refinance

IPOs

ESOPs

Our Exceptionally Qualified Team

Areas of ExpertiseTransactions

IN-DEPTH EXPERIENCEto support every type of transaction

$5B+Value of Transactions

50+Years of Experience

250+Transactions

– O V E R –

Frazier & Deeter

Page 3: Transaction Advisory - Frazier & Deeter, LLC · Transaction closing Purchase agreement Sell-side advisory Purchase price allocation & opening balance sheet Working capital & purchase

Financial sponsors

Strategic corporate clients

Private equity

Investment bankers

Investment advisors & brokers

Family offices

B2B Services

Technology Consumer Goods

Healthcare

Real Estate& Construction

Hospitality

Manufacturing& Distribution

Restaurant & Retail

Key Industries

Who We ServeBUYERS, SELLERS AND THEIR ADVISORS, INCLUDING:

B2B

Page 4: Transaction Advisory - Frazier & Deeter, LLC · Transaction closing Purchase agreement Sell-side advisory Purchase price allocation & opening balance sheet Working capital & purchase

Buy-sidedue diligence

Transaction closing

Purchase agreement

Sell-side advisory

Purchase price allocation & opening balance sheet

Working capital & purchase priceadjustments

IT system integration

Earn out

Tax planning& compliance

Financial statement audits

Sell-side “reverse”due diligence

Enterprise readiness

Transaction taxstructuring

IT risk assessment

Across the Deal Lifecycle

Post-CloseTransactionExecution

Letter of Intent Negotiation

321

Due DiligenceQuality of earnings

Quality of assets

Debt-like items & liabilities

Income statement trend & key metric analysis

Working capital analysis

Transaction AdvisorySOLUTIONS

Page 5: Transaction Advisory - Frazier & Deeter, LLC · Transaction closing Purchase agreement Sell-side advisory Purchase price allocation & opening balance sheet Working capital & purchase

Buy-side and sell-side due diligence

Quality of earnings

Quality of assets

Working capital

Sell-side advisory

Divestitures and carve-outs

Post-acquisition assistance

Pre-IPO preparation and recapitalizations

M&A valuation

Restructuring

Financial reporting

Tax compliance

Litigation support

Fairness opinions

Tax structuring

Tax due diligence

Section 382 limitation analysis

Section 338(h)(10) elections

Nexus tax compliance reviews

ESOP

Merger integration and optimization

IT due diligence and risk assessment

Enterprise Risk Management (ERM)

SOC 1, 2 & 3 examinations

ISO27001/2 and PCI DSS compliance

Our experienced team of dedicated professionals approaches each

transaction with a holistic perspective that helps minimize risk for

middle market transactions.

FinancialDiligence

Valuation& BusinessPlanning

Tax Diligence

Process,Risk & Governance(PRG)-Internal Controls-

What We Do

Page 6: Transaction Advisory - Frazier & Deeter, LLC · Transaction closing Purchase agreement Sell-side advisory Purchase price allocation & opening balance sheet Working capital & purchase

Frazier & Deeter is one of the fastest-growing

accounting and advisory firms in the U.S.

We serve the complex needs of clients, from

the Fortune Global 500 to rapid growth small

businesses, by accounting for today while

advising for the future.

Frazier & Deeter, LLC

Frazier & Deeter, LLC

@frazierdeeter

FrazierDeeter

US

866.226.2104

fraz ierdeeter.com

UK

+44 (0) 203 960 7522

f raz ierdeeter.co .uk