Our Comprehensive, Value-Focused Deal Advisory Services
Whether you are buying or selling, BDO’s M&A POWERED™ Platform offers a full suite of services to help you maximize the outcome of your transaction.
SELECT A STAGE TO LEARN MORE
Strategy
Assessment &
Due Diligence
Integration & Implementation
Organizational Transformation
Performance Improvement
Exit /
Divestiture
(Quality of Business™)
STRATEGY
KEY OUTCOME
Develop market-leading M&A strategies that generate value at every step of the way and across the entire deal lifecycle.
Capital raising strategy
Investment banking services
Investment model assistance
M&A playbook design
Preparation and M&A
strategy support
Strategic supply chain network design
Workforce strategy
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Business and asset valuations for commercial, tax, and accounting purposes
Commercial valuations
Due diligence preparation
Exit readiness
Insurance recovery
Regulatory compliance
Review of current insurance coverage
and potential liabilities
Tax optimization
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KEY AREAS OF SUPPORT
Deal Strategy
Pre-Deal Planning
Capital structuring
Cash flow optimization
Operational improvement
Revenue optimization
Risk/crisis management
Stakeholder and
management reporting
Talent management/
employee retention
Tax efficiency and total tax liability management
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Ongoing Value Creation
KEY AREAS OF SUPPORT
Identify hidden risks and opportunities and analyze deal-related data through our Quality of Business™ due diligence approach which incorporates a comprehensive assessment that facilitates better decision-making throughout the deal process.
KEY OUTCOME
ASSESSMENT & DUE DILIGENCE (QUALITY OF BUSINESS™)
Financial
and Tax
IT and Cyber
Human Capital
and Workforce
Operations
The approach to due diligence and the standards for doing a Quality of Earnings analysis have evolved-whether you are the buyer or the seller.
Our unique Quality of Business™ approach enables a broad look at the entire business, across the spectrum of financial, tax, accounting, operational, IT, HR and insurance related issues. It is driven by analytics and focused on determining true value while identifying hidden opportunities.
Our analytics platform gives you better visibility into deal-related data—allowing you to move faster and with greater confidence, using the information to provide a comprehensive view of the entire Quality of Business™ and generate actionable insights pre-, during, and post-deal.
WHAT IS QUALITY OF BUSINESS™?
Lay the strategic foundation for a seamless transition—and capture full expected synergies once the deal closes. Whether you are integrating the acquired entity or setting it up for long-term growth, a successful integration of operations, finance, culture, and technology is the key to success.
KEY OUTCOME
INTEGRATION & IMPLEMENTATION
Day 1, stabilization and integration planning
Integration management office setup and operation
Integration strategy development
Interim leadership and knowledge transfer
NewCo operating model and organization design
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KEY AREAS OF SUPPORT
People, process, systems and data integration
Post-transaction support, including dispute support
Synergy and value creation assessment
Technical accounting
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Change management; cultural assessment
Compensation and benefits design plus optimization
Digital transformation
Interim management and staff augmentation
Organization design; rightsizing the organization to meet the deal thesis
Real estate and workplace strategy
Succession planning; retention implementation
Talent management; employee value proposition
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KEY AREAS OF SUPPORT
Optimize operating models and organizational structures to increase agility and productivity and strengthen overall performance.
KEY OUTCOME
ORGANIZATIONAL TRANSFORMATION
Budgeting, forecasting and reporting
Customer and product profitability
Cybersecurity and regulatory compliance
Finance organization design
Insurance and risk management
Internal audit
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KEY AREAS OF SUPPORT
Maximize returns on your investment through a focused value creation plan that enhances revenues, captures synergies, increases profit margins and mitigates risk.
KEY OUTCOME
PERFORMANCE IMPROVEMENT
Prepare and execute on a strategic exit plan that limits risk and maximizes value.
KEY OUTCOME
EXIT / DIVESTITURE
Divestiture or carve-out management office
Interim management
Interim talent
Tax liability review
Technical accounting
Post-transaction financial and accounting support
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Exit Implementation
Board advisory
Sell-side advisory
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Exit Execution
Carve-out financial statement preparation
Financial, Operational, HR and IT separation and Day 1 readiness
Investigative due diligence
Sell-side due diligence
Tax exit planning
Transition service agreement (TSA) development and execution
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Exit Preparation
KEY AREAS OF SUPPORT
IT strategy and systems integration
Management of employee liabilities
Organization spans and layers
Process reengineering and automation
Restructuring services
Supply chain management
Tax strategy and structuring
Workforce optimization
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