Mergers & Acquisitions Advisory Services
Navigating mergers and acquisitions (M&A) requires experienced guidance to achieve strategic growth and expansion. At Bateman MacKay, we recognize M&A decisions as crucial, often representing the culmination of a lifetime’s work for manager-owned businesses. Our team offers a comprehensive suite of M&A advisory services addressing the myriad complexities of Mergers and Acquisitions with strategic tax planning, business valuations, and financing strategy in Toronto, Mississauga & Burlington.
Comprehensive Mergers & Acquisitions Advisory Services
Bateman MacKay’s M&A advisory services support clients at every stage of the deal, ensuring well-informed decisions and strategic outcomes.
Due Diligence
Bateman MacKay’s thorough due diligence process lays the foundation for informed decision-making. We meticulously assess financial, legal, and operational aspects to identify potential risks and validate the investment premise, empowering our clients with confidence as they move forward.
Negotiation Support
We provide expert guidance during negotiations, ensuring that our clients secure terms that align with their strategic objectives. Our team excels in identifying pivotal deal terms, facilitating effective communication, and crafting strategies that lead to successful outcomes.
Quality of Earnings (QoE) Report
Our Quality of Earnings (QoE) reports provide a deep dive into a target company’s financial health, highlighting the sustainability of earnings by adjusting for non-recurring or non-operational items. This critical analysis is essential in the M&A process for a clear understanding of the target’s true earnings stability and value proposition.
Purchaser and Vendor Due Diligence Reports
Whether we are representing the buyer or the seller, our independent due diligence reports offer a transparent, honest view of the transaction. This ensures integrity and trust are maintained on both sides throughout the M&A process.
Purchase and Sale Transaction Structuring and Agreements
We tailor deal structures to meet your specific goals, with a focus on tax efficiency, regulatory compliance, and strategic fit. Our expertise extends to drafting and reviewing purchase and sale agreements, ensuring all negotiated terms are accurately reflected and the M&A transaction is structured for success.
Financing Strategy
We assist in developing and implementing financing strategies that support the acquisition process, including advice on debt and equity financing to optimize the capital structure.
Pre and Post Acquisition Tax Planning and Reorganization
Our tax planning services are designed to maximize tax efficiencies before and after the acquisition, including strategies for entity restructuring and integration planning, ensuring a smooth transition and alignment with long-term objectives.
How We Can Serve YOU!
Mature & Stable Business
Well-established companies with a consistent market presence and reliable revenue streams.
- $10million + in revenue
- Multiple entity structure
Mature & Stable Businesses
Growing Business
Growing while focusing on increasing market share, scaling operations, and possibly exploring new markets
- $2-10 million
- a need for increased infrastructure, workforce expansion
- managing new product lines or services
Growing Businesses
Small Business
Smaller enterprises, often with a localized market focus and a lean operational model.
- Less than $2 million
- a simple organizational structure, with fewer employees and limited requirements.
Startups & Small Businesses
Regulated Professional
Medical professionals, lawyers and others operating in professions governed by regulatory standards and ethical codes.
Accounting for Regulated Professionals
Partner with Bateman MacKay for M&A Excellence
Ready to embark on a merger or acquisition? Let Bateman MacKay be your guide through the M&A journey. With so much involved in an M&A transaction from upfront tax planning and business valuation to handling staffing issues and post-merger integration our advisory services provide invaluable support at every step.
In addition to our dedicated M&A team, we draw on Bateman MacKay’s specialists in tax planning and compliance, accounting and assurance, and business advisory to deliver a holistic solution. Contact our team in Toronto, Burlington or Mississauga today to discuss how we can help achieve M&A success for your business.
200+
Audits Completed
47
Industry Experts
100%
In-House Capabilities
Award Winning CPA Firm
Our major awards from Great Place to Work and Inside Public Accounting feature distinct pillars of our success. Combined, they highlight our ability to create a great place to work and holding ourselves to the highest industry stands while running a successful, growing business.
Our Services
Bateman MacKay LLP is a full-service accounting firm offering corporate tax planning and compliance, accounting and assurance, and business advisory services, with clients from small businesses to growing and mature enterprises.
With offices in the west Greater Toronto Area, we serve companies across Canada.
Assurance and Accounting
The details of your business matter. As a CPA-led service, Accounting and Assurance allows you to attain clear, impactful financial data, offering fiscal awareness to gain a deeper understanding of your business operations and how to take them to the next level.
Accounting Solutions
Tax Services
Our Tax Consultants create and execute customized tax solutions and corporate tax planning tailored to each client’s unique needs. Let Bateman MacKay provide strategic tax planning, guidance, and mentorship to help you grow, protect, and preserve your business.
Tax Planning & Consulting
Mergers and Acquisitions
Our team offers a comprehensive suite of M&A advisory services addressing the myriad complexities of Mergers and Acquisitions with strategic tax planning, business valuations, and financing strategy.
M&A Advisory Services
Business Advisory and Consulting Services
Our experienced business advisors identify strengths and weaknesses, address opportunities, and work with you to build a foundation that supports today’s business goals and establishes a target for the future.
Business Advisory Services
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Frequently Asked Questions
- Why is due diligence critical in the M&A process?
Due diligence helps identify financial and operational risks, ensuring informed decisions for a smooth transaction.
- What does a Quality of Earnings Report include?
A Quality of Earnings Report assesses financial health by adjusting for non-recurring items, offering a clearer view of earnings stability.
- How does Bateman MacKay support negotiations in M&A transactions?
We offer M&A consulting to help clients secure terms that align with their goals, focusing on key deal elements and communication.
- Why is tax planning essential before and after an acquisition?
Pre- and post-acquisition tax planning optimizes tax efficiency and helps integrate new structures in alignment with long-term goals.
- How can Bateman MacKay assist with financing strategies in an acquisition?
We advise on debt and equity financing options, helping clients structure capital to support their acquisition and growth goals.
- What Are Mergers and Acquisitions, and Why Do Businesses Need Advisory Services?
Mergers and acquisitions (M&A) involve companies combining or one acquiring another to expand, gain a competitive edge, or improve efficiency. Mergers and acquisitions advisory services help businesses with due diligence, valuation, negotiation, and tax planning, ensuring smooth, strategic, and risk-minimized transactions.
- How can Pre or post-acquisition tax planning benefit my business?
Pre and Post-merger tax planning and restructuring help businesses integrate operations, optimize tax efficiencies, and ensure long-term success after a deal closes.