M&A services

M&A services

Capturing value at each phase of the M&A value chain 

From initial inquiry and letter of intent, through due diligence, valuation, planning, execution, and integration, each phase of a merger or acquisition contributes to the overall value of the deal. Likewise, each phase of the transaction presents its own particular risks.
M&A value chain

Critical pillars

Crowe M&A professionals offer a comprehensive array of services and have extensive experience in helping companies to maximize value capture and mitigate risks throughout the M&A value chain.

Crowe M&A teams also help companies develop a solid foundation of underlying M&A capabilities, built on the “Seven Critical Pillars of M&A Success,” identified through Crowe research and thought leadership.

Structure, governance & accountability
How well do we manage our deal pipeline?
Strategic clarity
Early on, how do we forge shared clarity?
Execution, efficiency (process management)
Overall, how efficiently do we execute on transactions?
Operating continuity
How well do we manage and maintain the existing businesses in the process of doing deals?
Synergy capture
What is the process to ID, validate, plan, and capture synergies?
People/culture management
How well do we manage and maintain the existing businesses in the process of doing deals?
Scalable resources
How well do we manage our internal deal resources?
Structure, governance & accountability
How well do we manage our deal pipeline?
Strategic clarity
Early on, how do we forge shared clarity?
Execution, efficiency (process management)
Overall, how efficiently do we execute on transactions?
Operating continuity
How well do we manage and maintain the existing businesses in the process of doing deals?
Synergy capture
What is the process to ID, validate, plan, and capture synergies?
People/culture management
How well do we manage and maintain the existing businesses in the process of doing deals?
Scalable resources
How well do we manage our internal deal resources?
M&A strategy

Our pre-acquisition services can help companies properly frame the deal rationale, calibrate its alignment with the business strategy, and determine the most appropriate structure for the transaction.

  • Investment thesis
  • Deal tax structuring
  • Global M&A playbook
Due diligence

Our comprehensive due diligence services can provide insights on the underlying value drivers – the variables that drive the value being sought in the M&A deal.

  • Financial diligence
  • Tax diligence
  • IT diligence
  • Operational diligence
  • Human Capital diligence
Valuation

Our valuation services can help companies understand where and how a client can gain incremental value in the transaction.

  • Pre-transaction accretion analysis
  • Financial reporting valuation
  • Intellectual property value maximization
Integration planning

Crowe can help companies realize the full value of their deals with:

  • Integration blueprinting
  • Functional area transition planning
  • Value optimization planning
  • People and culture transition planning
Post-close execution

After the transaction is complete, our integration specialists can help with:

  • Operational stabilization, including protecting key customer relationships
  • Accelerated synergy capture
  • Dispute resolution
Incremental optimization

Crowe can help companies assess the ROI of new opportunities identified during the integration phase, helping them allocate resources and management focus to those areas with the highest potential value.

  • Performance improvement
  • IT system road map
  • Tax strategies
Capability upgrade

Crowe consults with clients to improve their future M&A execution capability. This is achieved by incorporating past lessons into clients' M&A playbooks to minimize inefficiency, stage work steps and priorities more effectively, and avoid having to “reinvent the wheel” with every new deal.

  • M&A playbook enhancements
  • M&A capability training

Contact us

With deep subject-matter expertise and practical industry experience, all supported by advanced technology, Crowe serves clients with global reach and global needs. Contact us today.
Kevin-Lane-225
Kevin M. Lane
Managing Director, M&A Strategic Buyer Services Leader
Eric Ference-Large
Eric J. Ference
Managing Director