Business Formation and Transactions ― Mergers and Acquisitions (M&A)

In today’s marketplace, it is not uncommon for companies to consider mergers and acquisitions as a way to expand operations, build long-term growth and profitability, create synergies, improve market reach, and increase industry visibility.  

At Innovative Advanced Resources, we help financial organizations facilitate M&A transactions by providing business advisory services for buy, sell and merger of equals arrangements.  

With decades of experience in building, managing and operating independent broker-dealers, we provide expert support and utilize our vast industry resources ― investment banking and operations management― to implement targeted, successful business transactions. Providing objective advice and adhering to a tactical, focused process, we:

·         Analyze business objectives, resources, technology, and corporate culture for compatibility

·         Review market landscape

·         Conduct an accurate business valuation

·         Provide due diligence to ensure the deal is beneficial to all parities

·         Identify and locate potential buyers/sellers

·         Facilitate discussions

·         Negotiate and structure the deal

·         Review liabilities

·         Determine corporate strategy and financing and management

Benefits

·         Maximize business options

·         Clear, consensual setting

·         Trusted, strong relationships

·         Strategic value ― true understanding of the independent broker-dealer channel