Warren Averett’s Transaction Advisory Group assists private equity groups, investment bankers and business owners in navigating the complexities of transactions.

Our professionals deliver intelligent, objective advice based on our knowledge of industry, business structure and existing market conditions. We team our experienced transaction professionals alongside our audit and tax experts to achieve the most complete assessment of your situation. Each transaction strategy is tailor-made, developed with a thorough understanding of your desires, expectations, short-term needs and long-term objectives. For our clients, a cookie-cutter approach is never an option – that’s our competitive edge.

Warren Averett combines relationship-focused values with deep technical strength and experience. Following are the primary elements of our transaction advisory services:

Due diligence (buy-side and sell-side) – For every deal, there are potential deal killers – things that will either keep the deal from happening or dramatically impact the deal terms. We work to identify these issues early in the process, before significant resources have been expended. Our comprehensive assessment areas include financial accounting, operations, tax and information technology. Based on our findings, we can make the necessary adjustments to keep your transaction strategy on course.

In addition to risk identification and mitigation services, we perform quality of earnings assessments which can provide increased confidence in the numbers and prevent delays and surprises.

Valuation – An accurate assessment of a business requires in-depth, specialized knowledge and a comprehensive understanding of the business, the economic environment and the industry in which it operates. Our highly-accredited valuation professionals possess more than 50 years of combined experience and collectively have valued more than $2 billion in closely-held companies over the last five years.

Exit Readiness – Transaction decisions are best made through careful preparation rather than reacting to circumstance. Our exit readiness advisors assess the quality of historical earnings, projections, working capital and operations. We work with the business owners to identify strategies that will optimize value and be well prepared for the sale of the business.

Post-Acquisition Integration – Assimilating businesses with different histories and cultures inevitably creates challenges. Our advisors help acquirers with employee transfers, synergy identification, purchase price allocations, working capital adjustments, ongoing compliance, workforce reductions, constraints on moving assets, entities and people, as well as the timing and sequence of integration initiatives.

In partnering with Warren Averett’s transaction advisors, you’ll experience unrivaled service through our Firm’s definitive standards of transparency, accuracy and integrity.

Our transaction advisory experience includes the following industries.

  • Agriculture
  • Education
  • Professional Services
  • Manufacturing
  • Technology/Life Sciences
  • Construction
  • Retail and Distribution
  • Consumer Products
  • Healthcare
  • Hospitality

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