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Joseph Zarkowski
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212.997.0500 
Jeff Kollin
Principal
212.997.0500
 
TRANSACTION SERVICES & DEAL INTEGRATION
 
Mergers, reverse mergers, acquisitions and divestitures can be very complex transactions demanding skill, experience and strategic insight. If done right, your organization can expect to reap the benefits of synergies created. If done incorrectly, opportunities can turn into financial and reputational quagmires. Knowledge of functional areas encompassing all the critical components of transactions such as IT, human resources, supply chain management, and infrastructure must be employed to ensure the greatest success.    

Rothstein Kass Business Advisory ServicesSM understands the intricacies surrounding these transactions and the various stages that are integral to the process, such as integration planning and operating model development to post-deal integration and merger management.   Our consultants have worked with CIOs, CFOs and CEOs at Top 100 financial companies on a variety of engagements, and we draw upon the experience and resources you need to successfully structure, manage and execute your transactions.

How We Can Help:

Integration Planning

Analyzing business functions and their impact on the bottom-line requires strategic insight into your business objectives, operating environment and industry constraints. Blending IT systems, processes and people for optimum efficiencies and performance are essential to integration success. Identifying issues—risk, tax, legal and operational – and opportunities—cost redundancies and shared service improvements – requires business savvy and skill. Whether it’s developing an integration strategy or developing plans for each functional area or establishing viable IT or risk management frameworks, you can rely on Rothstein Kass Business Advisory Services to provide you with the guidance you need. 

Operating Model Development

Transactions are all about change… in strategic direction, growth or market opportunities. An organization’s operating model must support and enhance that change whatever it might be. Does your organization employ an operating model that helps you plan more effectively for the future by allocating your resources where they are most needed and ensuring that all business activities are fully aligned with objectives? Rothstein Kass Business Advisory Services and our knowledge of best practices can assist you in developing an operating model that helps you make better, faster and more effective business decisions.       

Due Diligence Investigations and Deal Structuring

When it comes to M&A, the answers are never simple. That’s why retaining a seasoned advisor who understands the questions that need to be asked is crucial. Whatever your marketplace, industry or size of your company — and your deals — Rothstein Kass Business Advisory Services can play a critical role.  Our transaction advisory professionals are trained to look at more than just the historical and financial data of a company. We also look at the industry, marketplace, tax or accounting issues that may impact the deal.

We work closely with our clients and their advisors—attorneys and consultants— to scope out the information required to meet their objectives. Our multi-disciplinary teams of industry professionals possess the necessary transaction and accounting, tax or IT credentials to help structure, examine and execute your deals.  Our team of international tax experts can also assist you with the unique and complex tax issues related to cross-border transactions.


Post-Deal Integration

Once the deal is done it can take years to effectively merge two disparate entities. Disruption in operations, loss of talent and productivity can result. An effective PDI approach requires flexibility, an ongoing attention to detail and in-depth understanding of operating, cost and revenue synergies and the role they play. Rothstein Kass Business Advisory Services works very collaboratively with our clients to help minimize organizational disruptions and capitalize on integrating quickly, transparently and with momentum.   

Merger Management

The most successful mergers employ the best communication practices with customers, employees and stakeholders. These organizations understand that buy-in and value must be communicated and measured on a frequent and ongoing basis to avoid confusion as a new organization emerges. A clear and concise vision before and after integration can help companies meet customer and stakeholder expectations, capitalize on market opportunities and realize a transaction’s true value. Rothstein Kass Business Advisory Services can work with you to ensure that plans remain flexible and true to corporate strategy along each phase of merger activity so that your organization reaps the intended financial and operational benefits for its customers, employees and stakeholders. 



 
 
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