Strategise with our M&A services

Our M&A experts guide you through every phase, from initial term sheet to seamless M&A closure. Maximize your opportunities and drive growth with our strategic, data-driven approach to mergers and acquisition services. Trust us to optimize your financial outcomes and elevate your competitive edge.

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Term Sheet

Build a Strong M&A Foundation

Understanding the importance of a term sheet is crucial in M&A. Our experts guide you through crafting a clear and thorough term sheet that protects your interests, sets expectations, and lays the foundation for a successful deal. With a well-structured term sheet, you'll navigate negotiations smoothly, gaining the confidence to proceed with assurance.

Deal Negotiations & Due Diligence

Optimize M&A Exit Deals Strategically

Our negotiators excel in intricate M&A environments, securing transactions with protective terms. We assist in preparing disclosure schedules, indemnity declarations, deal structuring for tax optimization, options conversion & accelerated vesting of stock options to ensure closer of M&A transaction.

Exit Distribution

Tailored Solutions for Exit Distribution

Navigate the complexities of exit distribution with our expert guidance. We tailor solutions to maximize returns and ensure equitable asset allocation, whether you're selling your business or exiting an investment. Secure your financial future with our comprehensive exit planning services.

A Four-step Process

Strategies an effective M&A Evaluation and Execution Plan

01

Strategic offer evaluation

We assess your exit goals, evaluate offer terms & strategize the best negotiation approach.
02

Vendor Due Diligence

We conduct due diligence, prepare data room, implement compliance execution and documentation.
03

Negotiations and Agreements

We negotiate with acquirer company, finalize agreements, and secure favorable terms.
04

Integration and Transition

Execute a seamless integration plan, ensuring a smooth transition & maximizing operational synergies.
Testimonials

Our Customer Stories

USACFO played a pivotal role in the financial due diligence process conducted by the acquirer. Khushi and her team demonstrated exceptional competence and commitment in promptly addressing all the acquirer's inquiries. I've already enthusiastically...

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Arjun
Co-founder & CEO, Insent

The USACFO team, particularly led by Amit, played a pivotal role in our exit transaction. Beyond their assistance in due diligence, they excelled in...

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Surya Kiran Laskar
Co-founder, Nimmetry Inc.

The USACFO team excels in cross-border M&A transactions. Their expertise extends beyond advising on transaction structures and tax...

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Ankur Garg
Co-founder, Hotify Inc.

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Let our financial experts share their experience on dealing with similar companies like yours and guide on your US Tax, Accounting and State  Compliance.
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Frequently Asked Questions

We're Here to Help

What is M&A and how does it work?

M&A, or Mergers and Acquisitions, refers to the strategic business activities involving the consolidation of companies. In this process, two companies join forces through various financial transactions, such as mergers, acquisitions, or takeovers. The goal is to create a more competitive and efficient entity by leveraging combined resources, expertise, and market presence. M&A can occur for various reasons, including market expansion, synergies, or diversification, and it involves intricate negotiations, due diligence, and regulatory approvals to ensure a smooth integration of the businesses involved.

Why is M&A important for companies?

M&A (Mergers and Acquisitions) is important for companies as it facilitates strategic growth, market expansion, and synergy realization, ultimately leading to increased shareholder value. These transactions create value by unlocking synergies, achieving cost savings, gaining larger market shares, accessing new markets or technologies, and enhancing competitive advantage.

How do you determine the value of a M&A deal?

The common approaches used for valuing M&A (Mergers and Acquisitions) deals encompass several methods, including:

  • Discounted Cash Flow (DCF) Analysis
  • Comparable Company Analysis
  • Precedent Transactions Analysis
  • Leveraged Buyout Analysis

These methods, along with the Market Approach, Income Approach, and Asset-Based Approach, collectively help determine the fair value of the target company and provide crucial guidance during the acquisition process.

How do you develop an M&A strategy?

To develop an effective M&A (Mergers and Acquisitions) strategy, consider these three key plays:

  • Strategic Marketing and Branding: Prioritize analytical rigor and strategic focus in marketing and branding decisions. Use financial and risk modeling tools to inform choices and secure leadership commitment.
  • Operationalize Value Creation: Focus on execution to deliver value. Articulate how the deal creates value for customers, not just cost savings. Build action plans that directly benefit customers and enrich the customer experience.
  • Cultivate a Deal-Supportive Culture: Recognize that the success of the deal relies on employees. Align talent strategies with value creation logic, reorganize operating units, and nurture a culture that embraces change and purpose.

These strategies will help maximize the possibility of M&A success.

Additional Services

Discover What We Can Do for You

Account and Tax

Our team blends financial expertise with tax and accounting precision, ensuring your business thrives financially, with minimized tax liabilities and streamlined financial operations.

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Company Formation

We assist in launching, expanding, & diversifying U.S.-based businesses. With our help, navigate the intricate process of establishment seamlessly. With years of experience, we provide tailored company formation solutions.

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Fundraising

Enhance your fundraising journey with our expertise in assisting fund raise of over $500M. We excel in thorough due diligence, strategic term negotiations, and precise FP&A preparation, coupled with valuation support.

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