Mergers & acquisitions

Mergers & acquisitions

Our corporate advisory team combines many years of commercial experience and technical knowledge, together with access to technology and a proven methodology, to help you get the most out of the M&A process.

Baker Tilly Staples Rodway works with clients on strategic assessments of their M&A needs. We utilise our business broking subsidiary, Baker Tilly Transaction Services, to perform industry research and identify investment targets or potential purchasers. We can assist with the initial approach, investigation and acquisition re-evaluation, as well as contract development and negotiation.

 

Supporting M&A decision making

  • Our due diligence reporting provides a thorough review of the in-scope assets and liabilities. We follow up our findings with recommendations and guidance to assist you in your negotiations, or help you prepare for a sale.
  • We can assist with valuations of a business, shares and other forms of equity. Our valuations are technically robust and will help you understand the value consequences of different strategies and actions.
  • Our capital structuring review of your existing debt and equity structures can help develop a path to optimise your debt/ equity position. We can introduce you to suitable debt providers, and investors that can help grow your business.
  • Our dedicated HR consulting team can help you plan and manage the impact on people prior to and during a merger or acquisition to help make the move to your new business model as smooth as possible.

 

Beyond the deal

  • We can help with cashflow modelling and forecasting to determine whether the transaction under review is capable of providing the outcome you are expecting.
  • We can assist with purchase price allocations and subsequent impairment testing of new or existing business units.
  • Our dispute resolution team can provide support through shareholder, matrimonial, loss of opportunity or other disputes, whether at negotiation or litigation stage.
  • We can be your sounding board for directors, management or stakeholders and offer a view of an organisation and its plans independent of internal or other external advisors.
Services

News

30 Jun 2022

Tax Talk | Rates revamp for the 2022 income year

Inland Revenue has recently published various updated standard rates, and we outline these below:

28 Jun 2022

Here’s what to factor in for your on-farm budget

Two weeks ago, we wrote about the importance of agriculturalists knowing their financial position, ready for what could be a bumpy ride through the 2023 season.

23 Jun 2022

Team touts the benefits of using the right software

It’s an age-old issue – a business purchases software and it isn’t right for the job. Staff throw up their hands in dismay as everyone grapples with a tool that is a help on some levels and a hindrance on others.

21 Jun 2022

Good brand design helps bring business success

You may wonder how people who “just make pictures in Photoshop” can affect your bottom line… well, read on.

16 Jun 2022

Planning is a key buffer against rising farm costs

After a good 2021 season, rising costs are beginning to hit those in agriculture and it’s time to start planning because the 2023 season could be bumpy.

14 Jun 2022

Reducing staff angst over returning to the office

Organisations have been considering how to return their employees to the office without alienating them or causing undue anxiety. Flexibility is a key retention strategy in the time of “the Great Resignation” but how do you balance this with “business as usual” back in the office? 

10 Jun 2022

Trust rules keep focus on high-wealth Kiwis

Are you considered well-off or a high earner by average standards? Then you’ve probably felt the effects of government initiatives focused on ensuring the wealthy pay their “fair share”. Now it’s turned its gaze to trusts, with the implementation of new reporting requirements.

08 Jun 2022

Trusts will wear burden of new compliance costs

If you’re one of the many people who set up a family trust to protect your assets, by now you’ll likely be aware that the government has put a spotlight on trusts.

31 May 2022

Government looks inside use and wealth of trusts

Last month the Government brought in new annual reporting requirements for domestic trusts. It wants a better understanding of how trusts are used and what wealth they hold, so Inland Revenue has introduced two sets of reporting requirements.

26 May 2022

Have we learned any recruitment lessons yet?

Many businesses seemingly have not changed their approach to recruiting talent, despite the almost constant noise from all industries about how hard it is to find the people their businesses need to grow and succeed.  Are we really going through the same old motions expecting a different result?

23 May 2022

Dorian Crighton – director profile

Christchurch director Dorian Crighton tells us a bit about himself and gives his thoughts on the New Zealand business landscape and challenges in 2022.

18 May 2022

Budget 2022 - our analysis

Our tax experts summarise and give their opinion on the main points of the Labour Government’s 2022 Budget.

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