Category: Advisors & roles

The professionals who originate, value, structure and close M&A transactions.

5 articles in this category.

• Fairness opinion provider — An investment bank or specialty firm that issues a written opinion that the consideration in a proposed transaction is fair to a specified group of shareholders, from a financial point of view.
• M&A accountant — CPA or transaction-services accountant who runs quality-of-earnings analysis, working-capital benchmarking, tax structuring and post-close purchase-price allocation work.
• M&A advisor / business broker — Sell-side advisor focused on the lower-middle market and main-street segment, typically for deal sizes from sub-$1M up to ~$25M. Distinct from investment bankers in scale, fee structure and process style.
• M&A lawyer — Transactional attorney specialising in mergers and acquisitions: drafts and negotiates the LOI, definitive agreement and ancillary documents, and runs the closing mechanics.
• Transaction advisor — Big-Four (or similar) transaction-advisory practitioner who delivers buy-side or sell-side QoE, financial diligence, tax structuring and integration-readiness work, separate from audit.