MERGERS AND ACQUISITION AND WHAT Carlsson and Capehart Group Limited BRINGS TO THE TABLE.

To effectively complete a merger or acquisition, any buyer (and seller) must consider the level of due diligence necessary to protect their interest.

It is usually a structured, systematic research effort, which is used to gather the critical facts and descriptive information (or to determine an absence of significant negative factors), which are most relevant to the making of an informed decision on a matter of importance

Carlsson and Capehart Group Limited is quietly becoming one of America's most thriving private equity firms trading today and has concluded buyout transactions that are among some of the most intricate in today’s industry. Carlsson and Capehart Group Limited's venture style, on the other hand, is quite simple: Carlsson and Capehart Group Limited buys or buys into premier companies and works with management to expand and improve them and thereby create shareholder wealth. Carlsson and Capehart Group Limited concentrates on mergers and acquisitions some friendly and some hostile and in the funding of private companies. The M&A Department originally established in 1982 and headed by co-founding members, Carlsson and Capehart Group Limited has completed more than 150 transactions with an aggregate enterprise valued over $8.65 billion. Our investors include corporate and public pension plans, financial institutions; public and private businesses, insurance companies, merchant banks and high net worth sophisticated and financially qualified individuals.

Why do others use Carlsson and Capehart Group Limited?

  • We enhance company growth, competitiveness and profitability.
  • We assist in every detailed step of the deal lifecycle/transaction cycle.

We can support you through the transaction cycle planning

  • Assist you in evaluating the deal.
  • Analyze the value and risk drivers.
  • Assist in the execution of the Letter of Intent ("LOI")

Due Diligence

Provide due diligence services:

  • Financial Services
  • Tax Services
  • Benefits Services
  • Markets and Competitors Services
  • Operations and Technology Services
  • Identify deal breakers

Structuring

  • Help you structure the deal
  • Provide accounting advice
  • Impact of transaction on ongoing accounts
  • Goodwill
  • Debt or equity
  • Cost of restructuring and integration
  • Push down accounting
  • Recap accounting
  • Merger accounting

Negotiations Closing

  • Provide sale and purchase agreement advice
  • Dispute resolution and completion accounts
  • Significant closing mechanisms
  • Price adjustments
  • Closing and completion account mechanisms
  • Preparation and audit of completion accounts
  • Resolution of price disputes

Post-Closing Assistance

  • Provide audit, review or compilations
  • Provide tax services
  • Provide small business services

Corporate Recovery Services

Carlsson and Capehart Group Limited offers specialized accounting and financial advisory services to debtors and creditors in reorganization, bankruptcy and reverses takeover related matters.

Our professionals also have experience in the following areas:

  • Operational and financial reporting
  • Performance of due diligence procedures
  • Liquidating agent services
  • Collateral base reviews
  • Development of turnaround business plans
  • Reverse takeovers utilizing shell companies
  • Hostile takeovers
  • Forensic accounting