GEO

Finanacial Advisory


Whether you are looking to make an acquisition, form a strategic alliance, raise or invest capital, perhaps through an initial public offering (IPO), or release funds through a sale or restructuring, the Baker Tilly Georgia corporate finance specialists can help you minimize the associated risks and maximize the returns.

Baker Tilly Georgia works with quoted and unquoted businesses of all sizes, providing practical advice on the full range of corporate finance, lead advisory and transaction support services.

Critical to working in an increasingly global environment, Baker Tilly Georgia takes time to understand their clients’ unique marketplace, bring this knowledge to life for the benefit of the businesses they work with, offering a combination of country, market and industry expertise.

As a leading accounting firm, our advisory team, backed up by our taxation and pensions specialists ensure effective and efficient service to all our clients. We provide high quality and service on a consistent basis and help them to preserve and improve value. Our advisory services include:

  • Due diligence
  • Mergers and acquisitions and private equity
  • Valuation of shares, businesses, and tangible/intangible assets under international valuation standards;
  • Purchase price allocation (PPA)

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  • Due diligence

Without doubt the success of an acquisition to an acquirer – be it a corporate or financial investor – can be significantly influenced by the extent and quality of due diligence undertaken. Financial due diligence is a key aspect of the overall investigation into the target.

Our financial due diligence specialists are extremely experienced in providing:

  • due diligence for financial investors, banks and private equity houses (e.g. when considering funding a management buy-out, ‘MBO’)
  • due diligence in the course of a corporate acquisition, in which case we report to the acquirer’s management and, where appropriate, their funders
  • vendor due diligence – this is commissioned by a vendor, but remains a robust independent review upon which ultimately a purchaser can place legal reliance. It identifies potential issues and reduces the probability of these eroding

value as they can be addressed by the vendor rather than being a negotiating tool if left to be found by the purchaser.
The scope of financial due diligence commissioned will always be ‘deal’ specific, but typically includes:

  • an in-depth analysis of underlying historic performance, cash flows, assets and liabilities
  • a critique of management’s forecasts, including the working capital requirements of the business
  • a review of the underlying financial systems and controls
  • analysis of the taxation position of the business.

In all cases our report will include a summary of the key issues arising along with our views on the associated risk and implications for the deal. This will include integration and other post deal issues where appropriate

  • Mergers and acquisitions and private equity

We’ve invested nationally and internationally in building a specialist team that provide advice to quoted companies, private shareholders, management teams and private equity houses.

Our advice covers:

  • private shareholders on preparing for and maximising value from the sale of their businesses
  • management teams on negotiating terms and raising private equity and/or debt finance to support a management buy out or buy in
  • corporate and private shareholders on raising private equity and/or debt finance for growth, cash out or recapitalisation
  • a plc Board (Official List and AIM) in relation to: acquisitions and disposals; bid support or defence; and public to privates.
  • acquisition support services for both private equity and corporate acquirers.

Our team is drawn from a multitude of backgrounds including industry, investment banking, management consultancy, specialist boutiques and big 4 accountancy firms.? ?Have a look at some of the deals we’ve done and speak to our clients.  We’re confident they will tell you we have a will to exceed expectations and make deals happen.

  • Valuation of shares, businesses, and tangible/intangible assets under international valuation standards
  • Purchase price allocation (PPA)