Buy Side Advisory Services

We utilize the full might of our senior resources, placing the target under the microscope to uncover the good, the bad and especially the ugly. Before making an investment, you’ll want Sikich looking under the hood.

Pre-Deal

Gain clarity around business drivers, risks and returns pre-deal.

Identify economic incentive opportunities if adding jobs, buying/building/relocating facilities, expanding or downsizing or purchasing equipment.
Analyze the tax environment and lay out tax structuring options to determine which option drives the most value.
Gain an understanding of the target company’s operations and identify areas for process improvements.
Analyze organizational structure and processes to identify opportunities for growth.
Conduct a comprehensive IT assessment to identify capabilities, risks, concerns and leverageable opportunities.

Buy-side due diligence designed to de-risk transactions, all within a
custom scope that fits your risk profile, that delivers
nearly $20 carry for every $1 invested.

Due Diligence

Financial and Tax Due Diligence

Quality of Earnings
Working capital analysis and strategy
Profitability analysis and strategy
Tax planning and structuring
Review and consult on the purchase agreement

Human Capital and Operational Due Diligence

Assess risk around talent, compensation and benefits
Address change management and communication,
Assess operational efficiency and identify opportunities for improvement
Perform background checks and corporate research

IT and Cybersecurity Due Diligence

Operate without disruption by placing protective measures around systems through network design and management
Assess risks, vulnerabilities, compliance gaps, data protection and business continuity controls
Evaulate valuation on a company’s data and data related capabilities with data due diligence

Other Due Diligence

Mitigate risks and liability with fraud investigations
Assign fair market value to assets from day one with a purchase price allocation

Post Close

We’re not your average transaction advisory service provider. Even post-close, we can help add value to maximize your investment and further build your bottom line.

Accounting, Audit and Tax

Outsourced accounting services
Audited financial statements
Validation procedures
Opening balance sheet calculation
Inventory or PP&E observations
Tax consulting and compliance
Nexus studies
Voluntary disclosure agreements
State credits
Federal and state income tax

IT Services

Managed Services
Managed IT
ERP implementation
Cybersecurity
Digital transformation

Human Capital Management

Harmonize programs, people, processes and technology across portfolio companies.

Corporate recruiting
Operational improvement
Change management
Integration support and organizational redesign

Additional Services

Assign fair market value to assets from day one with a purchase price allocation.

Identification of economic development incentives
Governance, risk and compliance (internal audit, IT audit and corporate governance)
Deferred compensation
Contract disputes
Forensic accounting and litigation resources

Learn about our Sell-Side Advisory Services

Learn More

Transaction Advisory Resources

Transaction Advisory Buy-Side Services