Transaction Advisory - HoganTaylor Business Advisors

Nationally recognized advisory professionals who bring great depth and experience to the transaction process.

As a successful business leader, you are faced with making important, strategic decisions when it comes to buying or selling your organization. These transactions are tedious and require a team of experts to keep the process compliant and successful. You can rely on HoganTaylor’s experienced advisors to manage the most critical areas of your deal. Our team is composed of former Chief Financial Officers, auditors, and financial analysts who will take your transaction to the next level of success.

HT-Transaction Services-Nationally Recognized Advisors

Transaction Advisory Services

Buy-side due diligence for financial and strategic buyers
Sell-side representation for owners to shepherd the sales process, minimize disruption, and protect value
Quality of earnings engagements
Analysis of working capital components to define targeted working capital calculations
Identification and rationalization of EBITDA adjustments

Analysis of post-closing net working capital adjustments
Tax structuring of transactions and analysis of the tax impact of proposed deal terms
Buy-side and sell-side tax due diligence
Calculation of “make whole” payments to mitigate stock vs. asset deal differences
Organize and management of the virtual data room

Buy-Side Transaction Advisory Services

Our experts will take your acquisition across the finish line through an integrated approach that accelerates growth and profitability.

Define acquisition strategy
Target identification and qualification
Facilitate information sharing and prelim assessment
Structure and negotiate transaction
Due diligence
Deal execution and closing
Post acquisition support

Sell-Side Transaction Advisory Services

Experienced advisors will lead the sales process and minimize disruption all while protecting value. We advise on a wide-variety of exit option strategies:

Family transfer
Sell to employees (ESOP)
Sell to a third party
Management buy out (MBO)
Sale to existing partners
Recapitalization/refinance
Orderly liquidation

Recent Transactions

Brighter Electrical and Look Electric logos

Look Electrical

Provided buy-side financial due diligence for Brighter Electrical in its investment in Look Electrical.

Wilder Systems

Provided buy-side financial due diligence for Cortado Ventures, LP in its investment in Wilder Systems.

Senslytics

Provided buy-side financial due diligence for Cortado Ventures, LP in its investment in Senslytics.

B & F Engineering

Provided buy-side financial due diligence for Crafton Tull in its investment in B & F Engineering.

Taxa Outdoors

Provided shareholder representative consulting services to New Road Capital Partners in their sale of Taxa Outdoors.

Head Country BBQ

Provided sell-side transaction consulting and support to Head Country in their sale to Old World Spices.

Sway

Provided sell-side transaction consulting and support to Cortado Ventures, LP in their sale to Sway.

PICKUP

Provided buy-side financial due diligence for New Road Capital Partners in its investment in PICKUP.

Quinn

Provided buy-side financial due diligence for New Road Capital Partners in its investment in Quinn.

Allergy Laboratories

Provided sell-side consulting and transaction support for Allergy Laboratories during its sale to ALK, Inc.

Drōv Technologies

Provided buy-side financial due diligence for Cortado Ventures, LP in its investment in Drov, Inc.

"It’s essential to have good advisors by your side."

“For owners who are buying or selling a business, it’s essential to have good advisors by your side. The Transaction Advisory Team at HoganTaylor has the expertise and sophistication you need for all financial issues, tax issues, technology, and processes involved on the buy-side or the sell-side.”

— Aaron Ackerman, CPA, CGMA

Lead Transaction Advisory Services Partner

Bio & Contact Info

Aaron Ackerman