Tài liệu chuyên ngành hỗ trợ cho các bạn nghiên cứu sinh về M&A, phù hợp để tham khảo làm luận văn thạc sỹ, luận án tiến sỹ, khóa luận tốt nghiệp.
Trang 1Mergers & aCQuisiTions
Turning Your Vision Into Reality
rIsk advIsory • Tax • FInance & accounTIng
Trang 2With experience, objectivity and a disciplined project management approach,
we bring structure to dynamic, high-risk M&A environments
Reducing the risk of a critical business decision.
Buying, selling or restructuring your business is one of the most challenging, critical decisions you will make
Unfortunately, transaction success is not guaranteed Historically, approximately two-thirds of mergers and acquisitions fail
to achieve their anticipated results, and many actually destroy enterprise value
Key reasons for failed transactions include:
• lack of transaction experience
• loss of deal objectivity by internal resources
• underestimation of the resources needed for deal assessment,
due diligence or integration
• underestimation of the affect of management’s deal involvement
on business performance
• absence of a disciplined transaction assessment process
• poor or absent integration plan and implementation management
• neglect of the soft side of the business – culture, communication, hr Mitigating these issues and achieving your desired results requires an
experienced, focused team, a methodical approach and strong technical and business skills
We’ll work closely with your management team to understand your business strategy, transaction goals and whether additional resources are required to achieve your objectives collaborating with your internal resources, our team will organize project requirements and provide the tools and analysis that will enable you to make sound business decisions
Turning your vision inTo realiTy
risk advisory • Tax • Finance & accounTing
Trang 3Rely on us for comprehensive merger and acquisition services with no conflict-of-interest concerns.
conflict of interest is not an issue when you put your trust in Jefferson Wells You’ll work with experienced resources and can choose from comprehensive services in four areas:
OPPORTUNITY EVALUATION AND ASSESSMENT
An important first step to a successful transaction is defining your underlying objectives and seeking the appropriate solution Developing acquisition target criteria or divestiture target profiles that align with your overall corporate objectives is key to this process
We’ll help you develop acquisition criteria compatible with your business strategies and provide practical tools and in-depth analysis so you can effectively assess the opportunities under consideration Efficiently validating the potential
of identified targets will help you save time, resources and money
DUE DILIGENCE
After deciding to pursue a specific merger or acquisition target, the next focus is due diligence Since due diligence is the most important step in the transaction process, it’s wise to partner with experts rather than rely
on internal resources who may be occupied with day-to-day challenges and may not have the necessary experience
Our highly skilled professionals will manage the due diligence process,
optimizing the use of internal resources, and supplement your team in
many elements of documentation, analysis and evaluation Our goal is
to provide you with a comprehensive target summary so you can make
judicious transaction, contract and pricing decisions
Trang 4INTEGRATION PLANNING
integration planning begins during due diligence Too often, this step is overlooked or transitioned to parties uninvolved in the due diligence
process Done right, integration planning provides you with a post-acquisition road map to achieving the synergies you envisioned — it validates the
decision to bring the organizations together
We’ll supply your management team with a detailed integration plan,
including: resource plans, team assignments and objectives, timelines, budgets, communications, and metrics to monitor and evaluate your
integration plan From the crucial pre-closing days through creation of acquisition business plans, we’ll facilitate effective planning to achieve your transaction objectives
POST-TRANSACTION INTEGRATION AND EXECUTION
Even with the best integration plan, realizing your transaction goals
requires disciplined, methodical follow-through by a cross-functional,
enterprisewide integration team After closing, we’ll be with you every step of the way to assist with timeline and budget management,
transaction metrics, and communication flow — elements that
are frequently under-resourced or overlooked
We can also provide deal and project management experience to assist you through the first months of the newly created business Our experts are prepared to handle any deal integration management or technical issues that may surface as you move through your business integration, including those related to:
• risk ADvisOrY services
• TAx
• finAnce AnD AccOunTing
After the brokers, lawyers and additional supporting staff are gone,
Jefferson Wells will be there to help ensure the success of the deal
With a thorough understanding of your objectives and an inside look
at your business, we’ll help you turn your vision into reality
Trang 5Merger and Acquisition Services is a Jefferson Wells
Center of Expertise.
A Jefferson Wells Center of Expertise offers you access to focused,
in-depth expertise for specific processes, industries and technical issues M&A transactions are business-changing events that can affect the
long-term health and sustainability of your business Experienced Jefferson Wells professionals help you make informed decisions and execute to your vision When you choose Jefferson Wells M&A services, you:
• can rely on our deep M&A expertise and thorough understanding
of your business A local director works with you, coordinating the
services of our M&A experts
• never have to buy more or less service than you need Our flexible
approach allows you total control – from targeted support to full
transaction services, guiding your deal to its successful conclusion
• do not have to coordinate services across state or international
borders Our global reach and corporate structure ensures seamless movement of deliverables and resources around the world
The JeffersOn Wells Difference
Experience Results Value.
Founded in 1995 as an alternative to public accounting firms for non-attest
services, our unique business model emphasizes seasoned professionals with public accounting and industry experience We serve clients, including
Fortune 500 and Global 1000 companies, from offices worldwide
The experience of our teams is the core of our value proposition Our professionals look for long-term solutions that will benefit you now and in the future
Turning your vision inTo realiTy
Trang 6To learn more abouT our FIrm and our proFessIonal servIces,
vIsIT our Web sITe aT WWW.jeFFersonWells.com
jeFFerson Wells InTernaTIonal, Inc Is noT a cerTIFIed publIc accounTIng FIrm.
©2009 jeFFerson Wells InTernaTIonal, Inc all rIghTs reserved.
call Today
800 826-5099
or conTacT your local jeFFerson Wells oFFIce For more InFormaTIon on our merger and acQuIsITIon servIces.
7/09
jeFFerson Wells delIvers proFessIonal servIces
In The areas oF rIsk advIsory, Tax, and FInance and accounTIng We serve clIenTs, IncludIng ForTune 500 and global 1000 companIes, Through hIghly experIenced proFessIonals WorkIng From oFFIces WorldWIde