Mergers & Acquisitions
Strategy & Due Diligence Support
SRG has successfully supported multi-million dollar financial transactions for leading law firms, private equity firms, and other financial institutions across the nation. From decades of industry experience, we provide strategic and operational insights that maximize value from investments. We have developed a comprehensive set of processes that are vital to achieving M&A success.
Our experts assist clients through all steps of mergers and acquisitions, crafting a clear, effective methodology for the deal of interest. We also provide due diligence services, to minimize risk and threats. Attention to detail, accuracy and long-term strategy are our focuses when analyzing a deal’s profitability and impact on your business.
Strategy
SRG specializes in discovering the hidden value within a target, through detailed analyses of the current and long-term considerations. Alongside value creation and opportunities, we examine the potential risks and mitigants. From preparation and research to execution and post-merger integration, we have experience in all stages of the M&A lifecycle.
Due Diligence
Throughout the expansive legal considerations of mergers and acquisitions, our M&A experts can support your firm to minimize possible risks. We carefully analyze the legal intricacies of transactions to strategize risk mitigants and prevention methods.
Our Mergers & Acquisitions services include:
Preparation
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​Short and long-term value analyses
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Synergies, diversification, and market opportunity research
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Evaluating current industry and competitive practices within retail and CPG
Transaction
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​Integrations: vertical, horizontal, concentric, conglomerate mergers
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Separations and IPOs
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Due diligence and legal support
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Preparation for competitive threats
Post-merger
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​Assistance for the integration or separation of companies:
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​Human resources, executive management, and company culture
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Technology and software
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Finance and accounting
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Training and onboarding
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Marketing and communications
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Return on Invested Capital (ROIC) tracking and benchmarking
Examples of recent M&A successes:
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$300 million profit for an activist private equity client in one year, through a large supermarket chain acquisition
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400%+ return on company stock for shareholders of a multi-billion dollar convenience and gas chain, due to SRG defending the company from a hostile takeover