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Mergers & Acquisitions
Ensuring Value Added Transactions

In today's business environment, knowing your way around the world of mergers, acquisitions, and divestitures can be critical to a company's growth strategy, or overall strategic plan. Deciding to buy or sell a business is not only complex and confusing, but in many instances can be fraught with pitfalls and emotions. Jackson, Rolfes, Spurgeon & Co.'s consultants in the mergers and acquisitions group assist both sellers and buyers of privately held companies manage their way through the complexities of acquisitions and divestitures.

On the buy side, our services start at the beginning of the acquisition process by providing strategic planning and acquisition program development assistance to ensure that our clients should be considering an acquisition plan in the first place. We assist our clients in every phase of the process including:

  • Developing the acquisition criteria
  • Searching and screening candidates
  • Evaluating and valuing the target company
  • Providing intermediary and due diligence assistance
  • Structuring and negotiating the transaction
  • Locating sources of financing

Our assistance with the process does not end at closing. We also provide post-acquisition integration assistance to ensure any implementation issues or transition problems are minimized.

On the sell side, many of our clients require assistance in the complexities of timing the divestiture, valuing and marketing the company, preparing offering memorandums, finding and qualifying buyers, and negotiating and structuring the transaction. Our tax and estate planning professionals often become intimately involved in these transactions by providing their experience during the deal structuring phase of the process. Their experience and knowledge ensures that our clients receive the greatest after-tax value of their divestiture. All these services go well beyond the services that "traditional business brokers" have historically provided.

Whether our services are required on the buy or sell side of the transaction, all work is conducted in the most professional and confidential manner. At Jackson, Rolfes, Spurgeon & Co., our business is to provide you with the highest level of personalized services and expertise to assist you with not only the transaction, but also the complexities that exist beyond the closing. Our merger and acquisitions specialists are committed to working closely with our clients to ensure their transactions add value.