Mergers & Acquisitions

The Experts for a Successful Transition

INDUSTRY
EXPERTS

Mergers and acquisitions continue to be an important strategy for equipment dealers seeking growth and efficiency. However, M&A transactions are complex, infrequent events and it is important to get expert advice from trusted partners. We offer a range of M&A services to support every phase of your transaction – due diligence, deal execution, and integration.

VALUATION SERVICES

The trusted provider of accounting and tax services to dealers. EDC performs experienced and fair valuations for buyers, and sellers or merging partners using industry-standard techniques to value assets, inventory, cash flow, blue sky, and other factors.

Key Valuation Services:

Acquisition valuations that buyers and sellers can agree on Merger valuations that ensure all parties are treated the same Tax advice for new entity structure and design Audit and review services for new entities

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EXPERT LEGAL COUNSEL

Law firm with more than 40 years of experience serving equipment dealers. SB represents buyers, sellers, or merging partners in all aspects of the transaction including deal structure, due diligence, negotiation, agreements, and closing.

KEY LEGAL SERVICES

Transaction coordination from due diligence through closing Due diligence requests, review and analysis Deal negotiations including structure, buy-sell terms, governance, etc. Agreement drafting, negotiation, and execution Manufacturer approval process

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THE TOOLS YOU NEED TO TRANSITION

Dealer Institute is the training, education, and dealer development division of the North American Equipment Dealers Associations. DI provides guidance from a dealer’s perspective to dealers navigating a merger, acquisition or divesture.

Key Business Advisory Services:

Participate in buy-side and sell-side transaction advisory engagements Deliver client engagements that identify, design, and implement merger, acquisition, and divesture services Offer unique industry understanding of the dealer and manufacturer requirements to facilitate a successful execution