Mergers & Acquisitions

Whether your firm is pursuing acquisition or sale opportunities as part of an intentional policy, or you've just stumbled on what looks to be a perfect match, EFP Rotenberg or its consulting affiliate, StoneBridge Business Partners can help you move forward in an informed and intelligent way. We can also pull together a team of professionals, including lawyers and investment bankers, if the complexity of your situation demands it.

Read about one of our merger and acquisition engagements in the EPIC Advisors, Inc. case study.

From finding a prospective partner to inking the deal

We can work with you to identify the qualities of a 'perfect acquisition' and then help you find the firm that meets that profile. If the acquisition or merger will bring you into a new market, we can perform feasibility studies.

Our due diligence analyses will ascertain the risks, look for the synergies that can be maximized, and evaluate return on investment. Our CPAs and business consultants will determine fair value, assist with financing, business structure and integration—all in pursuit of putting clients on a faster track to profitability as a new and improved enterprise.

We’re looking for the win-win

Every M&A situation is about choices.

We help clients weigh the synergies and advantages—one potential partner might bring you more products, another might offer more money but require you to close your office or terminate employees, another might require relocation, another might offer a ready sales force and marketing support, and still another might offer a good cultural fit.

“In the end, it’s a marriage that both parties expect to last a long time. So we work toward a level of transparency on all sides that allows everyone to see exactly what the pros and cons are. That’s what allows them to make a good decision.”

—Lou Camarella, Partner, EFP Rotenberg

Could you do it yourself?

You could handle many aspects of an M&A on your own. But the truth is that you might be better off spending your time running your company, and spurring its growth trajectory, while the M&A process is largely or completely handled by the professionals at EFP Rotenberg or StoneBridge Business Partners. We’ve found most clients look back on the process and agree that they made the better choice to partner with us for most of the work.