Merger and Acquisition Transactional Support

The M&A team at JT Shulman & Company has decades of experience assisting clients in originating and facilitating mergers, acquisitions, divestitures and strategic alliances. We perform a thorough review of your financial situation to understand your goals and create a streamlined process that steers clear of common pitfalls. Our expertise and insight within various industries allows us to develop a calculated plan to maximize opportunities, negotiate confidently and achieve those goals.

Our services for merger and acquisition transactions include:

  • Business valuations
  • Cost segregation analysis
  • Deal structuring
  • Developing and analyzing tax strategies
  • Document review and analysis
  • Due diligence audits
  • Evaluate acquisition opportunities
  • Negotiation planning, strategy and participation
  • Oversee asset disposition and liability settlement process
  • Succession planning and exit strategies